Alera Group, Inc. · 7 hours ago
Personal Lines Staff Development Coordinator
Alera Group, Inc. is a rapidly growing broker of US business, passionate about client success in various services. They are seeking a Personal Lines Staff Development Coordinator to train new employees and ensure consistency in Personal Lines operations.
Employee BenefitsFinancial ServicesInsuranceRisk Management
Responsibilities
Train new Personal Lines employees on the Agency Management System (AMS), ImageRight, PL Rating, SinglePoint, carrier websites, and all related workflows, tools, and procedures; review Teams organization and resources with new staff
Set up AMS for new employees, ensure proper desktop configurations, assist current staff with AMS/ImageRight procedures, and coordinate with IT to resolve system or carrier-site issues
Lead quarterly re-training sessions and provide continuous education to maintain consistency, accuracy, and efficiency across Personal Lines operations
Responsible for training new Personal Lines employees on individual insurance carrier websites - including quoting, applications, policy change requests, locating claims information, billing information, and declarations pages
Qualification
Required
High school diploma required
Minimum 5 years of Personal Lines insurance experience, with proven training experience (remote training preferred)
IT experience required, with strong familiarity with company software, systems, and departmental procedures
Ability to stay current on industry developments and maintain up-to-date knowledge in all areas of Personal Lines and training responsibilities
Preferred
college degree or equivalent experience
Benefits
Medical
Dental
Life and disability insurance
401k
Generous paid time off
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.
Funding
Current Stage
Late StageTotal Funding
$1.1BKey Investors
Bank of MontrealGenstar Capital
2025-05-01Debt Financing· $1B
2023-04-12Private Equity· $100M
2017-01-04Private Equity
Recent News
2025-10-21
Company data provided by crunchbase