Assistant Client Manager

Alera Group’s Employee Benefits teams help organizations attract, retain, and engage their workforce through creative, compliant, and competitive benefits strategies.

About Alera Group

Founded in 2017, Alera Group has grown to become the 14th largest broker of U.S. business. We are passionate about our clients’ success in Employee Benefits, Property & Casualty Insurance, Retirement Plan Services, and Wealth Services. With offices nationwide, our collaborative approach allows us to deliver national strength with local service.

Responsibilities

• Receive or initiate communication with employer groups, insurance carriers, and other vendors regarding claims payment issues, eligibility/termination provisions, billing, contract inquiries, and conformance with Plan Documents and legislation for quality service and efficient processing.
• Act as liaison between carriers and vendors to coordinate and implement changes, renewals, and new group business.
• Assist in preparation for and participation in on-site enrollment meetings at client locations as requested by the Client Manager.
• Assist with all duties related to establishing the set-up and onboarding of new groups and renewal of existing groups.
• Prepare and produce reports established or requested by groups following established procedures.
• Maintain and update pertinent information in BCG internal systems and Customer Relations Management (CRM) in a timely fashion.
• Assist with audits, such as eligibility and carrier records, when requested.
• Travel locally to client meetings and events as required.
• Perform other duties as assigned by Management.

Qualifications

• One to three years of group medical insurance experience involving functions related to plan administration or equivalent combination of education and insurance experience.
• One year of experience in an employee benefits consulting or broker office.
• Working knowledge of medical terminology, group medical insurance terminology, and regulatory requirements and restrictions.
• Experience with self-funded and fully insured large and small group plans.
• Ability to read and interpret contract documents and write routine reports and correspondence with assistance from a senior team member.
• Proficient verbal and written communication skills as well as strong organizational and customer service skills.
• Proficient PC and data entry skills with experience in MS Word, Excel, and Outlook.
• Basic mathematical aptitude.

Education Requirements

Bachelor’s degree in business or related field or the equivalent combination of education and experience.

Benefits

• Comprehensive medical, dental, and vision coverage.
• Life and disability insurance.
• 401(k) retirement plan.
• Generous paid time off (PTO).

Schedule

Hybrid work model with 2 or fewer days in the office (Scottsdale/Chandler).

Professional Development

Alera Group Academy provides structured development opportunities, including:

• Role-specific learning paths.
• Leadership development programs.
• Technical and compliance training.
• Support for industry certifications and continuing education.
• Peer learning and knowledge-sharing communities.