Assistant Client Manager

Alera Group•Flagstaff, AZ

8d•Hybrid

About The Position

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 Employee Benefits Assistant Client Manager who will make a meaningful impact by delivering proactive client service, thoughtful benefits strategy, and a high-touch experience for both clients and employees. 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. The Assistant Client Manager will communicate with employer groups, insurance carriers, and other vendors regarding benefit set up, claim payment issues, eligibility questions, and billing. Work with the Client Manager as a liaison between carriers and vendors to coordinate and implement changes, renewals, and new business. May assist in the preparation for and with on-site enrollment meetings. Assist with the comparison details of proposals and sales documents required to develop Plan Documents, Summary Plan Descriptions, or Employee Benefit materials. Assist Client Manager with audits when requested, such as eligibility, carrier records, etc. 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

One to three years of group medical insurance experience involving functions related to plan administration or equivalent combination of education and insurance experience.
One year of experience in an employee benefits consulting / broker office.
Working knowledge of medical terminology, group medical insurance terminology, and regulatory requirements and restrictions.
Experience with self-funded and fully insured large and small group plans.
Ability to read and interpret contract documents and the ability to write routine reports and correspondence with assistance from a senior level member of the Client Services team.
Proficient verbal and written communication skills as well as strong organizational and customer service skills.
Proficient PC and data entry skills with experience in MS Word, Excel and Outlook.
Basic mathematical aptitude
Bachelor’s Degree in Business or related field or the equivalent combination of education and experience.

Responsibilities

Receives or initiates communication to the employer groups, insurance carriers and other vendors regarding claims payment issues, eligibility/termination provisions, billing, contract inquiries and conformance with Plan Documents and legislation and general problem solving to provide quality service and efficient processing of information.
Works with the Client Manager as a liaison between all carriers and vendors to coordinate and implement changes, renewals, and new group business. Act as the point person in the same capacity for group and consultant.
May assist in preparation for and with on-site enrollment meetings at the group location as requested by Client Manager.
Assist Client Manager with all duties related to establishing the set-up and onboarding of new groups and renewal of existing groups.
Works with Client Manager to prepares and produce reports established or requested by groups following established procedures.
Maintain and update pertinent information in BCG internal systems, Customer Relations Management (CRM), in a timely fashion.
Assist with audits, such as eligibility, carrier records, etc., when requested.
Travel locally to client meetings and events as required.
Perform other duties as assigned by Management.