Client service rep - billing

Client Relationship Specialist Medicare

Location: Hybrid (flexible) | McMurray, Pennsylvania

At Alera Group, our Medicare and Individual Health teams help individuals and seniors navigate coverage decisions with clarity and confidence. We're seeking a Medicare Advisor & Client Relationship Specialist who will support an established Medicare Consultant while developing the client relationships, renewal knowledge, and business development capabilities needed to eventually manage and grow a Medicare book of business.

This role blends Medicare client service, enrollment and renewal support, along with the opportunity of producer development. The individual will work during AEP and throughout the year to support existing clients, assist with proactive outreach and meeting preparation, participate in new business appointments, and assume greater responsibility for new business production over time.

Meaningful Impact: Help clients and employees navigate programs that drive retention, engagement, and satisfaction

Work in a team-oriented environment that values accountability, partnership, and the principles of The Collaborative Way

Client Partnership & Service Excellence

Serve as a trusted point of contact for Medicare clients, providing responsive, professional service and support

Assist clients with Medicare questions, enrollment support, coverage changes, billing questions, claims issues, and carrier-related service needs

Maintain accurate prospect and client information in CRM and customer database systems

Support proactive client outreach, including renewal reminders, AEP communications, and plan review follow-up

Strengthen client relationships through consistent communication, service follow-through, and relationship-building activities

Enrollment, Renewal & Administrative Support

Support renewal and enrollment activities for individual and senior insurance clients, especially during Annual Enrollment Period (AEP)

Assist with preparing Medicare, life, health, and related insurance quotes for new and existing clients

Manage submission of new applications, enrollment forms, policy updates, customer record maintenance, and carrier documentation

Coordinate with carriers and providers to monitor application status, resolve issues, and confirm appropriate changes have been completed

Prepare materials and meeting documentation for client reviews, renewal discussions, and enrollment appointments

Active Life & Health State insurance license (with ability to obtain any required resident or non-resident licenses)

Minimum of 3 years of experience in Medicare, individual health insurance, senior insurance, client service, financial services, or a related client-facing role

CRM, web-based logins and Agency Management Systems)

Professional demeanor with ability to maintain confidential information

Experience supporting renewals, enrollment meetings, and client coverage reviews

Comfort with prospecting, networking, referrals, and new business development

Client-first service mindset with strong follow-through

Consultative communication and relationship-building skills

Detail-oriented planning, documentation, and issue resolution

60,000.00 to 75,000.00 per year (depending on experience) Eligible for performance-based incentive bonus or commission: Alera Group offers comprehensive benefits including medical, dental, vision, life and disability coverage, 401(k), generous PTO, and more.

Through Alera Group Academy, we provide structured development opportunities designed to help you expand your expertise and build a meaningful career.

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.

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.

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