Commercial Lines Account Support Specialist
About The Position
The Commercial Lines Account Support Specialist provides essential day-to-day service support to Account Managers, helping ensure a high level of client satisfaction, operational accuracy, and team efficiency. This role is critical in maintaining strong client relationships and supporting the retention of existing business. At Alera Group, our Property & Casualty team helps businesses protect their assets, manage risk, and plan confidently for the future. We’re seeking a Commercial Lines Account Support Specialist who will support risk strategy, client service excellence, and operational accuracy.
Requirements
- Strong customer service orientation with excellent attention to detail
- Ability to manage multiple priorities in a fast paced environment
- Strong communication and interpersonal skills
- Detail orientation
- Accountability and follow through
- Collaboration and teamwork
- Client first mindset
- Active Property & Casualty License OR Ability to obtain required licensure within 6 months of hire
- Ongoing continuing education to maintain active status
Nice To Haves
- Experience working within an insurance agency or brokerage environment
- 1–2 years of experience supporting Commercial Lines insurance accounts
- Familiarity with commercial insurance documentation and servicing workflows
Responsibilities
- Support Account Managers and Producers with servicing client accounts
- Assist with communication between clients, carriers and internal teams
- Contribute to retention efforts by ensuring responsive and high-quality service delivery
- Maintain accurate documentation within agency management systems such as AMS360 or EPIC
- Process policy changes, endorsements, certificates and related documentation
- Support new business and renewal processes, including data entry and file maintenance
- Ensure compliance with internal procedures, carrier requirements and regulatory guidelines
- Assist with preparing reports, audits and administrative deliverables
- Identify opportunities to improve processes and enhance service delivery
- Support team initiatives focused on efficiency, quality and accuracy
- Contribute to a collaborative team environment through knowledge, sharing and support
Benefits
- medical
- dental
- vision
- life and disability coverage
- 401(k)
- generous PTO
- 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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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
