Client Service Associate
Alera Group is one of the largest and fastest-growing independent insurance and financial services firms in the U.S. They are seeking a Client Service Associate to support their Property & Casualty team in delivering accurate, timely, and high-quality service to clients. This role involves assisting Account Managers, maintaining documentation, and supporting daily servicing needs to ensure strong client relationships.
Responsibilities
- Assist Account Managers with client files, certificates, ID cards, and service materials
- Respond to internal and client requests in a timely and professional manner
- Support daily servicing needs to maintain strong client relationships
- Maintain accurate documentation within internal systems
- Process Motor Vehicle Reports (MVRs) and pre-employment screening requests
- Assist with claims tracking and related reporting
- Provide backup support for phones and front desk when needed
- Participate in training and team development sessions
Skills
- High School Diploma or GED
- Strong attention to detail and ability to manage multiple tasks
- Excellent communication and organizational skills
- Reliable, accountable, and team-oriented
- Experience in customer service, administrative, or insurance-related roles
- Familiarity with systems such as AMS360
Benefits
- Medical, dental, vision, life and disability coverage
- 401(k)
- Generous PTO
- Hybrid (Eastern Time Zone preferred)
- Open to remote candidates for the right fit, with the ability to support in-office needs during peak periods (e.g., large certificate processing cycles)
- Role-specific learning paths
- Leadership development programs
- Technical and compliance training
- Industry certifications and continuing education support
- Peer learning and knowledge-sharing communities
- Opportunity to pursue a Property & Casualty license over time
- Support and resources available for licensing and continued education
Company Overview