Client Service Coordinator

OVERVIEW

Client Service Coordinator – Employee Benefits
Location: Hybrid - Ft. Collins, CO

At Alera Group, our Employee Benefits team helps employers design, implement, and support programs that care for people and strengthen organizations. We’re seeking a Client Service Coordinator who will provide direct support in client relations and day-to-day service requests, ensuring a seamless client experience and operational accuracy.

About Alera Group

Founded in 2017, Alera Group has grown to become the 14th largest broker of U.S. business. We serve clients across Employee Benefits, Property & Casualty Insurance, and Financial Services. With offices nationwide, we combine national strength with local service through a deeply collaborative approach.

This role will focus on supporting Individual health and Medicare clients through answering questions, supporting the enrollment process,

Why Alera Group

• Make an Impact: Your work supports businesses and individuals in protecting what matters most.
• Grow With Us: We invest in development, mentorship, and long-term career growth.
• The Collaborative Way: We believe in accountability, teamwork, and shared success across all offices and lines of business.
• National Strength. Local Heart: Scale, resources, and expertise — with relationships that feel personal.

RESPONSIBILITIES

What You’ll Do / Your Impact

Client Partnership & Service Excellence

• Serve as a primary point of contact for client service inquiries
• Respond to questions related to billing, claims, eligibility, enrollment, coverage, and carrier processes
• Assist clients with Medicare, Affordable Care Act, and supplemental insurance service needs
• Support new client onboarding and ongoing service activities
• Coordinate resolution of client issues with carriers, providers, and internal teams
• Ensure timely follow-up and communication with clients regarding service requests
• Collaborate with producers, leadership, carriers, and internal support teams to deliver a positive client experience

Operational & Compliance Excellence

• Maintain accurate client files, records, and documentation within agency systems
• Update and manage client information within CRM and carrier platforms
• Track service requests and ensure timely resolution
• Prepare reports, client correspondence, enrollment materials, and other administrative materials as needed
• Follow established compliance, privacy, and documentation standards
• Maintain knowledge of carrier requirements and enrollment procedures
• Monitor enrollment status and follow up on outstanding items to ensure completion

Growth & Retention

• Support annual enrollment period, open enrollment period, and ACA renewal activities
• Support preparation and distribution of enrollment materials and client communications
• Contribute to client satisfaction through responsive, accurate, and proactive service
• Support retention of existing clients through strong follow-through and issue resolution
• Participate in team initiatives, projects, and process improvement efforts
• Share knowledge and best practices to improve service consistency and efficiency
• Participate in training and ongoing professional development opportunities

QUALIFICATIONS

What You Bring

Required

• Active Life and Health license or ability to obtain
• Ability to obtain and maintain Medicare carrier certifications
• Strong customer service and relationship-building skills
• Excellent verbal and written communication abilities
• Strong organizational and time-management skills
• Ability to manage multiple priorities in a fast-paced environment
• High level of attention to detail and follow-through
• Proficiency in Microsoft Office and CRM systems
• Demonstrated commitment to providing an exceptional client experience

Preferred

• 1-3 years of customer service, administrative support, healthcare, insurance, or related experience
• Medicare and/or ACA marketplace experience
• Experience supporting enrollments, renewals, client records, and carrier coordination
• Experience working with CRM systems and carrier platforms
• Familiarity with billing, claims, eligibility, coverage, and enrollment processes

Core Competencies

• Client-first mindset
• Service excellence
• Detail orientation
• Accountability and follow-through
• Clear communication
• Relationship building
• Organization and prioritization
• Collaboration and teamwork
• Problem solving
• Adaptability in a fast-paced environment

ADDITIONAL INFORMATION

Compensation:
Salary range: $45,000 – $50,000 per year

Benefits:
Alera Group offers comprehensive benefits including medical, dental, vision, life and disability coverage, 401(k), generous PTO, and more.

Work Model:
This role is Hybrid

Professional Development – Alera Group Academy

At Alera Group, growth isn’t left to chance. Through Alera Group Academy, we provide structured development opportunities designed to help you expand your expertise and build a meaningful career.

You’ll have access to:

• Role-specific learning paths
• Leadership development programs
• Technical and compliance training
• Industry certifications and continuing education support
• Peer learning and knowledge-sharing communities

Whether you’re deepening technical expertise or preparing for leadership, we’re invested in helping you grow.

Licensure & Certifications

This position may require:

• Active State Life & Health License OR
• Ability to obtain required licensure within 6 months of hire
• Ongoing continuing education to maintain active status

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.

#LI-KL1

#LI-Hybrid

Location Type

Hybrid - 3 or more days in office - Office UKG Work location

What You Bring

Required

• Active Life and Health license or ability to obtain
• Ability to obtain and maintain Medicare carrier certifications
• Strong customer service and relationship-building skills
• Excellent verbal and written communication abilities
• Strong organizational and time-management skills
• Ability to manage multiple priorities in a fast-paced environment
• High level of attention to detail and follow-through
• Proficiency in Microsoft Office and CRM systems
• Demonstrated commitment to providing an exceptional client experience

Preferred

• 1-3 years of customer service, administrative support, healthcare, insurance, or related experience
• Medicare and/or ACA marketplace experience
• Experience supporting enrollments, renewals, client records, and carrier coordination
• Experience working with CRM systems and carrier platforms
• Familiarity with billing, claims, eligibility, coverage, and enrollment processes

Core Competencies

• Client-first mindset
• Service excellence
• Detail orientation
• Accountability and follow-through
• Clear communication
• Relationship building
• Organization and prioritization
• Collaboration and teamwork
• Problem solving
• Adaptability in a fast-paced environment

What You’ll Do / Your Impact

Client Partnership & Service Excellence

• Serve as a primary point of contact for client service inquiries
• Respond to questions related to billing, claims, eligibility, enrollment, coverage, and carrier processes
• Assist clients with Medicare, Affordable Care Act, and supplemental insurance service needs
• Support new client onboarding and ongoing service activities
• Coordinate resolution of client issues with carriers, providers, and internal teams
• Ensure timely follow-up and communication with clients regarding service requests
• Collaborate with producers, leadership, carriers, and internal support teams to deliver a positive client experience

Operational & Compliance Excellence

• Maintain accurate client files, records, and documentation within agency systems
• Update and manage client information within CRM and carrier platforms
• Track service requests and ensure timely resolution
• Prepare reports, client correspondence, enrollment materials, and other administrative materials as needed
• Follow established compliance, privacy, and documentation standards
• Maintain knowledge of carrier requirements and enrollment procedures
• Monitor enrollment status and follow up on outstanding items to ensure completion

Growth & Retention

• Support annual enrollment period, open enrollment period, and ACA renewal activities
• Support preparation and distribution of enrollment materials and client communications
• Contribute to client satisfaction through responsive, accurate, and proactive service
• Support retention of existing clients through strong follow-through and issue resolution
• Participate in team initiatives, projects, and process improvement efforts
• Share knowledge and best practices to improve service consistency and efficiency
• Participate in training and ongoing professional development opportunities