Client Service Associate
Alera Group, Inc., Montpelier, VT, United States
Client Service Associate
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 Associate to support our Property & Casualty team in delivering accurate, timely, and high-quality service to clients. This role works closely with Account Managers and plays a key part in day-to-day account servicing, documentation, and operational support.
Alera Group is one of the largest and fastest-growing independent insurance and financial services firms in the U.S. We combine national strength with local service, using a collaborative team approach to deliver exceptional results for clients across industries.
Make an Impact: Support clients and internal teams through timely, service-driven work.
Grow With Us: Alera Group invests in training, professional development, and long-term career paths.
The Collaborative Way: Team-focused environment built on accountability and communication.
National Strength. Local Heart: Resources of a national firm with a people-first approach.
Responsibilities
Client Service Support
Assist Account Managers with client files, certificates, ID cards, and service materials
Respond to internal and client requests in a timely and professional manner
Support daily servicing needs to maintain strong client relationships
Operational Support
Maintain accurate documentation within internal systems
Process Motor Vehicle Reports (MVRs) and pre-employment screening requests
Assist with claims tracking and related reporting
Team & Office Support
Provide backup support for phones and front desk when needed
Participate in training and team development sessions
Qualifications
Required
High School Diploma or GED
Strong attention to detail and ability to manage multiple tasks
Excellent communication and organizational skills
Reliable, accountable, and team-oriented
Preferred
Experience in customer service, administrative, or insurance-related roles
Familiarity with systems such as AMS360
Compensation: Salary range: $43,000 $55,000 per year, based on experience.
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 (Eastern Time Zone preferred) Open to remote candidates for the right fit, with the ability to support in-office needs during peak periods (e.g., large certificate processing cycles).
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 looking to build foundational insurance knowledge or grow into an Account Manager role, we're invested in your development.
Licensure & Certifications (If Applicable)
This position does not require an active license at time of hire.
Opportunity to pursue a Property & Casualty license over time
Support and resources available for licensing and continued education
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
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 Associate to support our Property & Casualty team in delivering accurate, timely, and high-quality service to clients. This role works closely with Account Managers and plays a key part in day-to-day account servicing, documentation, and operational support.
Alera Group is one of the largest and fastest-growing independent insurance and financial services firms in the U.S. We combine national strength with local service, using a collaborative team approach to deliver exceptional results for clients across industries.
Make an Impact: Support clients and internal teams through timely, service-driven work.
Grow With Us: Alera Group invests in training, professional development, and long-term career paths.
The Collaborative Way: Team-focused environment built on accountability and communication.
National Strength. Local Heart: Resources of a national firm with a people-first approach.
Responsibilities
Client Service Support
Assist Account Managers with client files, certificates, ID cards, and service materials
Respond to internal and client requests in a timely and professional manner
Support daily servicing needs to maintain strong client relationships
Operational Support
Maintain accurate documentation within internal systems
Process Motor Vehicle Reports (MVRs) and pre-employment screening requests
Assist with claims tracking and related reporting
Team & Office Support
Provide backup support for phones and front desk when needed
Participate in training and team development sessions
Qualifications
Required
High School Diploma or GED
Strong attention to detail and ability to manage multiple tasks
Excellent communication and organizational skills
Reliable, accountable, and team-oriented
Preferred
Experience in customer service, administrative, or insurance-related roles
Familiarity with systems such as AMS360
Compensation: Salary range: $43,000 $55,000 per year, based on experience.
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 (Eastern Time Zone preferred) Open to remote candidates for the right fit, with the ability to support in-office needs during peak periods (e.g., large certificate processing cycles).
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 looking to build foundational insurance knowledge or grow into an Account Manager role, we're invested in your development.
Licensure & Certifications (If Applicable)
This position does not require an active license at time of hire.
Opportunity to pursue a Property & Casualty license over time
Support and resources available for licensing and continued education
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