Client Service Coordinator

Overview Client Service Coordinator – Employee Benefits Location - Hybrid - Ft. Collins, CO At Alera Group, our Employee Benefits team helps employers design, implement, and support programs that care for people and strengthen organizations. We’re seeking a Client Service Coordinator who will provide direct support in client relations and day-to-day service requests, ensuring a seamless client experience and operational accuracy. About Alera Group Founded in 2017, Alera Group has grown to become the 14th largest broker of U.S. business. We serve clients across Employee Benefits, Property & Casualty Insurance, and Financial Services. With offices nationwide, we combine national strength with local service through a deeply collaborative approach. This role will focus on supporting Individual health and Medicare clients through answering questions, supporting the enrollment process, Why Alera Group Make an Impact - Your work supports businesses and individuals in protecting what matters most. Grow With Us - We invest in development, mentorship, and long-term career growth. The Collaborative Way - We believe in accountability, teamwork, and shared success across all offices and lines of business. National Strength. Local Heart - Scale, resources, and expertise — with relationships that feel personal. Responsibilities What You’ll Do / Your Impact Client Partnership & Service Excellence Serve as a primary point of contact for client service inquiriesRespond to questions related to billing, claims, eligibility, enrollment, coverage, and carrier processesAssist clients with Medicare, Affordable Care Act, and supplemental insurance service needsSupport new client onboarding and ongoing service activitiesCoordinate resolution of client issues with carriers, providers, and internal teamsEnsure timely follow-up and communication with clients regarding service requestsCollaborate with producers, leadership, carriers, and internal support teams to deliver a positive client experience Operational & Compliance Excellence Maintain accurate client files, records, and documentation within agency systemsUpdate and manage client information within CRM and carrier platformsTrack service requests and ensure timely resolutionPrepare reports, client correspondence, enrollment materials, and other administrative materials as neededFollow established compliance, privacy, and documentation standardsMaintain knowledge of carrier requirements and enrollment proceduresMonitor enrollment status and follow up on outstanding items to ensure completion Growth & Retention Support annual enrollment period, open enrollment period, and ACA renewal activitiesSupport preparation and distribution of enrollment materials and client communicationsContribute to client satisfaction through responsive, accurate, and proactive serviceSupport retention of existing clients through strong follow-through and issue resolutionParticipate in team initiatives, projects, and process improvement effortsShare knowledge and best practices to improve service consistency and efficiencyParticipate in training and ongoing professional development opportunities Qualifications What You Bring Required Active Life and Health license or ability to obtainAbility to obtain and maintain Medicare carrier certificationsStrong customer service and relationship-building skillsExcellent verbal and written communication abilitiesStrong organizational and time-management skillsAbility to manage multiple priorities in a fast-paced environmentHigh level of attention to detail and follow-throughProficiency in Microsoft Office and CRM systemsDemonstrated commitment to providing an exceptional client experience Preferred 1-3 years of customer service, administrative support, healthcare, insurance, or related experienceMedicare and/or ACA marketplace experienceExperience supporting enrollments, renewals, client records, and carrier coordinationExperience working with CRM systems and carrier platformsFamiliarity with billing, claims, eligibility, coverage, and enrollment processes Core Competencies Client-first mindsetService excellenceDetail orientationAccountability and follow-throughClear communicationRelationship buildingOrganization and prioritizationCollaboration and teamworkProblem solvingAdaptability in a fast-paced environment Additional Information Compensation - Salary range - $45,000 – $50,000 per year 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 pathsLeadership development programsTechnical and compliance trainingIndustry certifications and continuing education supportPeer learning and knowledge-sharing communities Whether you’re deepening technical expertise or preparing for leadership, we’re invested in helping you grow. Licensure & Certifications This position may require - Active State Life & Health License ORAbility to obtain required licensure within 6 months of hireOngoing 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. Location Type Hybrid - 3 or more days in office - Office UKG Work location