Client Service Coordinator
Alera Group•Highland Hills, OH
•Hybrid
About The Position
At Alera Group, our Employee Benefits team helps organizations attract, retain, and support their employees through innovative benefits solutions. As a Client Service Coordinator, you'll play an important role in delivering exceptional client service, building trusted relationships, and helping clients navigate the complexities of employee benefits.
Requirements
- Strong organizational skills and attention to detail
- Excellent communication and customer service skills
- Proficiency with Microsoft Office applications and basic technical skills
- Ability to manage multiple priorities in a fast-paced environment
- Ability to follow established procedures while working collaboratively with team members
- Ability to learn insurance terminology, carrier relationships, plan types, and brokerage operations
- Life and Health Insurance License not required at hire
- Ability and willingness to obtain a Life and Health Insurance License to support career progression
Nice To Haves
- Prior customer service experience
- Experience in an administrative, customer support, or account support role
- Exposure to employee benefits, insurance, financial services, or a related industry
- Experience maintaining records and working within business systems
Responsibilities
- Collect documents and coordinate meetings for client accounts
- Handle administrative setup and maintenance of new accounts
- Generate eligibility lists, enrollment files, and other standard intake documents
- Process routine service requests including ID cards, eligibility changes, and billing adjustments
- Maintain compliance calendars and accurately document client activity
- Prepare renewal packages, census reports, plan grids, and renewal documentation
- Support carrier communications and documentation requirements
- Maintain and update agency management systems and other client records
- Provide administrative follow-up on forms, billing corrections, and client requests
- Communicate directly with clients to support service needs and ongoing account maintenance
Benefits
- Medical, dental, and vision insurance
- Life and disability coverage
- 401(k)
- Generous paid time off
- Professional development and career growth opportunities
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
