Customer Service - Agent

Alera Group, Inc.; Onalaska (WI); Hybrid; USD 42,000 - 64,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

Life and disability coverage

401(k)

Generous paid time off

Professional development and career成长

Job summary

Alera Group seeks a Customer Service - Agent to support our Property & Casualty team in Wisconsin, delivering proactive guidance and building trusted client relationships. You will handle renewals, policy changes, and billing while ensuring accurate documentation and strong service across a varied commercial client portfolio.

Ideal candidates have 2+ years of commercial lines servicing, active P&C license or ability to obtain, and proficiency with agency systems.

Qualifications

• High school diploma or equivalent is required.
• Active Property & Casualty license or ability to obtain within timeframe.
• 2+ years of commercial lines servicing preferred.
• Knowledge of commercial insurance products (GL, property, workers' comp, auto, umbrella).
• Proficiency with agency management systems (Applied Epic, AMS360).
• Strong verbal and written communication, organizational and time management skills.

Responsibilities

• Manage client communications related to renewals, policy changes, audits, billing, and coverage questions.
• Respond promptly to client inquiries regarding coverage, claims, billing, and policy servicing.
• Issue certificates of insurance and maintain policy documentation.
• Service a portfolio of commercial accounts across industries.
• Process endorsements, cancellations, certificates, and other policy transactions.
• Prepare renewal submissions, applications, proposals, and supporting docs.
• Coordinate with carriers and underwriters for quotes and options.
• Maintain accurate data in agency systems per regulatory and company standards.

Skills

Verbal communication

Written communication

Organizational skills

Time management

Detail orientation

Multitasking

Education

High school diploma or equivalent

Assoc./Bachelors in Business, Insurance, Risk Management or related field

Tools

Applied Epic

AMS360

Job description

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.

Overview

Customer Service - Agent

Location - Hybrid preferred in WI

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 Customer Service - Agent, you'll help build trusted client relationships, deliver exceptional service, and provide proactive guidance that helps clients confidently navigate an evolving risk landscape.

Responsibilities

• Manage client communications related to renewals, policy changes, audits, billing, and coverage questions
• Respond promptly to client inquiries regarding coverage, claims, billing, and policy servicing matters
• Issue certificates of insurance and maintain accurate policy documentation
• Service a portfolio of commercial accounts across a variety of industries
• Process endorsements, cancellations, certificates, and other policy transactions
• Prepare renewal submissions, applications, proposals, and supporting documentation for new and existing business
• Coordinate with carriers and underwriters to obtain quotes and coverage options for renewal opportunities
• Maintain accurate information within agency management systems while adhering to regulatory and company standards

Qualifications

Required Qualifications

• High school diploma or equivalent required
• Active Property & Casualty Insurance License or ability to obtain within a specified timeframe
• Minimum 2 years of commercial lines servicing experience preferred
• Working knowledge of commercial insurance products including general liability, property, workers' compensation, commercial auto, and umbrella coverages
• Proficiency with agency management systems such as Applied Epic, AMS360, or similar platforms
• Strong verbal and written communication skills
• Excellent organizational and time management abilities
• Strong attention to detail with the ability to manage multiple priorities effectively

Preferred Qualifications

• Associate's or bachelor's degree in Business, Insurance, Risk Management, or a related field
• Experience supporting commercial insurance Account Managers and Producers
• Professional designation such as CISR, CIC, or similar credential
• Experience reviewing insurance policies, coverage forms, and related documentation
• Ability to analyze exposures and support coverage recommendations
• Experience working directly with carrier representatives and underwriting teams
• Commitment to ongoing professional development and industry education
• Experience managing a book of business in an agency or brokerage environment

Benefits

• 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 is Hybrid

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

• 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.

Location Type

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