Senior Client Service Representative
About the position
Alera Group is looking for a Commercial Lines Senior Client Service Representative. We are seeking highly motivated colleagues who bring experience and enthusiasm to our team – joining us may be the perfect fit for you!
Founded in 2017, Alera Group has grown to become the 14th largest broker of U.S. business. We are passionate about our clients’ success in Employee Benefits, Property & Casualty Insurance, and Financal Services. With offices nationwide, our collaborative approach allows us to deliver national strength with local service.
Responsibilities
• Provide proactive, high‑quality client service, anticipating needs and responding promptly to client, producer, and account manager inquiries while maintaining strong relationships with all stakeholders
• Support policy lifecycle and renewals, including preparing renewal submissions and proposals, processing new and renewal policies, change requests, audits, cancellations, reinstatements, and insurance documentation (ID cards, certificates, binders)
• Maintain accurate systems and documentation, ensuring policy data integrity within AMS360 and Worksmart, organizing policy delivery, and supporting ongoing risk management and service needs
Requirements
• High School diploma or equivalent required; Bachelor’s degree strongly preferred
• Illinois Property & Casualty license required or ability to obtain within 60 days of hire
• Minimum 2 years of Commercial Lines agency experience in a highly automated, risk‑management‑focused environment
• Proficiency in Microsoft Word and Excel; AMS360 experience strongly preferred
• Highly organized with strong communication, interpersonal, and teamwork skills
• Able to work effectively both independently and in a collaborative team environment
Benefits
• medical
• dental
• life and disability insurance
• 401k
• generous paid time off
Apply tot his job
Apply To this Job
Alera Group is looking for a Commercial Lines Senior Client Service Representative. We are seeking highly motivated colleagues who bring experience and enthusiasm to our team – joining us may be the perfect fit for you!
Founded in 2017, Alera Group has grown to become the 14th largest broker of U.S. business. We are passionate about our clients’ success in Employee Benefits, Property & Casualty Insurance, and Financal Services. With offices nationwide, our collaborative approach allows us to deliver national strength with local service.
Responsibilities
• Provide proactive, high‑quality client service, anticipating needs and responding promptly to client, producer, and account manager inquiries while maintaining strong relationships with all stakeholders
• Support policy lifecycle and renewals, including preparing renewal submissions and proposals, processing new and renewal policies, change requests, audits, cancellations, reinstatements, and insurance documentation (ID cards, certificates, binders)
• Maintain accurate systems and documentation, ensuring policy data integrity within AMS360 and Worksmart, organizing policy delivery, and supporting ongoing risk management and service needs
Requirements
• High School diploma or equivalent required; Bachelor’s degree strongly preferred
• Illinois Property & Casualty license required or ability to obtain within 60 days of hire
• Minimum 2 years of Commercial Lines agency experience in a highly automated, risk‑management‑focused environment
• Proficiency in Microsoft Word and Excel; AMS360 experience strongly preferred
• Highly organized with strong communication, interpersonal, and teamwork skills
• Able to work effectively both independently and in a collaborative team environment
Benefits
• medical
• dental
• life and disability insurance
• 401k
• generous paid time off
Apply tot his job
Apply To this Job