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 Impact

Client 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 Bring

Required

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, 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

This position may require:

Active State Life & Health License
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.

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Location Type

Hybrid - 3 or more days in office - Office UKG Work location

Learn more about this Employer on their Career Site

Commercial Lines Customer Service - Agent