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Alera Group, Inc. · 2 weeks ago

Customer Service Agent Select Accounts

Stevens Point, WI

Full-time

Onsite

Entry, Mid Level

$24/hr - $26/hr

2+ years exp

Alera Group, Inc. is a leading broker of US business, specializing in various services including Employee Benefits and Property and Casualty Insurance. They are seeking a Customer Service Agent to manage client relationships, policy renewals, and deliver exceptional service to small business clients.

Employee BenefitsFinancial ServicesInsuranceRisk Management

Responsibilities

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

Qualification

P&C administrationCommercial insuranceProperty & Casualty licenseMicrosoft Office SuiteAgency management systemsClient serviceProactiveAttention to detail

Required

High school diploma required

Minimum of 2 years of related experience in P&C administration with a carrier, broker, or wholesaler with a strong history of client service

Property & Casualty broker's license required

Thorough technical knowledge of commercial property and casualty products

Proficient in Microsoft Office Suite and agency management systems

Preferred

Bachelor's degree preferred

Commercial insurance experience is strongly preferred

Professional designations or certifications are preferred

Benefits

Medical

Dental

Life and disability insurance

401k

Generous paid time off

Much more

Company

Alera Group, Inc.

Alera Group is a growing leader, reimagining the complex risk management, insurance and financial services delivery experience through intentional collaboration connecting clients to holistic solutions that protect and grow all they value most.

Founded in 2017

Deerfield, Illinois, USA

1001-5000 employees