What are the responsibilities and job description for the Account Coordinator position at Alera Group?
Overview:
Qualifications:
Additional Information:
Travel Requirements: Occasional travel may be required to support office implementations, training, and collaboration with project teams.
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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Account Coordinator
Location: In Office - Chicago, IL
About Alera Group
Founded in 2017, Alera Group is one of the nation's leading independent insurance and financial services firms. We combine the strength of a national organization with the personalized service and expertise of local teams to help clients succeed across Employee Benefits, Property & Casualty Insurance, Retirement Plan Services, Wealth Services, and Human Capital Solutions.
Why Join Alera Group?
- Collaborate with purpose – Work alongside colleagues who believe the best results come from strong partnerships, shared expertise, and supporting one another.
- Build your career – Expand your expertise through meaningful work, continuous learning, and opportunities across a growing national organization.
- Make an impact – Help businesses protect what matters most while delivering solutions that support their long-term success.
The Opportunity
At Alera Group, our Property & Casualty team partners with businesses to identify risks, protect assets, and deliver insurance solutions that support long-term success. As a Account Coordinator, you'll help build trusted client relationships, deliver exceptional service, and provide proactive guidance that helps clients confidently navigate an evolving risk landscape. This role works on a team focusing on Healthcare Liability and Medical Malpractice insurance.
Responsibilities:
- Enter client and policy information into the agency management system and maintain accurate account records
- Review policies, process change requests, follow up with carriers, review endorsements, and invoice clients
- Assist with the renewal and new business processes while supporting overall account management activities
- Develop a strong understanding of Medical Malpractice Liability Insurance and related ancillary liability coverages
- Build and maintain relationships with carrier partners, healthcare providers, medical firms, and internal colleagues
- Generate certificates of insurance, proposals, and other client-related documents
- Utilize AMS360, Microsoft Office Suite, COI generator, and other internal tools to support workflow efficiency
- Manage ad hoc administrative and account maintenance tasks to ensure a positive client experience
Qualifications:
Required Qualifications
- High School diploma or equivalent
- Minimum 3 years of customer service experience
- Strong organizational, interpersonal, and written/verbal communication skills
- Self-motivated with the ability to manage multiple priorities
- Excellent data entry skills and proficiency with Microsoft Office applications
- Ability to deliver responsive and professional client service
Licensure:
- Ability and willingness to obtain a Property & Casualty Insurance License within 90 days of hire
Preferred Qualifications
- 0 to 2 years of insurance industry experience
- Experience with AMS360 or other agency management systems
- Interest in developing expertise in Healthcare Liability and Medical Malpractice insurance
- Experience supporting account management, client service, or insurance operations functions
Compensation
- Salary: $52,000
Benefits
Eligible colleagues enjoy a comprehensive benefits package including:
- Medical, dental, vision, and disability insurance
- Life and disability coverage
- 401(k) with company match
- Generous paid time off
- Wellness programs
- Professional development and career growth opportunities
- Insurance licensing and continuing education support
Additional Information:
Work Arrangement
This position is In-Office
Travel Requirements: Occasional travel may be required to support office implementations, training, and collaboration with project teams.
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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Benefits:
Health Insurance, 401K Plan, Vacation & Paid Time OffSalary : $52,000