Client Service Coordinator

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

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
• 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