Commercial Lines Support Leader

Dickerson Group; Onalaska (WI); On-site; USD 65,000 - 90,000; Full time

Job summary

Alera Group in Wisconsin is seeking a Commercial Lines Support Leader to oversee a team of customer service agents and manage the administrative workflow that drives revenue growth and client retention.

This hybrid role requires an associate degree, 3–5 years in commercial insurance, and a license; you will coach staff, improve processes, and ensure service quality across offices.

Qualifications

• Associate degree and 3–5 years of related experience.
• Commercial insurance experience required.
• Active state Property & Casualty Insurance License required.
• Experience leading, coaching, mentoring, and developing team members.
• Strong knowledge of agency operations, client service processes, workflow management, and commercial insurance practices.
• Proficiency with Applied Epic and MS Office.

Responsibilities

• Lead the people, processes, and systems that support commercial lines client service operations while promoting productivity, service quality, client retention, and team engagement
• Coach, mentor, and develop team members through onboarding, training, performance management, goal setting, and ongoing professional development initiatives
• Drive process improvements, workflow enhancements, and operational best practices that improve efficiency, accuracy, and service delivery
• Oversee departmental systems, procedures, audits, Applied Epic administration, carrier website utilization, and service center relationships to ensure operational consistency and compliance
• Partner with agents, service teams, carriers, and leadership to support client retention, resolve service concerns, strengthen team performance, and achieve departmental goals

Skills

Communication

Leadership

Coaching

Problem solving

Education

Associate degree

Tools

Applied Epic

Microsoft Word

Excel

Job description

OVERVIEW

Commercial Lines Support Leader

Location: Hybrid in Wisconsin - multiple locations

About Alera Group

Founded in 2017, Alera Group is one of the nation's leading independent insurance and financial services firms. We combine the strength of a national organization with the personalized service and expertise of local teams to help clients succeed across Employee Benefits, Property & Casualty Insurance, Retirement Plan Services, Wealth Services, and Human Capital Solutions.

Why Join Alera Group?

• Collaborate with purpose – Work alongside colleagues who believe the best results come from strong partnerships, shared expertise, and supporting one another.
• Build your career – Expand your expertise through meaningful work, continuous learning, and opportunities across a growing national organization.
• Make an impact – Help businesses protect what matters most while delivering solutions that support their long-term success.

The Opportunity

At Alera Group, our Property & Casualty team partners with businesses to identify risks, protect assets, and deliver insurance solutions that support long-term success. As a Commercial Lines Support Leader, you'll oversee a team of customer service agents and lead the administrative and operational work that contributes to revenue growth, productivity and strong client retention.

RESPONSIBILITIES

• Lead the people, processes, and systems that support commercial lines client service operations while promoting productivity, service quality, client retention, and team engagement
• Coach, mentor, and develop team members through onboarding, training, performance management, goal setting, and ongoing professional development initiatives
• Drive process improvements, workflow enhancements, and operational best practices that improve efficiency, accuracy, and service delivery
• Oversee departmental systems, procedures, audits, Applied Epic administration, carrier website utilization, and service center relationships to ensure operational consistency and compliance
• Partner with agents, service teams, carriers, and leadership to support client retention, resolve service concerns, strengthen team performance, and achieve departmental goals

QUALIFICATIONS

Required Qualifications

• Associate degree and three to five years of related experience or an equivalent combination of education and experience
• Commercial insurance experience required
• Active state-specific Property & Casualty Insurance License required
• Experience leading, coaching, mentoring, and developing team members
• Strong knowledge of agency operations, client service processes, workflow management, and commercial insurance practices
• Excellent communication, organizational, problem-solving, and relationship-building skills
• Proficiency with Microsoft Word, Excel, Outlook, Applied Epic, agency management systems, and internet-based platforms

Preferred Qualifications

• Experience leading administrative, operations, or client service teams within an insurance agency environment
• Experience managing process improvement and workflow optimization initiatives
• Knowledge of performance management, employee engagement, and talent development strategies
• Experience administering Applied Epic and other insurance technology platforms
• Ability to lead change initiatives and drive operational best practices across multiple teams or locations

Benefits

Eligible colleagues enjoy a comprehensive benefits package including:

• Medical, dental, and vision insurance
• Life and disability coverage
• 401(k)
• Generous paid time off
• Professional development and career growth opportunities

ADDITIONAL INFORMATION

Work Arrangement

This position isHybrid

Travel Requirements: Occasional travel may be required to support office implementations, training, and collaboration with project teams.

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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Location Type

In-Office