Customer Service - Agent, Select Accounts chez Alera Group

Alera Group is looking for a Customer Service - Agent, Select Accounts. We are seeking highly motivated colleagues who bring experience and enthusiasm to our team – joining us may be the perfect fit for you!

Alera Group was founded in 2017 and has grown to become the 15th largest broker of US business. We are passionate about our clients’ success in the areas of Employee Benefits, Property and Casualty Insurance, Retirement Plan Services, and Wealth Services. With a network of offices nationwide, our commitment to collaboration allows us to offer national resources combined with local service.

• Initiate and follow up on customer, carrier, and agent requests to resolve issues, answer questions, request policy changes, and process new policies

• Independently manage an assigned book of clients, including new business marketing, renewals, coverage questions, quoting on carrier websites, and daily servicing needs

• Prepare, monitor, and assist with renewals, certificates, claims, cancellations, applications, and related client documents

• Facilitate the claims process by serving as the central point of contact for customers, providing continuous updates, and coordinating with producers, CSA teams, and carrier adjustors

• Provide marketing support by drafting pre-approach letters and proposals; support producers through research and onsite service for large customer claims, presentations, and reviews

• Maintain branch office supply inventory, create and manage client files, track follow-up actions, and handle assigned projects as needed

• Participate in meetings, training, service seminars, and educational activities to stay current on industry trends, regulations, and best practices

• Associate’s degree in Business, Marketing, or related field; two to three years of relevant experience and/or training, or an equivalent combination of education and experience

• Prior insurance agency and/or sales experience preferred, with knowledge of insurance basics including forms, terminology, bonds, and related concepts

• Proficiency in Microsoft Word, Excel, Outlook, and internet navigation

• Strong language skills with the ability to read, analyze, and interpret insurance policies, coverages, documents, and regulations

• Skilled in preparing reports, business correspondence, and effectively presenting information to managers, clients, carriers, and the public

• State-specific insurance license required; professional designations such as CISR or CIC preferred

This job is expected to be performed on-site in the office.

Alera Group offers comprehensive benefits to our colleagues, including medical, dental, life and disability insurance, 401k, generous paid time off and much more.

Hourly range is $24 to $29 per hour.

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.

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