Client Service Representative

Alera Group, Inc. is a rapidly growing insurance broker that specializes in Employee Benefits, Property and Casualty Insurance, and Financial Services. They are seeking a Client Service Representative to support risk strategy, client service excellence, and operational accuracy within their Property & Casualty team.

Responsibilities

• Support Commercial Lines Account Managers with day‑to‑day servicing of existing client accounts
• Provide prompt, professional responses to client service requests and inquiries
• Maintain a strong client‑focused service approach that supports retention and satisfaction
• Review and check policies, endorsements, and audits for accuracy and completeness
• Issue certificates of insurance in accordance with client and carrier requirements
• Request and process policy endorsements with insurance carriers
• Order FR‑19 forms and update driver information as needed
• Maintain accurate documentation and records within agency systems
• Manage multiple tasks while meeting deadlines and service standards
• Identify and escalate issues that require Account Manager or carrier involvement
• Contribute to consistent service practices that reduce errors and omissions exposure

Skills

• High school diploma or equivalent
• 1–2 years of experience supporting Commercial Lines insurance accounts
• Active Property & Casualty insurance license
• Strong customer service orientation with attention to detail
• Ability to manage multiple priorities in a fast‑paced environment
• Proficiency in Microsoft Office Suite
• Experience working within an insurance agency or brokerage environment
• Familiarity with commercial insurance documentation and servicing workflows

Benefits

• Medical
• Dental
• Vision
• Life and disability coverage
• 401(k)
• Generous PTO
• And more

Company Overview