Commercial Account Manager - WI

Alera Group, Inc.; Onalaska (WI); Hybrid; USD 42,000 - 62,000; Full time

Benefits offered by this job

Medical, dental, vision coverage

Life and disability coverage

401(k)

Generous PTO

Hybrid work model

Job summary

Alera Group is seeking a Commercial Lines Customer Service Agent – Property & Casualty to support commercial insurance clients. You’ll work with Producers and Account Managers to service accounts, process policy changes, coordinate renewals, and deliver a high-quality client experience.

Responsibilities include renewals, endorsements, and submissions across multiple industries, with collaboration across underwriters and internal teams.

Qualifications

• High school diploma or equivalent; bachelor’s degree preferred.
• Active Property & Casualty license or ability to obtain within timeframe.
• Strong written and verbal communication skills.

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.
• Support producers and account managers in marketing new and renewal business with a focus on retention.

Skills

Interpersonal communication

Customer service

Insurance knowledge

Policy servicing

Renewals

Education

High school diploma or equivalent

Bachelor's degree preferred

Tools

Applied Epic

AMS360

Job description

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

Commercial Lines Customer Service Agent – Property & Casualty

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

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

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

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.

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.

• Hybrid

Location Type

Hybrid - 3 or more days in office - Office UKG Work location