Client Service Associate
About The Position
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 who supports client service excellence, operational accuracy, and the daily servicing of Commercial Lines accounts. This role collaborates closely with Account Managers to deliver exceptional service, maintain documentation, and uphold Alera Group’s high performance standards. 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 accurate, timely, and service‑driven work. Grow With Us: Alera Group invests in training, professional development, and long‑term career paths. The Collaborative Way: We lead with accountability, teamwork, and open communication. National Strength. Local Heart: A people‑first culture with strong resources and expertise.
Requirements
- High School Diploma or GED
- Strong attention to detail and ability to manage multiple ongoing tasks and deadlines
- Excellent communication, listening, and organizational skills
- Demonstrated accountability, reliability, and willingness to learn
- Ability to work collaboratively within a team environment
Nice To Haves
- Familiarity with insurance technology platforms or Commercial Lines servicing tools
- Experience in client service, administrative support, or insurance operations
- Interest in pursuing ongoing professional development within insurance or client services
Responsibilities
- Assist Account Managers with preparation and maintenance of client files, prerenewal packets, certificates, ID cards, claims spreadsheets, and other service materials
- Respond promptly and accurately to client and team requests, ensuring exceptional customer service
- Support day‑to-day service needs that contribute to client retention and positive client experience
- Maintain accurate and thorough documentation within required systems, ensuring compliance and data integrity
- Complete Motor Vehicle Reports (MVRs) and Pre‑Employment Screening requests efficiently, including quarterly review and claims-related processing
- Provide backup coverage for receptionist duties, including phones and front desk support
- Participate in training, seminars, and team development sessions to expand knowledge and capabilities
- Evaluate workflows and recommend process improvements to enhance efficiency and service quality
- Understand how individual work impacts overall team performance and uphold Alera Group’s service commitments
- Support the team’s performance culture by consistently meeting deadlines, maintaining accuracy, and modeling professionalism
Benefits
- Alera Group offers comprehensive benefits including medical, dental, vision, life and disability coverage, 401(k), generous PTO, and more.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
