Client Relationship Specialist

Alera Group•McMurray, PA

2d•Hybrid

About The Position

Client Relationship Specialist– Medicare Location: Hybrid (flexible) | McMurray, Pennsylvania At Alera Group, our Medicare and Individual Health teams help individuals and seniors navigate coverage decisions with clarity and confidence. We’re seeking a Medicare Advisor & Client Relationship Specialist who will support an established Medicare Consultant while developing the client relationships, renewal knowledge, and business development capabilities needed to eventually manage and grow a Medicare book of business. 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 blends Medicare client service, enrollment and renewal support, along with the opportunity of producer development. The individual will work during AEP and throughout the year to support existing clients, assist with proactive outreach and meeting preparation, participate in new business appointments, and assume greater responsibility for new business production over time. Why Alera Group Meaningful Impact: Help clients and employees navigate 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

Active Life & Health State insurance license (with ability to obtain any required resident or non-resident licenses)
Current AHIP and/or Medicare carrier certifications, or ability to complete required Medicare certifications before advising on applicable products
Minimum of 3 years of experience in Medicare, individual health insurance, senior insurance, client service, financial services, or a related client-facing role
Strong ability to navigate technology and learn new systems (i.e. CRM, web-based logins and Agency Management Systems)
Strong verbal and written communication skills with the ability to communicate effectively with clients, carriers, producers, and internal team members
Professional demeanor with ability to maintain confidential information
Ability to thrive in a fast-paced, constantly changing environment
Strong attention to detail, organization, follow-up, and documentation habits

Nice To Haves

Prior experience working directly with Medicare Advantage, Medicare Supplement, Prescription Drug Plans, and/or senior insurance products
Experience supporting renewals, enrollment meetings, and client coverage reviews
Experience conducting client consultations, prospect meetings, or insurance sales conversations
Interest in moving into a producer or sales role over time
Comfort with prospecting, networking, referrals, and new business development
Client-first service mindset with strong follow-through
Consultative communication and relationship-building skills
Detail-oriented planning, documentation, and issue resolution
Self-motivated, coachable, and willing to learn from an experienced Medicare professional
Sales curiosity and willingness to actively pursue new opportunities
Adaptability in a high-growth, evolving business environment

Responsibilities

Serve as a trusted point of contact for Medicare clients, providing responsive, professional service and support
Assist clients with Medicare questions, enrollment support, coverage changes, billing questions, claims issues, and carrier-related service needs
Maintain accurate prospect and client information in CRM and customer database systems
Support proactive client outreach, including renewal reminders, AEP communications, and plan review follow-up
Strengthen client relationships through consistent communication, service follow-through, and relationship-building activities
Support renewal and enrollment activities for individual and senior insurance clients, especially during Annual Enrollment Period (AEP)
Assist with preparing Medicare, life, health, and related insurance quotes for new and existing clients
Manage submission of new applications, enrollment forms, policy updates, customer record maintenance, and carrier documentation
Coordinate with carriers and providers to monitor application status, resolve issues, and confirm appropriate changes have been completed
Prepare materials and meeting documentation for client reviews, renewal discussions, and enrollment appointments
Participate in new business appointments alongside an experienced Medicare Consultant to learn client consultation, sales, and enrollment practices
Develop the ability to conduct Medicare consultations and new business appointments independently over time
Identify and assist in developing cross-selling and referral opportunities across appropriate Alera Group products and services
Actively pursue new opportunities and contribute to long-term growth of the Medicare book of business
Build the skills and confidence needed to transition into a producer role and eventually assume responsibility for client relationships and book management