Account Coordinator

Alera Group•Lower Allen Township, PA

9d•Hybrid

About The Position

Account Coordinator – Employee Benefits Hybrid At Alera Group, our Employee Benefits teams help organizations attract, retain, and engage their workforce through creative, compliant, and competitive benefits strategies. We’re seeking a Account Coordinator who will make a meaningful impact by delivering proactive client service, thoughtful benefits strategy, and a high-touch experience for both clients and employees. About Alera Group Alera Group was founded in 2017 and has grown to become the 14th largest broker of U.S. business. We are passionate about our clients’ success in the areas of Employee Benefits, Property and Casualty Insurance, and Financial Services. With a network of offices nationwide, our commitment to collaboration allows us to offer national resources combined with local service. This role supports clients by ensuring benefits programs are administered accurately, aligned with strategic objectives, and compliant with all regulatory requirements. You’ll partner with internal teams and client contacts to deliver seamless execution, creative solutions, and a superior client experience. Why Alera Group Meaningful Impact: Help clients and employees navigate benefits programs that drive retention, engagement, and satisfaction Growth & Learning: Opportunities to deepen your expertise and gain exposure to a variety of clients and industries Collaborative Culture: Work in a team-oriented environment that values accountability, partnership, and the principles of The Collaborative Way

Requirements

Experience in client service employee benefits or insurance related environment
Strong customer service skills with ability to manage multiple accounts and priorities
Knowledge of benefits administration enrollment processes and compliance considerations
Excellent communication collaboration and organizational skills
Strong attention to detail and ability to manage data accurately
Proficiency in Microsoft Office with strong emphasis on Excel
Experience working with agency management systems or enrollment platforms
Familiarity with COBRA and benefits administration tools
Analytical skills with ability to interpret data and support decision making
Attention to detail and organizational skills to manage multiple initiatives
Problem solving and critical thinking to identify and address client issues
Ability to operate in a fast paced environment and manage client expectations
Collaborative mindset to work with cross functional teams

Responsibilities

Partner with clients to support employee benefits programs and deliver a high level of customer service
Work cooperatively with Account Managers throughout the entire renewal lifecycle including pre renewal quoting implementation and final wrap up
Respond to client inquiries complaints and service requests via phone and email ensuring timely and accurate communication
Maintain detailed records of client inquiries including tracking and documenting activity within systems
Administer benefits programs including enrollments terminations and other account changes and reconcile updates with monthly carrier invoices
Maintain accurate documentation in systems and ensure compliance with carrier requirements and internal processes
Fully understand and execute carrier submission requirements ensuring accuracy in documentation and workflows
Work closely with internal teams regarding benefits administration COBRA and compliance activities
Leverage reporting tools and data to support account administration and ensure operational accuracy
Support renewal and quoting processes to ensure timely and effective program delivery
Develop and maintain positive relationships with clients carriers and vendors
Identify trends in customer feedback and escalate issues to management to improve service delivery
Assist in managing multiple accounts while ensuring high levels of customer satisfaction and follow up