[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