Customer Service - Agent

Overview Customer Service - Agent Location - Hybrid preferred in WI 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 Customer Service - Agent, you'll help build trusted client relationships, deliver exceptional service, and provide proactive guidance that helps clients confidently navigate an evolving risk landscape. Responsibilities Manage client communications related to renewals, policy changes, audits, billing, and coverage questionsRespond promptly to client inquiries regarding coverage, claims, billing, and policy servicing mattersIssue certificates of insurance and maintain accurate policy documentationService a portfolio of commercial accounts across a variety of industriesProcess endorsements, cancellations, certificates, and other policy transactionsPrepare renewal submissions, applications, proposals, and supporting documentation for new and existing businessCoordinate with carriers and underwriters to obtain quotes and coverage options for renewal opportunitiesMaintain accurate information within agency management systems while adhering to regulatory and company standards Qualifications Required Qualifications High school diploma or equivalent requiredActive Property & Casualty Insurance License or ability to obtain within a specified timeframeMinimum 2 years of commercial lines servicing experience preferredWorking knowledge of commercial insurance products including general liability, property, workers' compensation, commercial auto, and umbrella coveragesProficiency with agency management systems such as Applied Epic, AMS360, or similar platformsStrong verbal and written communication skillsExcellent organizational and time management abilitiesStrong attention to detail with the ability to manage multiple priorities effectively Preferred Qualifications Associate's or bachelor's degree in Business, Insurance, Risk Management, or a related fieldExperience supporting commercial insurance Account Managers and ProducersProfessional designation such as CISR, CIC, or similar credentialExperience reviewing insurance policies, coverage forms, and related documentationAbility to analyze exposures and support coverage recommendationsExperience working directly with carrier representatives and underwriting teamsCommitment to ongoing professional development and industry educationExperience managing a book of business in an agency or brokerage environment Benefits Eligible colleagues enjoy a comprehensive benefits package including - Medical, dental, and vision insuranceLife and disability coverage401(k)Generous paid time offProfessional 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. Ongoing continuing education to maintain active status We're an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status, or any other protected class. Alera Group is committed to protecting your privacy. Please review our Privacy Policy to understand what personal information we may collect and use as part of your application process. Location Type Hybrid - 3 or more days in office - Office UKG Work location