Benefit Coordinator - Small Group
About The Position
Benefit Coordinator, Small Group – Employee Benefits Location: Hybrid - in Deerfield or Downers Grove IL At Alera Group, our Employee Benefits team helps employers design, deliver, and manage benefits programs that support and protect their workforce. We’re seeking a Benefits Coordinator who will support client service excellence, operational accuracy, and a collaborative team environment. About Alera Group Alera Group is one of the largest independent insurance and financial services firms in the United States. We serve clients across Employee Benefits, Property & Casualty Insurance, and Financial Services, combining national strength with local service through a deeply collaborative approach. Why Alera Group Meaningful Impact: Help clients and employees navigate benefits programs that drive retention, engagement, and satisfaction Growth & Learning: Opportunities to deepen your expertise and gain exposure to a variety of clients and industries Collaborative Culture: Work in a team-oriented environment that values accountability, partnership, and the principles of The Collaborative Way
Requirements
- Undergraduate degree preferred
- Ability to obtain a State Life & Health Insurance License (required)
- Proficiency in Microsoft Outlook and Excel; experience with Zywave products preferred
- Excellent written and verbal communication skills
- Highly organized, detail‑oriented, and able to manage multiple priorities independently
- Strong customer service and relationship‑management skills
- Enjoys and contributes to a collaborative team environment
- Detail orientation
- Accountability and follow-through
- Collaborative mindset
- Client-first thinking
Nice To Haves
- experience with Zywave products preferred
Responsibilities
- Own all aspects of servicing employee benefits for assigned Alera Group clients
- Assist in the renewal and marketing process, including: Gathering information from vendors and clients Preparing RFPs and coordinating with involved parties Preparing proposals for client presentations
- Successfully onboard new clients and new lines of coverage, managing the process end-to-end
- Enter and maintain client information in the Agency Management System
- Report and monitor activities and key processes to ensure accurate communication with stakeholders
- Coordinate open enrollment activities, including preparing presentations and client deliverables
- Maintain documentation within agency management platforms (e.g., Brokerage Builder preferred)
- Ensure compliance, data accuracy, and timely execution of deliverables
- Support audits, reporting, and project-based work as needed
- Assist in identifying process improvements or efficiencies that enhance client delivery
- Contribute to a collaborative, team-oriented culture
Benefits
- Alera Group offers comprehensive benefits including medical, dental, vision, life and disability coverage, 401(k), generous PTO, and more.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
