Client Success Specialist, Spending Accounts

Alera Group is looking for a Client Success Specialist, Spending Accounts. 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.

The Client Success Specialist, Spending Accounts (CSS) provides direct support in system setup and day-to-day service requests. This role is responsible for handling routine client inquiries, processing updates, and assisting in client implementations. The CSS works closely with the Onboarding Specialist, Client Success Manager (CSM) and Sr. CSS to ensure a seamless client experience and operational efficiency.

Client System Support

• Assists with data collection, platform setup, and configuration to support new client implementations.
• Ensures tasks are completed accurately and in a timely manner.

Ongoing Client Support & Issue Resolution

• Handles routine client inquiries, resolves basic system issues, and escalates more complex cases to the Sr. CSS or CSM.
• Ensures timely and accurate updates to client accounts.
  

Data & Process Management

• Maintains accurate client records, ensures data integrity, and assists in quality control efforts.
• Supports internal documentation efforts to streamline onboarding and service processes.
  

Collaboration & Communication

• Works closely with internal teams, including Onboarding and Client Success, to support client needs.
• Communicates client feedback and common issues to support service improvements.
  

Training & Development

• Participates in training programs and mentorship opportunities to enhance system knowledge and client service skills.
• Works towards developing proficiency in benefits technology platforms.

• Bachelor’s degree in Business, Communications, or a related field preferred. 
• Experience in client service, account management, or benefits administration, preferably with a focus on FSAs, HSAs, HRAs, or commuter benefits. 
• Strong customer service skills with a focus on problem resolution and client satisfaction. 
• Proficiency in Microsoft Office Suite (Excel, Word, Outlook, PowerPoint). 
• Experience with CRM and project management tools (e.g., Zoho, Salesforce) preferred. 
• Ability to manage multiple tasks with attention to detail and accuracy. 
• Strong verbal and written communication skills with a client-focused approach.

This job is fully remote with preference to those living within driving distance to Norwell, MA. 

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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