Client Service Associate

OVERVIEW

Client Service Associate – Property & Casualty

Location: Remote / Hybrid / On-site (Add time zone, location preferences, or collaboration expectations if needed) At Alera Group , our Property & Casualty team helps businesses protect their assets, manage risk, and plan confidently for the future. We’re seeking a Client Service Associate who supports client service excellence, operational accuracy, and the daily servicing of Commercial Lines accounts. This role collaborates closely with Account Managers to deliver exceptional service, maintain documentation, and uphold Alera Group’s high performance standards. About Alera Group Alera Group is one of the largest and fastest-growing independent insurance and financial services firms in the U.S. We combine national strength with local service, using a collaborative team approach to deliver exceptional results for clients across industries. Why Alera Group Make an Impact: Support clients and internal teams through accurate, timely, and servicedriven work.
Grow With Us: Alera Group invests in training, professional development, and longterm career paths.
The Collaborative Way: We lead with accountability, teamwork, and open communication.
National Strength. Local Heart: A peoplefirst culture with strong resources and expertise. RESPONSIBILITIES What You’ll Do / Your Impact Client Partnership & Risk Strategy • Assist Account Managers with preparation and maintenance of client files, prerenewal packets, certificates, ID cards, claims spreadsheets, and other service materials
• Respond promptly and accurately to client and team requests, ensuring exceptional customer service
• Support daytoday service needs that contribute to client retention and positive client experience Operational Excellence • Maintain accurate and thorough documentation within required systems, ensuring compliance and data integrity
• Complete Motor Vehicle Reports (MVRs) and PreEmployment Screening requests efficiently, including quarterly review and claims-related processing
• Provide backup coverage for receptionist duties, including phones and front desk support
• Participate in training, seminars, and team development sessions to expand knowledge and capabilities Strategic Contribution • Evaluate workflows and recommend process improvements to enhance efficiency and service quality
• Understand how individual work impacts overall team performance and uphold Alera Group’s service commitments
• Support the team’s performance culture by consistently meeting deadlines, maintaining accuracy, and modeling professionalism QUALIFICATIONS What You Bring Required • High School Diploma or GED
• Strong attention to detail and ability to manage multiple ongoing tasks and deadlines
• Excellent communication, listening, and organizational skills
• Demonstrated accountability, reliability, and willingness to learn
• Ability to work collaboratively within a team environment Preferred • Familiarity with insurance technology platforms or Commercial Lines servicing tools
• Experience in client service, administrative support, or insurance operations
• Interest in pursuing ongoing professional development within insurance or client services Core Competencies • Detail orientation
• Accountability and followthrough
• Collaborative mindset
• Clientfirst thinking
• Strong documentation and organizational habits
• Dependability and team-oriented work style ADDITIONAL INFORMATION

Compensation: Salary range: $43,000 – $55,000 per year

Benefits: Alera Group offers comprehensive benefits including medical, dental, vision, life and disability coverage, 401(k), generous PTO, and more.

Work Model: This role is In-Office [Add time zone or location preferences if needed]

Professional Development – Alera Group Academy

At Alera Group, growth isn’t left to chance. Through Alera Group Academy , we provide structured development opportunities designed to help you expand your expertise and build a meaningful career.

You’ll have access to:

• Role-specific learning paths

• Leadership development programs

• Technical and compliance training

• Industry certifications and continuing education support

• Peer learning and knowledge-sharing communities

Whether you’re deepening technical expertise or preparing for leadership, we’re invested in helping you grow.

Licensure & Certifications (If Applicable)

This position may require:

• Active [State Life & Health License / Property & Casualty License / Series 6/7/65/66 / etc.]

• Ability to obtain required licensure within [X] months of hire

• Ongoing continuing education to maintain active status

We're an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status, or any other protected class.

Alera Group is committed to protecting your privacy. Please review our Privacy Policy to understand what personal information we may collect and use as part of your application process.

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Location Type

In-Office