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Client Service Associate

Alera Group

Montpelier, Vermont

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JOB DETAILS
SKILLS
Administrative Skills, Asset Management, Communication Skills, Customer Relations, Customer Support/Service, Detail Oriented, Develop and Maintain Customers, Documentation, Financial Services, High School Diploma, Insurance, Leadership, Licensing, Multitasking, Operational Support, Organizational Skills, Risk Management, Sales Management, Support Documentation, Team Building, Team Player, Time Management
LOCATION
Montpelier, Vermont
POSTED
17 days ago
OVERVIEW

At Alera Group, our Property & Casualty team helps businesses protect their assets, manage risk, and plan confidently for the future. We're seeking a Client Service Associate to support our Property & Casualty team in delivering accurate, timely, and high-quality service to clients.This role works closely with Account Managers and plays a key part in day-to-day account servicing, documentation, and operational support.

About Alera Group

Alera Group is one of the largest and fastest-growing independent insurance and financial services firms in the U.S. We combine national strength with local service, using a collaborative team approach to deliver exceptional results for clients across industries.

Why Alera Group

Make an Impact: Support clients and internal teams through timely, service-driven work.
Grow With Us: Alera Group invests in training, professional development, and long-term career paths.
The Collaborative Way: Team-focused environment built on accountability and communication.
National Strength. Local Heart: Resources of a national firm with a people-first approach.

RESPONSIBILITIES

Client Service Support
  • Assist Account Managers with client files, certificates, ID cards, and service materials
  • Respond to internal and client requests in a timely and professional manner
  • Support daily servicing needs to maintain strong client relationships
Operational Support
  • Maintain accurate documentation within internal systems
  • Process Motor Vehicle Reports (MVRs) and pre-employment screening requests
  • Assist with claims tracking and related reporting
Team & Office Support
  • Provide backup support for phones and front desk when needed
  • Participate in training and team development sessions

QUALIFICATIONS

Required
  • High School Diploma or GED
  • Strong attention to detail and ability to manage multiple tasks
  • Excellent communication and organizational skills
  • Reliable, accountable, and team-oriented
Preferred
  • Experience in customer service, administrative, or insurance-related roles
  • Familiarity with systems such as AMS360

ADDITIONAL INFORMATION

Compensation:
Salary range: $43,000 - $55,000 per year, based on experience.

Benefits:
Alera Group offers comprehensive benefits including medical, dental, vision, life and disability coverage, 401(k), generous PTO, and more.

Work Model:
This role is Hybrid (Eastern Time Zone preferred)
Open to remote candidates for the right fit, with the ability to support in-office needs during peak periods (e.g., large certificate processing cycles).
Professional Development - Alera Group Academy:At Alera Group, growth isn't left to chance. Through Alera Group Academy, we provide structured development opportunities designed to help you expand your expertise and build a meaningful career.
You'll have access to:
  • Role-specific learning paths
  • Leadership development programs
  • Technical and compliance training
  • Industry certifications and continuing education support
  • Peer learning and knowledge-sharing communities
Whether you're looking to build foundational insurance knowledge or grow into an Account Manager role, we're invested in your development.
Licensure & Certifications (If Applicable)
This position does not require an active license at time of hire.
  • Opportunity to pursue a Property & Casualty license over time
  • Support and resources available for licensing and continued education
We're an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status, or any other protected class.

Alera Group is committed to protecting your privacy. Please review our Privacy Policy to understand what personal information we may collect and use as part of your application process.

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Location Type

Hybrid

About the Company

A

Alera Group

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