Client Service Representative jobs in United States
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Alera Group, Inc. · 1 day ago

Client Service Representative

Alera Group is looking for a Client Service Representative to join their team. This role involves reviewing and processing insurance policies, managing documentation, and delivering exceptional customer service to clients.

Employee BenefitsFinancial ServicesInsuranceRisk Management

Responsibilities

Review and process policies, endorsements, and audits, coordinating endorsement requests with insurance carriers to ensure accuracy and compliance
Manage insurance documentation and reporting, including issuing certificates of insurance, ordering MVRs and FR-19s, and updating driver information
Deliver exceptional customer service, responding promptly and thoroughly to client requests and maintaining strong client relationships

Qualification

Commercial lines account managementProperty & Casualty LicenseCustomer serviceHigh School Diploma

Required

High School Diploma
Minimum of 1+ years of commercial lines account management
Property & Casualty License Required

Benefits

Medical
Dental
Life and disability insurance
401k
Generous paid time off
Much more

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