[Remote] Client Service & Growth Associate
Note: The job is a remote job and is open to candidates in USA. Alera Group, Inc. is a leading broker of U.S. business, providing tailored insurance solutions to help organizations navigate risk. They are seeking an Account Service & Growth Associate, an entry-level role focused on client service and business development within the Property & Casualty sector, offering a structured learning experience and a clear career path into Account Management or Producer roles.
Responsibilities
- Support day-to-day servicing activities including endorsements, certificates of insurance (COIs), and policy documentation
- Assist with renewal preparation, applications, and carrier submissions
- Maintain accurate client records within agency management systems
- Draft client communications and follow up on outstanding service requests
- Learn carrier processes, underwriting basics, and compliance requirements
- Support Producers with meeting preparation, follow-ups, and pipeline tracking
- Assist with CRM updates, opportunity tracking, and prospect research
- Participate in client and prospect meetings as both an observer and contributor
- Help prepare proposals, presentations, and marketing materials
- Gain exposure to relationship management, retention strategies, and new business development
Skills
- Bachelor's degree (Business, Risk Management, Finance, or related field preferred)
- Strong written and verbal communication skills
- High attention to detail and strong organizational skills
- Professional presence with interest in client-facing work
- Coachable mindset with curiosity and a desire to learn
- Internship or early experience in insurance, financial services, or client service environments
- Exposure to CRM systems or agency management tools
- Interest in pursuing a long-term career in Property & Casualty insurance
Benefits
- Medical
- Dental
- Vision
- Life and disability coverage
- 401(k)
- Generous PTO
- And more.
Company Overview