Account Coordinator CSR
About The Position
Alera Group is looking for a Commercial Lines Account Coordinator. We are seeking highly motivated colleagues who bring experience and enthusiasm to our team – joining us may be the perfect fit for you! Alera Group was founded in 2017 and has grown to become the 14th largest broker of US business. We are passionate about our clients’ success in the areas of Employee Benefits, Property and Casualty Insurance, Retirement Plan Services, and Wealth Services. With a network of offices nationwide, our commitment to collaboration allows us to offer national resources combined with local service.
Requirements
- High school diploma or equivalent, with 3+ years of customer service experience and 0–2 years of insurance experience
- Strong organizational, communication, interpersonal, and self-motivation skills, with willingness to obtain a P&C license within 90 days
- Proficient in MS Office and data entry; experience with AMS360 is a plus
Nice To Haves
- experience with AMS360
Responsibilities
- Support account management by entering and maintaining client and policy data, processing changes, invoicing, and assisting with renewals and new business
- Build knowledge in Medical Malpractice and ancillary liability lines while managing small business accounts and client relationships
- Collaborate with carriers, clients, and internal teams using AMS360, Microsoft Office, and other Alera tools to ensure accurate documentation and seamless service
Benefits
- Alera Group offers comprehensive benefits to our colleagues, including medical, dental, life and disability insurance, 401k, generous paid time off and much more.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
