Commercial Lines Client Service Pro - Hybrid

Alera Group, Inc.; Stevens Point (WI); Hybrid; USD 42,000 - 68,000; Full time

Benefits offered by this job

Hybrid work model

Medical, dental, vision benefits

401(k)

Job summary

Alera Group, a national commercial insurance broker, seeks a Commercial Lines Customer Service Agent – Property & Casualty to support clients with renewals, policy changes, and inquiries. This hybrid role connects with Producers, Account Managers, underwriters, and in-house service teams to ensure accurate servicing and compliant documentation.

The position focuses on client service delivery, policy servicing, renewals support, and operational accuracy.

Qualifications

• High school diploma or equivalent; associate or bachelor’s degree preferred.
• Active Property & Casualty license or ability to obtain within a specified timeframe.
• Strong written and verbal communication skills.
• Excellent organizational, time-management, and prioritization skills.
• High attention to detail and accuracy.

Responsibilities

• Manage client communications related to renewals, policy changes, audits, billing, and general service inquiries.
• Respond promptly to client questions regarding coverage, billing, and claims.
• Build rapport with clients and contribute to long‑term relationship retention.
• Service a portfolio of commercial accounts across multiple industries.
• Process endorsements, cancellations, certificates of insurance, and other policy changes.
• Prepare and review renewal submissions, applications, and proposals for new and existing business.
• Coordinate with underwriters and carriers to obtain quotes and coverage options.
• Maintain accurate documentation and data entry within agency management systems.
• Ensure adherence to insurance regulations, company standards, and client requirements.

Skills

Property & Casualty license

Effective communication

Organization & time management

Education

High school diploma or equivalent

Associate or bachelor’s degree preferred

Tools

Applied Epic

AMS360

Job description

Alera Group, a national commercial insurance broker, seeks a Commercial Lines Customer Service Agent – Property & Casualty to support clients with renewals, policy changes, and inquiries. This hybrid role connects with Producers, Account Managers, underwriters, and in-house service teams to ensure accurate servicing and compliant documentation.

The position focuses on client service delivery, policy servicing, renewals support, and operational accuracy.