Client Service Manager

Alera Group is looking for a Client Service Manager. 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.

• Support one or more Circles under the Customer Experience Director by managing administrative functions such as calendars, project logs, agendas, and coordinating internal resources to ensure effective client service delivery.

• Serve as the primary point of contact for issue resolution, handling escalated HR, employee, and billing concerns; research and resolve inquiries related to plan designs, rates, compliance documents, and regulatory topics like ACA and Section 125.

• Oversee the payroll audit process and ensure accurate internal system setups by coordinating with internal operations and completing necessary documentation (e.g., RST, plan build documents).

• Lead and track the annual renewal process, ensuring deliverables and timelines are met; manage all ancillary renewals and maintain accuracy of carrier contracts in partnership with carrier representatives.

• Facilitate plan marketing and implementation by gathering data, obtaining quotes, and coordinating setup of new medical plans and other benefit offerings.

• Perform quality control on all client-facing materials, including open enrollment handbooks and compliance documents; generate specialized client reports using RBA systems.

• Participate in onboarding and implementation calls, manage special projects, and maintain in-depth knowledge of all plans/products in the assigned book of business to serve as a key internal resource and client communication lead.

• Possess strong knowledge of employee welfare plans, including regulatory requirements and benefit designs for fully insured and self-insured medical plans.

• Demonstrate understanding of current health insurance regulations and evolving legislation such as the Affordable Care Act (ACA).

• Familiar with health and welfare benefits terminology; able to apply this knowledge in client interactions and plan management.

• Self-motivated with the ability to work independently, follow through on tasks, and drive initiatives to completion.

• Committed to delivering exceptional customer service; comfortable interacting with diverse individuals across various levels.

• Meet qualifications including a high school diploma or equivalent (Associate’s or Bachelor’s degree preferred) and at least 3 years of relevant experience—or a combination of education and experience.

• Technically proficient in Microsoft Office Suite—especially Excel, Outlook, and PowerPoint—and hold required licenses, including NYS Life, Accident & Health, and a valid driver's license.

This job is fully remote.

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

Salary range is $50K to 60K per year.

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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