Customer Service Representative

Overview

Alera Group is looking for a Customer Service Agent (Commercial Select Accounts). We are seeking highly motivated colleagues who bring experience and enthusiasm to our team – joining us may be the perfect fit for you! This role can be located in Appleton, Green Bay, Stevens Point or Waukesha WI.

Alera Group was founded in 2017 and has grown to become the 15th largest broker of US business. We are passionate about our clients’ success in the areas of Employee Benefits, Property and Casualty Insurance, Retirement Plan Services, and Wealth Services. With a network of offices nationwide, our commitment to collaboration allows us to offer national resources combined with local service.

Responsibilities

Responsible for managing client relationships and policy renewals for a dedicated book of small business clients. This role involves advising clients on their coverage options, identifying up-sell and cross-sell opportunities, handling ongoing client service needs, and maintaining strong client relationships. The ideal candidate will be proactive, client focused and committed to delivering exceptional service. This role is also responsible for maintaining a customer retention goal of 95% through consistent, excellent service.

• Ensure a positive client experience by providing timely, accurate, and professional responses to all client inquiries and service needs
• Lead the renewal process as a trusted advisor by evaluating exposures, identifying coverage gaps, and recommending tailored insurance solutions
• Prepare, present, and review proposals, insurance summaries, quotes, and schedules
• Oversee the timely completion of service requests—such as certificates of insurance, auto ID cards, endorsements, billing issues, and renewals—by handling directly or coordinating with the appropriate team member
• Serve as a client advocate throughout the claims process, coordinating with carriers to ensure resolution
• Maintain data integrity by accurately documenting client and policy information in the agency management system
• Support ethical standards and internal controls by enforcing operational procedures and proper documentation practices
• Maintain a secure, compliant environment and ensure client confidentiality
• Report operational challenges or compliance risks to leadership with recommended solutions
• Adhere to defined service workflows and utilize internal systems to support accuracy, efficiency, and overall productivity
• Effectively manage client commitments and competing priorities while maintaining attention to detail in a fast-paced environment
  
  

Qualifications

• High school diploma required. Bachelor’s degree preferred
• Minimum of 2 years of related experience in P&C administration with a carrier, broker, or wholesaler with a strong history of client service
• Commercial insurance experience is strongly preferred
• Property & Casualty broker’s license required
• Professional designations or certifications are preferred
• Thorough technical knowledge of commercial property and casualty products
• Proficient in Microsoft Office Suite and agency management systems
  
  

Additional Information

This job is expected to be performed on-site in the office.

Alera Group offers comprehensive benefits to our colleagues, including medical, dental, life and disability insurance, 401k, generous paid time off and much more.

Hourly range is $24 to $26 per hour.

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