Client Service Coordinator

Alera Group•UNAVAILABLE, UNAVAILABLE

3d•Remote

About The Position

Client Service Coordinator – Property & Casualty Location: Remote 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 Coordinator who will support risk strategy, client service excellence, and operational accuracy. About Alera Group Alera Group was founded in 2017 and has grown to become the 14th largest broker of U.S. business. We are passionate about our clients’ success in the areas of Employee Benefits, Property and Casualty Insurance, and Financial Services. With a network of offices nationwide, our commitment to collaboration allows us to offer national resources combined with local service. Why Alera Group Meaningful Impact: Help clients and employees navigate benefits programs that drive retention, engagement, and satisfaction Growth & Learning: Opportunities to deepen your expertise and gain exposure to a variety of clients and industries Collaborative Culture: Work in a team-oriented environment that values accountability, partnership, and the principles of The Collaborative Way

Requirements

Ability to obtain Property and Casualty license within 90 days of hire
Strong communication and relationship management skills
Ability to manage multiple priorities in a fast paced environment
Attention to detail and strong organizational skills
Proficiency in Microsoft Office applications

Nice To Haves

Prior customer service or administrative experience
Interest in insurance brokerage or client account management environment
Familiarity with data entry systems or agency management platforms

Responsibilities

Support clients with coverage placement renewals claims coordination policy analysis and day to day service needs
Assist Client Managers by preparing materials and coordinating account activities to support client relationships
Collaborate with carriers and underwriting partners to process changes and maintain accurate account information
Contribute to retention and growth initiatives through responsive service and attention to client needs
Maintain documentation in agency management systems including policy and client data activities and correspondence
Ensure compliance with internal procedures and policy accuracy standards
Support audits reporting and administrative processes as needed
Process routine policy changes endorsements and certificates
Support renewal workflows including data entry document preparation invoicing and generation of renewal documentation
Monitor deadlines to ensure timely issuance of policies and completion of service tasks
Log claim notices and update claim tracking systems while supporting follow up activities with claims teams
Assist in identifying coverage gaps and potential service improvements
Partner on new business opportunities by supporting administrative setup and documentation for new accounts
Identify and resolve issues such as billing discrepancies or data inconsistencies
Contribute to process improvements that enhance efficiency accuracy and client experience