Account Coordinator

Alera GroupChicago, IL
Onsite

About The Position

At 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 Account Coordinator, you'll help build trusted client relationships, deliver exceptional service, and provide proactive guidance that helps clients confidently navigate an evolving risk landscape. This role works on a team focusing on Healthcare Liability and Medical Malpractice insurance.

Requirements

  • High School diploma or equivalent
  • Minimum 3 years of customer service experience
  • Strong organizational, interpersonal, and written/verbal communication skills
  • Self-motivated with the ability to manage multiple priorities
  • Excellent data entry skills and proficiency with Microsoft Office applications
  • Ability to deliver responsive and professional client service
  • Ability and willingness to obtain a Property & Casualty Insurance License within 90 days of hire

Nice To Haves

  • 0 to 2 years of insurance industry experience
  • Experience with AMS360 or other agency management systems
  • Interest in developing expertise in Healthcare Liability and Medical Malpractice insurance
  • Experience supporting account management, client service, or insurance operations functions

Responsibilities

  • Enter client and policy information into the agency management system and maintain accurate account records
  • Review policies, process change requests, follow up with carriers, review endorsements, and invoice clients
  • Assist with the renewal and new business processes while supporting overall account management activities
  • Develop a strong understanding of Medical Malpractice Liability Insurance and related ancillary liability coverages
  • Build and maintain relationships with carrier partners, healthcare providers, medical firms, and internal colleagues
  • Generate certificates of insurance, proposals, and other client-related documents
  • Utilize AMS360, Microsoft Office Suite, COI generator, and other internal tools to support workflow efficiency
  • Manage ad hoc administrative and account maintenance tasks to ensure a positive client experience

Benefits

  • Medical, dental, vision, and disability insurance
  • Life and disability coverage
  • 401(k) with company match
  • Generous paid time off
  • Wellness programs
  • Professional development and career growth opportunities
  • Insurance licensing and continuing education support
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