Client Service Coordinator

OVERVIEW

Client Service Coordinator

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

RESPONSIBILITIES

• Prepare commercial insurance quotes by compiling exposure and application data, entering information into carrier rating systems, and validating rates and premiums
• Process quote revisions, policy changes, renewals, new business submissions, and policy issuance activities while ensuring accuracy and timeliness
• Partner with carrier representatives and underwriting teams to resolve questions, obtain information, and support efficient workflow management
• Handle client service transactions including certificates of insurance, endorsements, cancellations, binders, ID cards, and related policy documents
• Support account managers with policy reviews, premium audits, loss runs, premium financing documentation, invoicing activities, and renewal preparation
• Maintain accurate client, policy, quote, and activity information within agency management and document management systems
• Prioritize competing requests, monitor outstanding items, and ensure timely completion of deadlines in a high-volume environment
• Build strong relationships with clients, carrier partners, underwriters, and internal team members while delivering exceptional service

QUALIFICATIONS

Required Qualifications

• Strong verbal and written communication skills with a customer-service mindset
• Proficiency with Microsoft Word, Excel, and Outlook
• Experience with agency management systems and carrier rating platforms
• Strong organizational skills with exceptional attention to detail and follow-through
• Ability to manage multiple priorities in a deadline-driven environment
• Ability to work independently while contributing effectively within a team environment
• Strong problem-solving and critical-thinking skills
• Commitment to providing responsive and accurate service

Preferred Qualifications

• Commercial insurance experience in rating, policy processing, account support, or a related agency or carrier environment
• Working knowledge of commercial lines terminology, policy documents, rating processes, and servicing transactions
• Ability to perform basic premium calculations and review rating information for accuracy
• Active Property & Casualty Insurance License or ability to obtain licensure within a designated timeframe
• Experience with Sagitta, ImageRight, PolicyCenter, Instech, OneNote, or similar systems
• Experience supporting commercial lines renewals, new business, endorsements, and policy issuance
• Associate's or Bachelor's degree, or equivalent combination of education and relevant experience

Compensation

• Hourly Range: $27.00–$30.00 hourly

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 is Hybrid

• Hybrid: This role follows a hybrid work arrangement, combining in-office and remote work based on business needs and manager expectations.

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.

Location Type

Hybrid - 2 or less days in office