Client Service Coordinator

Overview

 

Client Service Coordinator – Property & CasualtyLocation: Remote

 

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 Coordinator who will support risk strategy, client service excellence, and operational accuracy.

 

 

About Alera GroupAlera 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 Impact

Client Partnership & Risk Strategy

• Support clients with coverage placement renewals claims coordination policy analysis and day to day service needs
• Assist Client Managers by preparing materials and coordinating account activities to support client relationships
• Collaborate with carriers and underwriting partners to process changes and maintain accurate account information
• Contribute to retention and growth initiatives through responsive service and attention to client needs

Operational Excellence

• Maintain documentation in agency management systems including policy and client data activities and correspondence
• Ensure compliance with internal procedures and policy accuracy standards
• Support audits reporting and administrative processes as needed
• Process routine policy changes endorsements and certificates
• Support renewal workflows including data entry document preparation invoicing and generation of renewal documentation
• Monitor deadlines to ensure timely issuance of policies and completion of service tasks
• Log claim notices and update claim tracking systems while supporting follow up activities with claims teams

Strategic Contribution

• Assist in identifying coverage gaps and potential service improvements
• Partner on new business opportunities by supporting administrative setup and documentation for new accounts
• Identify and resolve issues such as billing discrepancies or data inconsistencies
• Contribute to process improvements that enhance efficiency accuracy and client experience

 

Qualifications

What You Bring

Required

• Ability to obtain Property and Casualty license within 90 days of hire
• Strong communication and relationship management skills
• Ability to manage multiple priorities in a fast paced environment
• Attention to detail and strong organizational skills
• Proficiency in Microsoft Office applications

Preferred

• Prior customer service or administrative experience
• Interest in insurance brokerage or client account management environment
• Familiarity with data entry systems or agency management platforms

Core Competencies

• Detail orientation
• Accountability and follow through
• Collaborative mindset
• Client first thinking
• Problem solving and organizational effectiveness

 

Additional Information

Compensation:Salary range: $60,000 – $80,000 per year

 

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 open to remote candidates[Add time zone or location preferences if needed]

 

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 Applicable)

This position may require:

• Active Property and Casualty license

• Ability to obtain required licensure within the agreed upon timeline after hire

• 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.

 

#LI-AM1

#LI-Remote