Commercial Lines Support Leader
Alera Group, Inc. · Onalaska, WI · 3 wk ago
HybridFull-time
We need to output HTML fragment with sections only if real content. Use for headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We have content: Overview (maybe About the role). There's "Overview Commercial Lines Support Leader Location - Hybrid in Wisconsin - multiple locations". Then "About Alera Group" description. Then "Why Join Alera Group?" bullet points. Then "The Opportunity ...". Then "Responsibilities" list. Then "Qualifications" with Required and Preferred. Then "Benefits". Then "Additional Information" includes Work Arrangement (Hybrid), Travel Requirements, EEO, Privacy Policy, Location Type. We need to remove boilerplate: EEO, privacy, etc. Also remove duplicated lines, navigation, cookie, etc. We must not include Job ID/requisition numbers (none). We must not repeat job title as heading. We need to decide sections.
We have content for About the role: could combine Overview, About Alera Group, Why Join, The Opportunity. Could be a prose section.
Responsibilities: we have list.
Requirements: maybe combine Required Qualifications? The spec says use headings: Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We have Required Qualifications and Preferred Qualifications. Could put under Requirements (required) and Qualifications (preferred) or Skills. But we need to follow spec: Use headings exactly as given if we include them. We can include multiple sections: About the role (maybe as
for headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We have content: Overview (maybe About the role). There's "Overview Commercial Lines Support Leader Location - Hybrid in Wisconsin - multiple locations". Then "About Alera Group" description. Then "Why Join Alera Group?" bullet points. Then "The Opportunity ...". Then "Responsibilities" list. Then "Qualifications" with Required and Preferred. Then "Benefits". Then "Additional Information" includes Work Arrangement (Hybrid), Travel Requirements, EEO, Privacy Policy, Location Type. We need to remove boilerplate: EEO, privacy, etc. Also remove duplicated lines, navigation, cookie, etc. We must not include Job ID/requisition numbers (none). We must not repeat job title as heading. We need to decide sections.
We have content for About the role: could combine Overview, About Alera Group, Why Join, The Opportunity. Could be a prose section.
Responsibilities: we have list.
Requirements: maybe combine Required Qualifications? The spec says use headings: Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We have Required Qualifications and Preferred Qualifications. Could put under Requirements (required) and Qualifications (preferred) or Skills. But we need to follow spec: Use headings exactly as given if we include them. We can include multiple sections: About the role (maybe as About the role
), Responsibilities (Responsibilities
), Qualifications (Qualifications
) containing both required and preferred? Or separate Required and Preferred? The spec only lists those headings; we can't add custom headings like "Required Qualifications". So we need to fit content into those headings. Could put Required Qualifications under Requirements, Preferred under Qualifications, Skills under Skills (maybe list skills). But we have skills mentioned in qualifications: Excellent communication, organizational, problem-solving, relationship-building skills; proficiency with Microsoft Word, Excel, Outlook, Applied Epic, agency management systems, internet-based platforms. Those could go under Skills.
Benefits: we have benefits list.
Pay: not specified, so we should NOT include Pay section.
Schedule: not specified (Hybrid work arrangement is location type, not schedule). No schedule details, so omit Schedule.
We also have location info: Hybrid in Wisconsin - multiple locations. Could be part of About the role or maybe a short paragraph. Not a heading.
We need to preserve all substantive information, not invent or summarize away detail. Must not include boilerplate like EEO, privacy policy, etc.
We need to remove duplicated lines. Let's extract substantive content:
- Overview Commercial Lines Support Leader Location - Hybrid in Wisconsin - multiple locations
- About Alera Group: Founded in 2017, Alera Group is one of the nation's leading independent insurance and financial services firms. We combine the strength of a national organization with the personalized service and expertise of local teams to help clients succeed across Employee Benefits, Property & Casualty Insurance, Retirement Plan Services, Wealth Services, and Human Capital Solutions.
- Why Join Alera Group? Collaborate with purpose – Work alongside colleagues who believe the best results come from strong partnerships, shared expertise, and supporting one another. Build your career – Expand your expertise through meaningful work, continuous learning, and opportunities across a growing national organization. Make an impact – Help businesses protect what matters most while delivering solutions that support their long-term success.
- The Opportunity At Alera Group, our Property & Casualty team partners with businesses to identify risks, protect assets, and deliver insurance solutions that support long-term success. As a Commercial Lines Support Leader, you'll oversee a team of customer service agents and lead the administrative and operational work that contributes to revenue growth, productivity and strong client retention.
- Responsibilities: list:
- Lead the people, processes, and systems that support commercial lines client service operations while promoting productivity, service quality, client retention, and team engagement
- Coach, mentor, and develop team members through onboarding, training, performance management, goal setting, and ongoing professional development initiatives
- Drive process improvements, workflow enhancements, and operational best practices that improve efficiency, accuracy, and service delivery
- Oversee departmental systems, procedures, audits, Applied Epic administration, carrier website utilization, and service center relationships to ensure operational consistency and compliance
- Partner with agents, service teams, carriers, and leadership to support client retention, resolve service concerns, strengthen team performance, and achieve departmental goals
- Qualifications Required Qualifications:
- Associate degree and three to five years of related experience or an equivalent combination of education and experience
- Commercial insurance experience required
- Active state-specific Property & Casualty Insurance License required
- Experience leading, coaching, mentoring, and developing team members
- Strong knowledge of agency operations, client service processes, workflow management, and commercial insurance practices
- Excellent communication, organizational, problem-solving, and relationship-building skills
- Proficiency with Microsoft Word, Excel, Outlook, Applied Epic, agency management systems, and internet-based platforms
- Preferred Qualifications:
- Experience leading administrative, operations, or client service teams within an insurance agency environment
- Experience managing process improvement and workflow optimization initiatives
- Knowledge of performance management, employee engagement, and talent development strategies
- Experience administering Applied Epic and other insurance technology platforms
- Ability to lead change initiatives and drive operational best practices across multiple teams or locations
- Benefits: Eligible colleagues enjoy a comprehensive benefits package including -
- Medical, dental, and vision insurance
- Life and disability coverage
- 401(k)
- Generous paid time off
- Professional development and career growth opportunities
- Additional Information:
- Work Arrangement: This position is Hybrid
- Travel Requirements: Occasional travel may be required to support office implementations, training, and collaboration with project teams.
- Location Type: In-Office (but also hybrid? maybe contradictory; we keep as given)
We should not include EEO, privacy policy, etc.
Now we need to map to headings.
We could have:
About the role
containing overview, about Alera, why join, the opportunity (maybe as paragraphs). Could be multiple
elements.
Responsibilities
with- ...
Requirements
with required qualifications list.Qualifications
with preferred qualifications list.Skills
with skills list (communication, organizational, problem-solving, relationship-building, proficiency with tools). However those skills are already in required qualifications; but we can still list them under Skills if we want. But we must not duplicate content? The instruction: Preserve ALL substantive information; do NOT invent or summarize away detail. It doesn't forbid duplication, but better to avoid redundancy. However we could place the skills under Skills and not repeat them under Requirements. But then we would lose some required qualifications content if we move them. Better to keep required qualifications as is, and maybe Skills section could be omitted if no distinct skills beyond those already listed. But we have explicit skills: Excellent communication, organizational, problem-solving, and relationship-building skills; Proficiency with Microsoft Word, Excel, Outlook, Applied Epic, agency management systems, and internet-based platforms. Those are part of required qualifications. If we omit Skills section, we still have that info in Requirements. That's fine. The spec says we can include a section only when posting has real, specific content for it. We have content for Skills (those skills). But we already have them in Requirements; but we could still include Skills section with those items, but that would duplicate. Duplication is not prohibited but might be considered redundant. The instruction: "Preserve ALL substantive information; do NOT invent or summarize away detail." Duplication preserves info, not summarizing away. It's okay but maybe better to avoid duplication. However we need to decide. We also have Benefits section. We have no Pay or Schedule. We also have location/hybrid info; could be included in About the role as a short paragraph. Let's craft HTML:About the role
Overview: Commercial Lines Support Leader - Hybrid in Wisconsin - multiple locations.
About Alera Group: Founded in 2017, Alera Group is one of the nation's leading independent insurance and financial services firms. We combine the strength of a national organization with the personalized service and expertise of local teams to help clients succeed across Employee Benefits, Property & Casualty Insurance, Retirement Plan Services, Wealth Services, and Human Capital Solutions.
Why Join Alera Group? Collaborate with purpose – Work alongside colleagues who believe the best results come from strong partnerships, shared expertise, and supporting one another. Build your career – Expand your expertise through meaningful work, continuous learning, and opportunities across a growing national organization. Make an impact – Help businesses protect what matters most while delivering solutions that support their long-term success.
The Opportunity: At Alera Group, our Property & Casualty team partners with businesses to identify risks, protect assets, and deliver insurance solutions that support long-term success. As a Commercial Lines Support Leader, you'll oversee a team of customer service agents and lead the administrative and operational work that contributes to revenue growth, productivity and strong client retention.
Responsibilities
- Lead the people, processes, and systems that support commercial lines client service operations while promoting productivity, service quality, client retention, and team engagement
- Coach, mentor, and develop team members through onboarding, training, performance management, goal setting, and ongoing professional development initiatives
- Drive process improvements, workflow enhancements, and operational best practices that improve efficiency, accuracy, and service delivery
- Oversee departmental systems, procedures, audits, Applied Epic administration, carrier website utilization, and service center relationships to ensure operational consistency and compliance
- Partner with agents, service teams, carriers, and leadership to support client retention, resolve service concerns, strengthen team performance, and achieve departmental goals
Requirements
- Associate degree and three to five years of related experience or an equivalent combination of education and experience
- Commercial insurance experience required
- Active state-specific Property & Casualty Insurance License required
- Experience leading, coaching, mentoring, and developing team members
- Strong knowledge of agency operations, client service processes, workflow management, and commercial insurance practices
- Excellent communication, organizational, problem-solving, and relationship-building skills
- Proficiency with Microsoft Word, Excel, Outlook, Applied Epic, agency management systems, and internet-based platforms
Qualifications
- Experience leading administrative, operations, or client service teams within an insurance agency environment
- Experience managing process improvement and workflow optimization initiatives
- Knowledge of performance management, employee engagement, and talent development strategies
- Experience administering Applied Epic and other insurance technology platforms
- Ability to lead change initiatives and drive operational best practices across multiple teams or locations
Benefits
- Medical, dental, and vision insurance
- Life and disability coverage
- 401(k)
- Generous paid time off
- Professional development and career growth opportunities
under About the role: "Work Arrangement: This position is Hybrid. Travel Requirements: Occasional travel may be required to support office implementations, training, and collaboration with project teams." Also Location Type: In-Office (though hybrid). We'll include that. Let's add after the