Account Coordinator

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.

About the role

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

• 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
• 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
• 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

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

Benefits

Alera Group offers comprehensive benefits including medical, dental, vision, life and disability coverage, 401(k), and generous PTO.

Pay

Salary range: $50,000

Schedule

Hybrid - 2 or less days in office

Professional Development

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

Licensure & Certifications

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