Commercial Lines Customer Service - Agent

Alera Group•Onalaska, WI

12d•Hybrid

About The Position

Commercial Lines Customer Service Agent – Property & Casualty Hybrid: Appleton, Green Bay, Eau Claire, Madison, Onalaska, Stevens Point, Waukesha, Wausau WI At Alera Group, our Property & Casualty team helps businesses protect their assets, manage risk, and plan confidently for the future. We are seeking a Commercial Lines Customer Service Agent to provide responsive, accurate support to commercial insurance clients. This role partners closely with Producers and Account Managers to service accounts, process policy changes, coordinate renewals, and deliver a consistently positive client experience. 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. This role focuses on client service delivery, policy servicing, renewals support, and operational accuracy while collaborating with producers, account managers, underwriters, and internal service teams.

Requirements

High school diploma or equivalent (associate or bachelor’s degree preferred)
Active Property & Casualty insurance license, or ability to obtain within a specified timeframe
Strong written and verbal communication skills
Excellent organizational, time‑management, and prioritization skills
High attention to detail and accuracy
Client‑first mindset
Detail orientation and accuracy
Accountability and follow‑through
Professional communication
Collaboration and teamwork
Continuous learning and development

Nice To Haves

Two or more years of commercial lines servicing experience
Working knowledge of commercial insurance products such as general liability, property, workers’ compensation, auto, and umbrella
Experience with agency management systems such as Applied Epic or AMS360
Professional designations such as CISR or CIC, or willingness to pursue
Active State Life & Health License
Ongoing continuing education to maintain active status

Responsibilities

Manage client communications related to renewals, policy changes, audits, billing, and general service inquiries
Respond promptly to client questions regarding coverage, billing, and claims
Build rapport with clients and contribute to long‑term relationship retention
Service a portfolio of commercial accounts across multiple industries
Process endorsements, cancellations, certificates of insurance, and other policy changes
Prepare and review renewal submissions, applications, and proposals for new and existing business
Coordinate with underwriters and carriers to obtain quotes and coverage options
Maintain accurate documentation and data entry within agency management systems
Ensure adherence to insurance regulations, company standards, and client requirements
Support producers and account managers in marketing new and renewal business with a focus on retention
Collaborate with internal teams and carriers to deliver seamless, high‑quality service
Continue building technical knowledge of commercial insurance products and exposures