Account Coordinator (Part-Time)

Alera Group•New Richmond, WI

12d•$40,000 - $49,000•Hybrid

About The Position

Alera Group is looking for an Account Coordinator to work with our Employee Benefits team. We are seeking highly motivated colleagues who bring experience and enthusiasm to our team – joining us may be the perfect fit for you! This is a part time position, up to 30 hours per week. Alera Group was founded in 2017 and has grown to become the 14th 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.

Requirements

Associate’s degree or equivalent work experience
Advanced-level proficiency in Microsoft Office applications (Outlook, Excel, Word, PowerPoint)
Proficiency in leveraging approved artificial intelligence tools to execute efficiently

Nice To Haves

Project management skills highly preferred

Responsibilities

Coordinate client service delivery across the employee benefits lifecycle, partnering with consultants and account managers to manage timelines, renewals, and plan activities with accuracy and timeliness
Prepare and maintain client-facing materials and documentation, including benefit guides, enrollment materials, meeting agendas, and complete, up-to-date records in internal systems and CRM platforms
Serve as a liaison between clients, carriers, and internal teams, resolving issues, reviewing vendor materials for accuracy, and supporting account teams to ensure a consistent, high-quality client experience

Benefits

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

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