Commercial Account Manager - WI

Alera Group, Inc.

Appleton (WI)

Hybrid

USD 42,000 - 60,000

Full time

12 days ago

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Benefits offered by this job

Hybrid work model

Professional development

Benefits package

Job summary

Alera Group, Commercial Lines Customer Service Agent – Property & Casualty, offers a hybrid role serving Appleton and surrounding Wisconsin offices. You will support commercial insurance clients, coordinate renewals, process policy changes, and work closely with producers and account managers to ensure accurate service.

Responsibilities emphasize client communication, policy servicing, risk management collaboration, and maintaining precise records in agency systems.

Qualifications

High school diploma or equivalent; associate or bachelor’s 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.
Coordinate with underwriters and carriers to obtain quotes and coverage options.
Maintain accurate documentation and data entry within agency management systems.
Support producers and account managers in marketing new and renewal business.
Collaborate with internal teams to deliver high-quality service.

Skills

Communication skills

Attention to detail

Organization & time management

Education

High school diploma or equivalent (associate or bachelor’s degree preferred)

Tools

Applied Epic

AMS360

Job description

Overview

Hybrid - Appleton, Green Bay, Eau Claire, Madison, Onalaska, Stevens Point, Wausau WI At

Overview Commercial Lines Customer Service Agent – Property & Casualty Hybrid - Appleton, Green Bay, Eau Claire, Madison, Onalaska, Stevens Point, Wausau WI At Alera Group, our Property & Casualty team helps businesses protect their assets, manage risk, and plan confidently for the future. We are seeking a Commercial Lines Customer Service Agent to provide responsive, accurate support to commercial insurance clients. This role partners closely with Producers and Account Managers to service accounts, process policy changes, coordinate renewals, and deliver a consistently positive client experience.

About Alera Group Alera Group was founded in 2017 and has grown to become the 14th largest broker of U.S. business. We are passionate about our clients’ success in the areas of Employee Benefits, Property and Casualty Insurance, and Financial Services. With a network of offices nationwide, our commitment to collaboration allows us to offer national resources combined with local service.

This role focuses on client service delivery, policy servicing, renewals support, and operational accuracy while collaborating with producers, account managers, underwriters, and internal service teams.

Why Alera Group

Meaningful Impact - Help clients and employees navigate benefits programs that drive retention, engagement, and satisfaction
Growth & Learning - Opportunities to deepen your expertise and gain exposure to a variety of clients and industries
Collaborative Culture - Work in a team-oriented environment that values accountability, partnership, and the principles of The Collaborative Way

Responsibilities

What You’ll Do / Your Impact

Client Partnership & Risk Strategy

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

Operational Excellence

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

Strategic Contribution

Support producers and account managers in marketing new and renewal business with a focus on retention
Collaborate with internal teams and carriers to deliver seamless, high‑quality service
Continue building technical knowledge of commercial insurance products and exposures

Qualifications

What You Bring

Required

High school diploma or equivalent (associate or bachelor’s degree preferred)
Active Property & Casualty insurance 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

Preferred

Two or more years of commercial lines servicing experience
Working knowledge of commercial insurance products such as general liability, property, workers’ compensation, auto, and umbrella
Experience with agency management systems such as Applied Epic or AMS360
Professional designations such as CISR or CIC, or willingness to pursue

Core Competencies

Client‑first mindset
Detail orientation and accuracy
Accountability and follow‑through
Professional communication
Collaboration and teamwork
Continuous learning and development

Additional Information

Benefits -

Alera Group offers comprehensive benefits including medical, dental, vision, life and disability coverage, 401(k), generous PTO, and more.

Work Model -

This role is Hybrid Professional Development – Alera Group Academy

Professional Development – Alera Group Academy

At Alera Group, growth isn’t left to chance. Through Alera Group Academy, we provide structured development opportunities designed to help you expand your expertise and build a meaningful career.

You’ll have access to -

Role-specific learning paths
Leadership development programs
Technical and compliance training
Industry certifications and continuing education support
Peer learning and knowledge-sharing communities

Whether you’re deepening technical expertise or preparing for leadership, we’re invested in helping you grow.

Licensure & Certifications

Active State Life & Health License
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.

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