Account Coordinator

Alera Group is looking for a Account Coordinator. We are seeking highly motivated colleagues who bring experience and enthusiasm to our team – joining us may be the perfect fit for you!

Alera Group was founded in 2017 and has grown to become the 15th largest broker of US business. We are passionate about our clients’ success in the areas of Employee Benefits, Property and Casualty Insurance, Retirement Plan Services, and Wealth Services. With a network of offices nationwide, our commitment to collaboration allows us to offer national resources combined with local service.

• Coordinate and maintain client service timelines in collaboration with the Benefits Consultant and Account Manager to ensure accurate and timely delivery of plan activities.
• Maintain accurate and up-to-date client records in internal systems (e.g., CRM) for all service activity, renewals, plan documentation, and issue resolution.
• Prepare accurate materials for client and employee meetings (e.g., benefit guides, enrollment kits, applications, agendas, etc.)
• Act as a liaison between clients and carriers/providers to resolve claims issues and administrative concerns, providing timely updates and clear communication to employer contacts.
• Review carrier and vendor materials for accuracy and completeness, identifying and escalating discrepancies as needed.
• Provide daily support to the account management team to ensure seamless service delivery and a consistent, high-quality client experience.

• Associate’s degree or equivalent work experience.
• Advanced-level proficiency in Microsoft Office applications (Outlook, Excel, Word, PowerPoint).
• Proficiency in leveraging approved artificial intelligence tools to execute efficiently.

This job requires presence in the office on a hybrid schedule as agreed with the manager.

Alera Group offers comprehensive benefits to our colleagues, including medical, dental, life and disability insurance, 401k, generous paid time off and much more.

Hourly range is $22 to $26 per hour.

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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