[Remote] Client Service & Growth Associate

🌍 Remote, USA 🎯 Full-time πŸ• Posted Recently

Job Description

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 Alera Group is a growing leader, reimagining the complex risk management, insurance and financial services delivery experience through intentional collaboration connecting clients to holistic solutions that protect and grow all they value most. It was founded in 2017, and is headquartered in Deerfield, Illinois, USA, with a workforce of 1001-5000 employees. Its website is

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