Client Service Representative

Alera Group

Frederick, Maryland

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JOB DETAILS

SKILLS

Alliance/Partner Management, Asset Management, Brokerage, Communication Skills, Compensation and Benefits, Customer Relations, Customer Service Operations, Customer Support/Service, Detail Oriented, Develop and Maintain Customers, Documentation, Employee Benefits, Follow Through, High School Diploma, Identify Issues, Insurance, Insurance Documentation, Insurance Sales, Leadership, Microsoft Office, Multitasking, Organizational Skills, Property and Casualty Insurance, Retention Programs, Risk, Risk Management, Sales Management, Team Player, Time Management

LOCATION

Frederick, Maryland

POSTED

4 days ago

OVERVIEW

Client Service Representative - Property & Casualty
Location: Hybrid

At Alera Group, our Property & Casualty team helps businesses protect their assets, manage risk, and plan confidently for the future. We're seeking a Client Service Representative who will support risk strategy, client service excellence, and operational accuracy.

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.

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 ImpactClient Partnership & Risk Strategy

Support Commercial Lines Account Managers with day-to-day servicing of existing client accounts
Provide prompt, professional responses to client service requests and inquiries
Maintain a strong client-focused service approach that supports retention and satisfaction

Operational Excellence

Review and check policies, endorsements, and audits for accuracy and completeness
Issue certificates of insurance in accordance with client and carrier requirements
Request and process policy endorsements with insurance carriers
Order FR-19 forms and update driver information as needed
Maintain accurate documentation and records within agency systems
Manage multiple tasks while meeting deadlines and service standards

Strategic Contribution

Support the overall efficiency and effectiveness of the commercial service team
Identify and escalate issues that require Account Manager or carrier involvement
Contribute to consistent service practices that reduce errors and omissions exposure

QUALIFICATIONS

What You BringRequired

High school diploma or equivalent
1-2 years of experience supporting Commercial Lines insurance accounts
Active Property & Casualty insurance license
Strong customer service orientation with attention to detail
Ability to manage multiple priorities in a fast-paced environment
Proficiency in Microsoft Office Suite

Preferred

Experience working within an insurance agency or brokerage environment
Familiarity with commercial insurance documentation and servicing workflows

Core Competencies

Client-first mindset
Strong organizational and time-management skills
Attention to detail and accuracy
Effective communication skills
Collaboration and teamwork
Accountability and follow-through

ADDITIONAL INFORMATION

Compensation:
Hourly range: $25 - $33 per hour

Benefits:
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

Whether you're deepening technical expertise or preparing for leadership, we're invested in helping you grow.
Licensure & Certifications (If Appl

Client Service Representative

Alera Group

Frederick, Maryland

About the Company

Alera Group

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