Commercial Lines Customer Service - Agent

This role focuses on client service delivery, policy servicing, renewals support, and operational accuracy while collaborating with producers, account managers, underwriters, and internal service teams. This role partners closely with Producers and Account Managers to service accounts, process policy changes, coordinate renewals, and deliver a consistently positive client experience.

OVERVIEW

Commercial Lines Customer Service Agent - Property & Casualty
Hybrid: Appleton, Green Bay, Eau Claire, Madison, Onalaska, Stevens Point, Waukesha, Wausau WI

At Alera Group, our Property & Casualty team helps businesses protect their assets, manage risk, and plan confidently for the future. We are seeking a Commercial Lines Customer Service Agent to provide responsive, accurate support to commercial insurance clients. This role partners closely with Producers and Account Managers to service accounts, process policy changes, coordinate renewals, and deliver a consistently positive client experience.

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.

This role focuses on client service delivery, policy servicing, renewals support, and operational accuracy while collaborating with producers, account managers, underwriters, and internal service teams.

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

• Manage client communications related to renewals, policy changes, audits, billing, and general service inquiries
• Respond promptly to client questions regarding coverage, billing, and claims
• Build rapport with clients and contribute to long-term relationship retention

Operational Excellence

• Service a portfolio of commercial accounts across multiple industries
• Process endorsements, cancellations, certificates of insurance, and other policy changes
• Prepare and review renewal submissions, applications, and proposals for new and existing business
• Coordinate with underwriters and carriers to obtain quotes and coverage options
• Maintain accurate documentation and data entry within agency management systems
• Ensure adherence to insurance regulations, company standards, and client requirements

Strategic Contribution

• Support producers and account managers in marketing new and renewal business with a focus on retention
• Collaborate with internal teams and carriers to deliver seamless, high-quality service
• Continue building technical knowledge of commercial insurance products and exposures

QUALIFICATIONS

What You BringRequired

• High school diploma or equivalent (associate or bachelor's degree preferred)
• Active Property & Casualty insurance license, or ability to obtain within a specified timeframe
• Strong written and verbal communication skills
• Excellent organizational, time-management, and prioritization skills
• High attention to detail and accuracy

Preferred

• Two or more years of commercial lines servicing experience
• Working knowledge of commercial insurance products such as general liability, property, workers' compensation, auto, and umbrella
• Experience with agency management systems such as Applied Epic or AMS360
• Professional designations such as CISR or CIC, or willingness to pursue

Core Competencies

• Client-first mindset
• Detail orientation and accuracy
• Accountability and follow-through
• Professional communication
• Collaboration and teamwork
• Continuous learning and development

ADDITIONAL INFORMATION

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,