Client Service Associate

Alera Group • Montpelier, VT

9d • Onsite

About The Position

The Client Service Associate supports the Commercial Lines team in delivering exceptional customer service. Working closely with Account Managers, the role performs key service activities, prepares client files and spreadsheets, and produces other essential deliverables. The position contributes to the day-to-day servicing of commercial lines accounts by responding efficiently and accurately to client and team requests, helping retain existing clients and attract new business.

The role is based in-office at Alera Group’s Montpelier, Vermont office, with stated hours of 8:00 a.m. to 4:30 p.m. ET. An active license is not required at hire; the employee may pursue a Property & Casualty license over time, with support and resources available for licensing and continued education.

Requirements

• 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.

Nice To Haves

• Experience in customer service, administrative, or insurance-related roles.
• Familiarity with systems such as AMS360.

Responsibilities

• 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.
• Maintain accurate documentation within internal systems.
• Process Motor Vehicle Reports (MVRs) and pre-employment screening requests.
• Assist with claims tracking and related reporting.
• Provide backup support for phones and front desk when needed.
• Participate in training and team development sessions.

Benefits

• Medical coverage.
• Dental coverage.
• Vision coverage.
• Life and disability coverage.
• 401(k).
• Generous paid time off.
• Structured professional development through Alera Group Academy, including role-specific learning paths, leadership development programs, technical and compliance training, industry certifications, continuing education support, and peer learning communities.
• Support and resources for pursuing a Property & Casualty license and continued education.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED