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