OVERVIEW

Client Service Coordinator

Location: Hybrid

About Alera Group

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 of local experts to help clients succeed across Employee Benefits, Property & Casualty Insurance, Retirement Plan Services, Wealth Services, and Human Capital Solutions.

Why Join Alera Group?

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 to grow across a national organization.
Make an impact – Help clients navigate complex challenges while contributing to solutions that make a difference for their businesses, employees, and communities.

The Opportunity

At Alera Group, our Employee Benefits team helps organizations attract, retain, and support their employees through innovative benefits solutions. As a Client Service Coordinator, you'll play an important role in delivering exceptional client service, building trusted relationships, and helping clients navigate the complexities of employee benefits.

RESPONSIBILITIES

Collect documents and coordinate meetings for client accounts
Handle administrative setup and maintenance of new accounts
Generate eligibility lists, enrollment files, and other standard intake documents
Process routine service requests including ID cards, eligibility changes, and billing adjustments
Maintain compliance calendars and accurately document client activity
Prepare renewal packages, census reports, plan grids, and renewal documentation
Support carrier communications and documentation requirements
Maintain and update agency management systems and other client records
Provide administrative follow-up on forms, billing corrections, and client requests
Communicate directly with clients to support service needs and ongoing account maintenance

QUALIFICATIONS

Required Qualifications

Strong organizational skills and attention to detail
Excellent communication and customer service skills
Proficiency with Microsoft Office applications and basic technical skills
Ability to manage multiple priorities in a fast-paced environment
Ability to follow established procedures while working collaboratively with team members
Ability to learn insurance terminology, carrier relationships, plan types, and brokerage operations

Licensure

Life and Health Insurance License not required at hire
Ability and willingness to obtain a Life and Health Insurance License to support career progression

Preferred Qualifications

Prior customer service experience
Experience in an administrative, customer support, or account support role
Exposure to employee benefits, insurance, financial services, or a related industry
Experience maintaining records and working within business systems

Benefits

Eligible colleagues enjoy a comprehensive benefits package including:

Medical, dental, and vision insurance
Life and disability coverage
401(k)
Generous paid time off
Professional development and career growth opportunities

ADDITIONAL INFORMATION

Work Arrangement

This position is Hybrid

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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Location Type

Hybrid - 2 or less days in office

Alera Group

Client Service Coordinator

About the Job

Requirements

Responsibilities

Desired Qualifications