Client Service Associate

OVERVIEW

We’re seeking a Client Service Associate to join our Montpelier team! About Alera Group Founded in 2017, Alera Group is one of the nation's leading independent insurance and financial services firms. We combine the strength of a national organization with the personalized service of local experts to help clients succeed across Employee Benefits, Property & Casualty Insurance, Retirement Plan Services, Wealth Services, and Human Capital Solutions.

Why Join Alera Group? Collaborate with purpose – Work alongside colleagues who believe the best results come from strong partnerships, shared expertise, and supporting one another. Build your career – Expand your expertise through meaningful work, continuous learning, and opportunities to grow across a national organization.

Make an impact – Help clients navigate complex challenges while contributing to solutions that make a difference for their businesses, employees, and communities. The Opportunity Committed to supporting the Commercial Lines team in delivering exceptional customer service, the Client Service Associate collaborates closely with Account Managers to perform key service activities, prepare client files and spreadsheets, and produce other essential deliverables.

This role plays a vital part in the day-to-day servicing of commercial lines accounts. By responding to client and team requests efficiently and accurately, the Client Service Associate positively impacts the Agency’s revenue and reputation—helping to retain existing clients while contributing to the attraction of new business.

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 ADDITIONAL INFORMATION Compensation: Salary range: $45,000 – $52,000 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 in-office at our Montpelier, VT office. The hours are 8:00am-4:30pm ET. 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: 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. #LI-KB1 #LI-Onsite Location Type In-Office 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 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