Client Success Specialist, bswift

Alera Group is looking for a Client Success Specialist, bswift. 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.

• Respond to client inquiries and manage casework via shared support inbox, ensuring timely and effective resolution

• Communicate turnaround times and provide regular status updates to maintain service excellence

• Troubleshoot and resolve issues in the bswift platform through root cause analysis, testing, and accurate documentation

• Conduct training for HR and broker users, educating on best practices, system capabilities, and troubleshooting

• Support system maintenance including QA changes, demographic file monitoring, ACA reporting, audits, and form generation

• Document issues, causes, and solutions while recommending process improvements and platform enhancements

• Collaborate with CSMs and internal teams to refine procedures and deliver consistent, high-quality client support

• 1+ years of experience with the bswift platform (backend knowledge and site configuration) 
• 1+ years of experience in benefits administration, HR technology, or a related role
• Bachelor's degree in Business, Human Resources, Information Systems, or a related field preferred
• Strong analytical and problem-solving skills to ensure system accuracy
• Ability to manage multiple priorities in a fast-paced environment
• Excellent written and verbal communication skills, with strong client-facing abilities
• Experience with CRM and project management tools (e.g., Zoho or similar) preferred
• Experience with MS Office Suites, including Excel (pivot tables, vLookups, etc.)

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.

Hourly range is $27 to $30 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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