Account Coordinator

OVERVIEW

Account Coordinator - Employee Benefits

Hybrid

At Alera Group, our Employee Benefits teams help organizations attract, retain, and engage their workforce through creative, compliant, and competitive benefits strategies. We're seeking a Account Coordinator who will make a meaningful impact by delivering proactive client service, thoughtful benefits strategy, and a high-touch experience for both clients and employees.

About Alera Group
Alera Group was founded in 2017 and has grown to become the 14th largest broker of U.S. business. We are passionate about our clients' success in the areas of Employee Benefits, Property and Casualty Insurance, and Financial Services. With a network of offices nationwide, our commitment to collaboration allows us to offer national resources combined with local service.

This role supports clients by ensuring benefits programs are administered accurately, aligned with strategic objectives, and compliant with all regulatory requirements. You'll partner with internal teams and client contacts to deliver seamless execution, creative solutions, and a superior client experience.

Why Alera Group

• Meaningful Impact: Help clients and employees navigate benefits programs that drive retention, engagement, and satisfaction
• Growth & Learning: Opportunities to deepen your expertise and gain exposure to a variety of clients and industries
• Collaborative Culture: Work in a team-oriented environment that values accountability, partnership, and the principles of The Collaborative Way

RESPONSIBILITIES

What You'll Do / Your Impact

Client Partnership & Service Excellence

• Partner with clients to support employee benefits programs and deliver a high level of customer service
• Work cooperatively with Account Managers throughout the entire renewal lifecycle including pre renewal quoting implementation and final wrap up
• Respond to client inquiries complaints and service requests via phone and email ensuring timely and accurate communication
• Maintain detailed records of client inquiries including tracking and documenting activity within systems

Operational & Compliance Excellence

• Administer benefits programs including enrollments terminations and other account changes and reconcile updates with monthly carrier invoices
• Maintain accurate documentation in systems and ensure compliance with carrier requirements and internal processes
• Fully understand and execute carrier submission requirements ensuring accuracy in documentation and workflows
• Work closely with internal teams regarding benefits administration COBRA and compliance activities
• Leverage reporting tools and data to support account administration and ensure operational accuracy

Growth & Retention

• Support renewal and quoting processes to ensure timely and effective program delivery
• Develop and maintain positive relationships with clients carriers and vendors
• Identify trends in customer feedback and escalate issues to management to improve service delivery
• Assist in managing multiple accounts while ensuring high levels of customer satisfaction and follow up

QUALIFICATIONS

What You Bring

Required

• Experience in client service employee benefits or insurance related environment
• Strong customer service skills with ability to manage multiple accounts and priorities
• Knowledge of benefits administration enrollment processes and compliance considerations
• Excellent communication collaboration and organizational skills
• Strong attention to detail and ability to manage data accurately

Preferred

• Proficiency in Microsoft Office with strong emphasis on Excel
• Experience working with agency management systems or enrollment platforms
• Familiarity with COBRA and benefits administration tools
• Analytical skills with ability to interpret data and support decision making

Core Competencies

• Attention to detail and organizational skills to manage multiple initiatives
• Problem solving and critical thinking to identify and address client issues
• Ability to operate in a fast paced environment and manage client expectations
• Collaborative mindset to work with cross functional teams

ADDITIONAL INFORMATION

Compensation:
Salary range: $50,000

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

Professional Development - Alera Group Academy

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.

Licensure & Certifications (If Applicable)

This position may require:

• Active Life and Health License
• Ability to obtain required licensure within the agreed upon timeline after 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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Location Type

Hybrid - 2 or less days in office