Account Coordinator

Alera Group • San Antonio, TX

43d • Onsite

About The Position

Account Coordinator – Employee Benefits
In-Office
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 an 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
Founded in 2017, Alera Group has grown to become the 14th largest broker of U.S. business. We are passionate about our clients’ success in Employee Benefits, Property & Casualty Insurance, Retirement Plan Services, and Wealth Services. With offices nationwide, our collaborative approach allows us to deliver national strength 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

• 0–2 years of experience in an administrative or support role, preferably in Benefits Administration or Human Resources
• Basic finance/economics understanding
• Life & Health License (or obtained within first 90 days of employment)
• Excellent communication and collaboration skills
• Attention to detail and organizational skills to manage multiple initiatives
• Problem-solving and critical thinking to navigate complex benefits issues
• Ability to operate in a fast-paced environment and manage client expectations
• Collaborative mindset to work with cross-functional teams

Responsibilities

• Maintain and prioritize a task list on a regular basis as directed
• Provide support to local SRM office by completing and hoc administrative tasks as needed and directed Learn and support Client Service Cycle with oversight from experienced team members to ensure a seamless renewal process and retain the business
• Study and apply SRM resources, available tools, established work products and knowledge to maximize efficiency and effectiveness in client deliverables with oversight from experienced team members
• Establish positive relationships within the office
• Assist Client Service Manager with the preparation of RFPs, coordinate vendor responses, and support the development of client presentations
• Leverage team members to ensure timely delivery of requests for clients, vendors and internal partners
• Develop strong oral and written communication skills, demonstrated through the ability to effectively present in open enrollment meetings, participate in client calls and correspond viaemail
• Be innovative and don’t be satisfied with the status quo! Generate new and practical ideas, always look to improve
• Complete training and professional development to gain understanding of the insurance industry
• Exemplify the highest ethical standards

Benefits

• Alera Group offers comprehensive benefits including medical, dental, vision, life and disability coverage, 401(k), generous PTO, and more.
• Professional Development – Alera Group Academy
• At Alera Group, growth isn’t left to chance. Through Alera Group Academy, we provide structured development opportunities designed to help you expand your expertise and build a meaningful career.
• Role-specific learning paths
• Leadership development programs
• Technical and compliance training
• Industry certifications and continuing education support
• Peer learning and knowledge-sharing communities
• Whether you’re deepening technical expertise or preparing for leadership, we’re invested in helping you grow.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed