What are the responsibilities and job description for the TIC - Customer Service - Agent (Select Accounts Division) position at Alera Group, Inc.?
Overview
The Insurance Center, an Alera Group company, is looking for a Dynamic Client Support Specialist to join our Commercial Lines department.
Alera Group was founded in 2017 and has grown to become the 15th largest broker of US business. We are passionate about our clients’ success in the areas of Employee Benefits, Property and Casualty Insurance, Retirement Plan Services, and Wealth Services. With a network of offices nationwide, our commitment to collaboration allows us to offer national resources combined with local service.
Are you ready to become a catalyst for growth in the dynamic world of small business insurance? At TIC, our Client Support Specialists are the driving force behind our small market strategy, offering advice and support that empowers clients to navigate risks and propel their businesses forward. In this exhilarating role, you'll wear multiple hats as a consultant and relationship builder. You'll be at the forefront of supporting clients, cultivating relationships, and closing new small commercial insurance accounts while simultaneously nurturing and advising our existing client base. Your expertise will be the cornerstone of our client's risk management strategies, helping them make informed decisions that fuel their growth and success. Property Casualty insurance experience and WI insurance license is a plus however we are willing to train the right candidate. If you have a willingness to commit to a new career and learn, we will help you develop into this role. What sets you apart? Customer service skills, technology savvy, curiosity, dependability, and commitment. Opportunity is available in Appleton, Green Bay, Onalaska, Madison, Waukesha, Stevens Point or Wausau WI.
Responsibilities
- Sales & Client Support: Provide sales support for new and existing accounts by responding to customer, carrier, and agent inquiries, resolving issues, processing policy changes, and managing new policies.
- Document Preparation & Management: Prepare and monitor essential documents, including renewals, certificates, claims, cancellations, and applications, ensuring accuracy and timely processing.
- Claims Coordination: Act as the central point of contact for clients and internal teams during the claims process, ensuring consistent communication, monitoring claim progress, and liaising with carrier adjusters.
- Marketing & Proposal Support: Draft pre-approach letters and proposals to support marketing efforts and assist producers during client presentations and reviews.
- Customer Relations: Interact professionally with clients and prospects, providing onsite support for large customers when needed and delivering exceptional service throughout the client relationship.
- Administrative Tasks: Maintain product supply inventory, manage computer files and follow-up actions, and handle assigned projects to support daily operations.
- Continuous Learning: Attend service seminars, team meetings, and training sessions to stay updated on industry trends, regulations, and best practices.
Qualifications
Education and/or Experience:
- Associate’s degree, business or marketing related
- Two to three years of related experience and/or training; or equivalent combination of education and experience is preferred.
- Insurance agency experience and sales experience preferred.
- Past experience should include basic insurance, forms, terminology, bonds, sales and other related insurance experience.
- Knowledge of Word, Excel, Outlook and proficient internet navigation required.
Additional Information
This job is expected to be performed on-site in the office.
Alera Group offers comprehensive benefits to our colleagues, including medical, dental, life and disability insurance, 401k, generous paid time off and much more.
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.
If you're a California resident, please read the California Consumer Privacy Act prior to applying.
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