Client Service Coordinator

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,

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.

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

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

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

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.

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.

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