What are the responsibilities and job description for the Customer Service Agent position at Alera Group, Inc.?
Overview
Alera Group is looking for a Commercial Lines Account Manager. We are seeking highly motivated colleagues who bring experience and enthusiasm to our team – joining us may be the perfect fit for you! Prior experience in Commercial lines is required. This role can be located in one of the following offices - Appleton, Green Bay, Madison, Onalaska or Waukesha.
Founded in 2017, Alera Group has grown to become the 14th largest broker of U.S. business. We are passionate about our clients’ success in Employee Benefits, Property & Casualty Insurance, and Financal Services. With offices nationwide, our collaborative approach allows us to deliver national strength with local service.
Responsibilities
Alera Group offers comprehensive benefits to our colleagues, including medical, dental, life and disability insurance, 401k, generous paid time off and much more.
This job is In-Office.
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.
Location Type
In-Office
Alera Group is looking for a Commercial Lines Account Manager. We are seeking highly motivated colleagues who bring experience and enthusiasm to our team – joining us may be the perfect fit for you! Prior experience in Commercial lines is required. This role can be located in one of the following offices - Appleton, Green Bay, Madison, Onalaska or Waukesha.
Founded in 2017, Alera Group has grown to become the 14th largest broker of U.S. business. We are passionate about our clients’ success in Employee Benefits, Property & Casualty Insurance, and Financal Services. With offices nationwide, our collaborative approach allows us to deliver national strength with local service.
Responsibilities
- Service and manage a portfolio of mid-market to large commercial insurance accounts by coordinating renewals, policy changes, endorsements, billing, audits, and client inquiries while ensuring regulatory and company compliance
- Support new and renewal business by preparing applications and proposals, evaluating client exposures, analyzing loss trends, obtaining carrier quotes, and assisting producers with marketing and placement
- Collaborate closely with producers, underwriters, carriers, and internal teams to deliver seamless client service, maintain accurate agency system records, and drive strong account retention
- High school diploma or equivalent required (Associate’s or Bachelor’s preferred)
- 2 years of commercial lines insurance servicing experience
- Active P&C license required or ability to obtain within a specified timeframe
- Working knowledge of commercial insurance products (GL, Property, Workers’ Comp, Auto, Umbrella, etc.) with proficiency in agency management systems such as Applied Epic, AMS360, or similar
- Strong communication, organization, and attention‑to‑detail skills with a commitment to professional development, including pursuit of CISR, CIC, or related designations within two years
Alera Group offers comprehensive benefits to our colleagues, including medical, dental, life and disability insurance, 401k, generous paid time off and much more.
This job is In-Office.
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.
Location Type
In-Office