Insurance Risk Manager and Client Service Specialist

7 days ago


Saugus, Massachusetts, United States Alera Group Full time
Property & Casualty Insurance Specialist

Alera Group, a leading insurance brokerage firm, is seeking a highly skilled Property & Casualty Insurance Specialist to join their team. As a specialist in risk management and client service, you will be responsible for delivering exceptional service to clients and supporting account managers and producers with the servicing of assigned business accounts.

Job Summary:
  • Assist account managers and producers with servicing assigned business accounts.
  • Provide superior day-to-day client service by anticipating client needs and responding to client, producer, and account manager questions and issues in a timely manner.
  • Process change requests, order ID cards, binders, and certificates of insurance.
  • Process cancellations, reinstatements, and premium audits.
  • Prepare and bill bonds as required.
Responsibilities:
  1. Assist with renewal exposure workbooks, create first drafts of renewal proposals, and organize insured's copies of new and renewal policies for delivery to clients.
  2. Maintain accurate policy data in agency management systems (AMS360) and consistently maintain client documentation in document management systems (Worksmart).
  3. Foster courteous and effective relationships with clients, coworkers, insurance carriers, and other business contacts.
Requirements:
  • High school diploma or equivalent required; bachelor's degree preferred but not required.
  • 1-2 years of commercial lines agency experience in a highly automated, risk management-focused environment.
  • Illinois Property & Casualty license required within 60 days of hire date.
  • Proficiency in Microsoft Office products, particularly Word and Excel.
Benefits:
  • We offer comprehensive benefits to employees, including medical, dental, STD, LTD, and life insurance, 401(k), paid time off, and much more.
  • We are an equal opportunity employer and welcome applicants from diverse backgrounds.
Estimated Salary:$53,000 - $63,000 per year, depending on experience.

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