Client Service Coordinator

Location: Hybrid

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.

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.

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.

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

Life and Health Insurance License not required at hire

Ability and willingness to obtain a Life and Health Insurance License to support career progression

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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