Client Service Coordinator

Alera Group • Seattle, WA

8h • Hybrid

About The Position

Alera Group’s Property & Casualty team partners with businesses to identify risks, protect assets, and deliver insurance solutions. The Client Service Coordinator helps build trusted client relationships, deliver exceptional service, and provide proactive guidance to clients navigating an evolving risk landscape. This hybrid position combines in-office and remote work based on business needs and manager expectations; the location information specifies two or fewer days in the office.

Requirements

• Strong verbal and written communication skills with a customer-service mindset.
• Proficiency with Microsoft Word, Excel, and Outlook.
• Experience with agency management systems and carrier rating platforms.
• Strong organizational skills, exceptional attention to detail, and follow-through.
• Ability to manage multiple priorities in a deadline-driven environment.
• Ability to work independently and contribute effectively within a team environment.
• Strong problem-solving and critical-thinking skills.
• Commitment to providing responsive and accurate service.

Nice To Haves

• Commercial insurance experience in rating, policy processing, account support, or a related agency or carrier environment.
• Working knowledge of commercial lines terminology, policy documents, rating processes, and servicing transactions.
• Ability to perform basic premium calculations and review rating information for accuracy.
• Active Property & Casualty Insurance License or ability to obtain licensure within a designated timeframe.
• Experience with Sagitta, ImageRight, PolicyCenter, Instech, OneNote, or similar systems.
• Experience supporting commercial lines renewals, new business, endorsements, and policy issuance.
• Associate's or Bachelor's degree, or equivalent combination of education and relevant experience.

Responsibilities

• Prepare commercial insurance quotes by compiling exposure and application data, entering information into carrier rating systems, and validating rates and premiums.
• Process quote revisions, policy changes, renewals, new business submissions, and policy issuance activities accurately and on time.
• Partner with carrier representatives and underwriting teams to resolve questions, obtain information, and support efficient workflow management.
• Handle client service transactions, including certificates of insurance, endorsements, cancellations, binders, ID cards, and related policy documents.
• Support account managers with policy reviews, premium audits, loss runs, premium financing documentation, invoicing activities, and renewal preparation.
• Maintain accurate client, policy, quote, and activity information in agency management and document management systems.
• Prioritize competing requests, monitor outstanding items, and meet deadlines in a high-volume environment.
• Build strong relationships with clients, carrier partners, underwriters, and internal team members while delivering exceptional service.

Benefits

• Medical, dental, and vision insurance.
• Life and disability coverage.
• 401(k).
• Generous paid time off.
• Professional development and career growth opportunities.

What This Job Offers

• Job Type: Full-time
• Education Level: No Education Listed