Account Coordinator

Location: In Office - Chicago, IL

Founded in 2017, Alera Group is one of the nation's leading independent insurance and financial services firms. We combine the strength of a national organization with the personalized service and expertise of local teams to help clients succeed across Employee Benefits, Property & Casualty Insurance, Retirement Plan Services, Wealth Services, and Human Capital Solutions.

Collaborate with purpose – Work alongside colleagues who believe the best results come from strong partnerships, shared expertise, and supporting one another.

Build your career – Expand your expertise through meaningful work, continuous learning, and opportunities across a growing national organization.

Make an impact – Help businesses protect what matters most while delivering solutions that support their long-term success.

At Alera Group, our Property & Casualty team partners with businesses to identify risks, protect assets, and deliver insurance solutions that support long-term success. As a Account Coordinator , you'll help build trusted client relationships, deliver exceptional service, and provide proactive guidance that helps clients confidently navigate an evolving risk landscape. This role works on a team focusing on Healthcare Liability and Medical Malpractice insurance.

Enter client and policy information into the agency management system and maintain accurate account records

Review policies, process change requests, follow up with carriers, review endorsements, and invoice clients

Assist with the renewal and new business processes while supporting overall account management activities

Develop a strong understanding of Medical Malpractice Liability Insurance and related ancillary liability coverages

Build and maintain relationships with carrier partners, healthcare providers, medical firms, and internal colleagues

Generate certificates of insurance, proposals, and other client-related documents

Utilize AMS360, Microsoft Office Suite, COI generator, and other internal tools to support workflow efficiency

Manage ad hoc administrative and account maintenance tasks to ensure a positive client experience

This position is In-Office

Travel Requirements: Occasional travel may be required to support office implementations, training, and collaboration with project teams.

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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