Client Service Coordinator

OVERVIEW

Client Service Coordinator

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

• Support day-to-day service operations for employee benefits clients and service teams
• Manage standardized service requests and administrative tasks with a high degree of accuracy and attention to detail
• Maintain accurate documentation in CRM systems and shared file repositories
• Adhere to service timelines, internal standards, documentation procedures, and quality expectations
• Collaborate with Client Managers and Assistant Client Managers to resolve service issues and escalate concerns when appropriate
• Participate in cross-training initiatives to support service continuity and team coverage
• Assist with eligibility and enrollment changes while supporting billing and service issue resolution
• Prepare client materials, benefit documentation, reporting deliverables, notices, and other service-related communications

QUALIFICATIONS

Required Qualifications

• High school diploma required
• 1-2 years of experience in client services, customer service, sales support, administration, or a related field
• Strong verbal and written communication skills
• Excellent organizational, recordkeeping, and customer service skills
• Strong attention to detail and ability to manage repetitive and deadline-driven work
• Proficiency with Microsoft Word, Excel, Outlook, and data entry processes
• Ability to coordinate with carriers, vendors, and internal departments to resolve client concerns
• Basic mathematical aptitude and analytical skills

Preferred Qualifications

• Experience supporting employee benefits, insurance, human resources, or professional services environments
• Experience maintaining CRM systems and electronic document management platforms
• Experience with enrollment support, client documentation, eligibility management, or reporting activities
• Knowledge of Employee Navigator or similar benefits administration platforms
• Database management and PowerPoint experience
• Customer service certification or related professional training

Compensation

• Hourly Range: $21-$24

Benefits

Eligible colleagues enjoy a comprehensive benefits package that includes:

• Medical, dental, and vision insurance
• Life and disability coverage
• 401(k)
• Generous paid time off
• Professional development opportunities

ADDITIONAL INFORMATION

Work Arrangement

This position is Hybrid

• Hybrid: This role follows a hybrid work arrangement, combining in-office and remote work based on business needs and manager expectations.

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