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Customer Service Representative

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OVERVIEW

Associate Account Manager – Small Business Commercial Insurance

Location: Remote

About Alera Group

Alera Group is one of the nation's leading independent insurance and financial services firms, combining national resources with local expertise across Employee Benefits, Property & Casualty Insurance, Retirement Plan Services, Wealth Services, and Human Capital Solutions.

Why Alera Group? Collaborate with purpose. Build your career. Make an impact.

The Opportunity

Small businesses are the heartbeat of every community — and you can help protect what they've built.

Alera Group is seeking an Associate Account Manager to join our Small Business Commercial Insurance team. You'll work alongside experienced Account Managers to support clients, build trusted relationships, and deliver the responsive service that keeps businesses protected.

No insurance experience? No problem! Through our comprehensive training program, you'll gain the knowledge, tools, and hands-on experience to build a rewarding career in commercial insurance.

RESPONSIBILITIES

What You'll Do

  • Support Account Managers in servicing small business commercial insurance clients.

  • Respond to client inquiries and provide timely, professional customer service.

  • Assist with policy documentation, account updates, and day-to-day service requests.

  • Maintain accurate client information across multiple systems and insurance carrier websites.

  • Collaborate with team members to ensure a positive client experience.

  • Learn commercial insurance products, processes, and technology through hands-on training.

QUALIFICATIONS

Does This Sound Like You?

  • You have 2–5 years of customer service experience and enjoy helping others.

  • You're a strong communicator who builds positive relationships.

  • You're organized, detail-oriented, and comfortable managing multiple priorities.

  • You're proficient in Microsoft Office and confident navigating multiple computer systems.

  • You're motivated to learn, take initiative, and develop a career in the insurance industry.

  • A bachelor's degree is preferred, but not required.

No prior insurance experience is necessary — we'll provide the training!

Compensation & Benefits

Compensation: $50,000 to $60,000 yearly

Eligible colleagues enjoy comprehensive benefits including medical, dental and vision insurance, life and disability coverage, 401(k), paid time off, and professional development opportunities.

ADDITIONAL INFORMATION

Location: Fully Remote

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 Remote

2-5 years customer service experience; strong communication and organizational skills; Microsoft Office proficiency; bachelor's degree preferred but not required; no prior insurance experience necessary.

Key Responsibilities

  • supporting account managers
  • responding to client inquiries
  • maintaining client information

Skills & Tools

Microsoft Office

Job Details

  • Category: Customer Service
  • Seniority: Entry Level
  • Commitment: Full Time
  • Workplace: Remote — United States
  • Salary: USD 50,000 – 60,000 / year
  • Languages: English

Benefits

  • Generous paid time off
  • Retirement plan

About Alera Group

A leading independent insurance and financial services firm combining national resources with local expertise. — Industry: Finance

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