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

Learn more about this Employer on their Career Site

Client Service Coordinator