Personal Lines Staff Development Coordinator jobs in United States
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Alera Group, Inc. · 5 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

Personal Lines insurance experienceTraining experienceIT experienceAgency Management System (AMS)Industry developments

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.

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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 Stage
Total Funding
$1.1B
Key Investors
Bank of MontrealGenstar Capital
2025-05-01Debt Financing· $1B
2023-04-12Private Equity· $100M
2017-01-04Private Equity

Leadership Team

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Jim Blue
Chief Executive Officer
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Alan Levitz
Executive Vice Chairman
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Company data provided by crunchbase