Client Services Coordinator
About The Position
Alera Group is looking for a Client Service Coordinator. We are seeking highly motivated colleagues who bring experience and enthusiasm to our team – joining us may be the perfect fit for you! Alera Group was founded in 2017 and has grown to become the 14th largest broker of US business. We are passionate about our clients’ success in the areas of Employee Benefits, Property and Casualty Insurance, Retirement Plan Services, and Wealth Services. With a network of offices nationwide, our commitment to collaboration allows us to offer national resources combined with local service.
Requirements
- High School diploma required (college-level coursework preferred); licensure not required
- 2–4 years of experience in an administrative or support role, preferably in Benefits Administration or Human Resources
- Strong organizational, multitasking, and prioritization skills with the ability to meet deadlines and work independently as a self-starter
- Excellent communication and critical-thinking skills; highly detail-oriented and able to collaborate effectively in a team environment
- Proficiency in Microsoft Office (Outlook, Excel, Word, PowerPoint) and ability to maintain strict confidentiality when handling PHI and sensitive information
Responsibilities
- Handle client service issues in a timely manner, including eligibility updates (additions, changes, terminations, ID card requests, etc.)
- Assist with the benefits quoting process for small groups (under 50 employees), including requesting quotes, submitting initial and follow-up documentation, and completing spreadsheets
- Complete benchmarks and request carrier claims and utilization reports as needed by Brokers and Account Management staff
- Compile renewal presentation booklets, prepare client communications, and process client activities and documents in Brokerage Builder (agency software)
- Scan paper documents into electronic client files and perform other administrative support duties as assigned
Benefits
- medical
- dental
- life and disability insurance
- 401k
- generous paid time off
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
