OVERVIEWClient Service CoordinatorAbout Alera GroupFounded in 2017, Alera Group is one of the nation's leading independent insurance and financial services firms. We combine the strength of a national organization with the personalized service and expertise of local teams to help clients succeed across Employee Benefits, Property & Casualty Insurance, Retirement Plan Services, Wealth Services, and Human Capital Solutions.
Why Join Alera Group?- Collaborate with purpose - Work alongside colleagues who believe the best results come from strong partnerships, shared expertise, and supporting one another.
- Build your career - Expand your expertise through meaningful work, continuous learning, and opportunities across a growing national organization.
- Make an impact - Help businesses protect what matters most while delivering solutions that support their long-term success.
The OpportunityAt Alera Group, our Property & Casualty team partners with businesses to identify risks, protect assets, and deliver insurance solutions that support long-term success. As a
Client Service Coordinator, you'll help build trusted client relationships, deliver exceptional service, and provide proactive guidance that helps clients confidently navigate an evolving risk landscape.
RESPONSIBILITIES- Prepare commercial insurance quotes by compiling exposure and application data, entering information into carrier rating systems, and validating rates and premiums
- Process quote revisions, policy changes, renewals, new business submissions, and policy issuance activities while ensuring accuracy and timeliness
- Partner with carrier representatives and underwriting teams to resolve questions, obtain information, and support efficient workflow management
- Handle client service transactions including certificates of insurance, endorsements, cancellations, binders, ID cards, and related policy documents
- Support account managers with policy reviews, premium audits, loss runs, premium financing documentation, invoicing activities, and renewal preparation
- Maintain accurate client, policy, quote, and activity information within agency management and document management systems
- Prioritize competing requests, monitor outstanding items, and ensure timely completion of deadlines in a high-volume environment
- Build strong relationships with clients, carrier partners, underwriters, and internal team members while delivering exceptional service
QUALIFICATIONSRequired Qualifications- Strong verbal and written communication skills with a customer-service mindset
- Proficiency with Microsoft Word, Excel, and Outlook
- Experience with agency management systems and carrier rating platforms
- Strong organizational skills with exceptional attention to detail and follow-through
- Ability to manage multiple priorities in a deadline-driven environment
- Ability to work independently while contributing effectively within a team environment
- Strong problem-solving and critical-thinking skills
- Commitment to providing responsive and accurate service
Preferred Qualifications- Commercial insurance experience in rating, policy processing, account support, or a related agency or carrier environment
- Working knowledge of commercial lines terminology, policy documents, rating processes, and servicing transactions
- Ability to perform basic premium calculations and review rating information for accuracy
- Active Property & Casualty Insurance License or ability to obtain licensure within a designated timeframe
- Experience with Sagitta, ImageRight, PolicyCenter, Instech, OneNote, or similar systems
- Experience supporting commercial lines renewals, new business, endorsements, and policy issuance
- Associate's or Bachelor's degree, or equivalent combination of education and relevant experience
Compensation- Hourly Range: $27.00-$30.00 hourly
BenefitsEligible colleagues enjoy a comprehensive benefits package including:
- Medical, dental, and vision insurance
- Life and disability coverage
- 401(k)
- Generous paid time off
- Professional development and career growth opportunities
ADDITIONAL INFORMATIONWork ArrangementThis position is Hybrid
- Hybrid: This role follows a hybrid work arrangement, combining in-office and remot