Alera Group, Inc. · 13 hours ago
Client Services Coordinator
Responsibilities
Handle client service issues in a timely manner, including eligibility updates (additions, changes, terminations, ID card requests, etc.)
Assist with the benefits quoting process for small groups (under 50 employees), including requesting quotes, submitting initial and follow-up documentation, and completing spreadsheets
Complete benchmarks and request carrier claims and utilization reports as needed by Brokers and Account Management staff
Compile renewal presentation booklets, prepare client communications, and process client activities and documents in Brokerage Builder (agency software)
Scan paper documents into electronic client files and perform other administrative support duties as assigned
Qualification
Required
High School diploma required (college-level coursework preferred); licensure not required
2–4 years of experience in an administrative or support role, preferably in Benefits Administration or Human Resources
Strong organizational, multitasking, and prioritization skills with the ability to meet deadlines and work independently as a self-starter
Excellent communication and critical-thinking skills; highly detail-oriented and able to collaborate effectively in a team environment
Proficiency in Microsoft Office (Outlook, Excel, Word, PowerPoint) and ability to maintain strict confidentiality when handling PHI and sensitive information
Preferred
college-level coursework preferred
preferably in Benefits Administration or Human Resources
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.
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
Recent News
2025-10-21
Company data provided by crunchbase