Client Service Representative

Alera Group•Frederick, MD

2d•$25 - $33•Hybrid

About The Position

Client Service Representative – Property & Casualty Location: Hybrid 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 Representative 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

High school diploma or equivalent
1–2 years of experience supporting Commercial Lines insurance accounts
Active Property & Casualty insurance license
Strong customer service orientation with attention to detail
Ability to manage multiple priorities in a fast‑paced environment
Proficiency in Microsoft Office Suite

Nice To Haves

Experience working within an insurance agency or brokerage environment
Familiarity with commercial insurance documentation and servicing workflows
Client‑first mindset
Strong organizational and time‑management skills
Attention to detail and accuracy
Effective communication skills
Collaboration and teamwork
Accountability and follow‑through

Responsibilities

Support Commercial Lines Account Managers with day‑to‑day servicing of existing client accounts
Provide prompt, professional responses to client service requests and inquiries
Maintain a strong client‑focused service approach that supports retention and satisfaction
Review and check policies, endorsements, and audits for accuracy and completeness
Issue certificates of insurance in accordance with client and carrier requirements
Request and process policy endorsements with insurance carriers
Order FR‑19 forms and update driver information as needed
Maintain accurate documentation and records within agency systems
Manage multiple tasks while meeting deadlines and service standards
Support the overall efficiency and effectiveness of the commercial service team
Identify and escalate issues that require Account Manager or carrier involvement
Contribute to consistent service practices that reduce errors and omissions exposure

Benefits

Alera Group offers comprehensive benefits including medical, dental, vision, life and disability coverage, 401(k), generous PTO, and more.
Role-specific learning paths
Leadership development programs
Technical and compliance training
Industry certifications and continuing education support
Peer learning and knowledge-sharing communities

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