Alera Group, Inc. · 6 hours ago
Account Coordinator (Part-Time)
New Richmond, WI
Part-time
Hybrid
New Grad, Entry Level
$40K/yr - $49K/yrAlera Group is a rapidly growing company in the employee benefits sector, seeking an Account Coordinator to join their Employee Benefits team. The role involves coordinating client service delivery, preparing client-facing materials, and serving as a liaison between clients and internal teams to ensure a high-quality client experience.
Employee BenefitsFinancial ServicesInsuranceRisk Management
Responsibilities
Coordinate client service delivery across the employee benefits lifecycle, partnering with consultants and account managers to manage timelines, renewals, and plan activities with accuracy and timeliness
Prepare and maintain client-facing materials and documentation, including benefit guides, enrollment materials, meeting agendas, and complete, up-to-date records in internal systems and CRM platforms
Serve as a liaison between clients, carriers, and internal teams, resolving issues, reviewing vendor materials for accuracy, and supporting account teams to ensure a consistent, high-quality client experience
Qualification
Required
Associate's degree or equivalent work experience
Advanced-level proficiency in Microsoft Office applications (Outlook, Excel, Word, PowerPoint)
Proficiency in leveraging approved artificial intelligence tools to execute efficiently
Preferred
Project management skills highly preferred
Benefits
Medical
Dental
Life and disability insurance
401k
Generous paid time off
Much more
Company
Alera Group, Inc.
Alera Group is a growing leader, reimagining the complex risk management, insurance and financial services delivery experience through intentional collaboration connecting clients to holistic solutions that protect and grow all they value most.
Founded in 2017
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
$1.1BKey Investors
Bank of MontrealGenstar Capital
2025-05-01Debt Financing· $1B
2023-04-12Private Equity· $100M
2017-01-04Private Equity
Leadership Team
Jim Blue
Chief Executive Officer
Alan Levitz
Executive Chairman
Recent News
2025-10-21
Company data provided by crunchbase