Client Service Coordinator

Alera Group•Fort Collins, CO

10d•Hybrid

About The Position

Client Service Coordinator – Employee Benefits At Alera Group, our Employee Benefits team helps employers design, implement, and support programs that care for people and strengthen organizations. We’re seeking a Client Service Coordinator who will provide direct support in client relations and day-to-day service requests, ensuring a seamless client experience and operational accuracy. About Alera Group Founded in 2017, Alera Group has grown to become the 14th largest broker of U.S. business. We serve clients across Employee Benefits, Property & Casualty Insurance, and Financial Services. With offices nationwide, we combine national strength with local service through a deeply collaborative approach. This role will focus on supporting Individual health and Medicare clients through answering questions, supporting the enrollment process, Why Alera Group Make an Impact: Your work supports businesses and individuals in protecting what matters most. Grow With Us: We invest in development, mentorship, and long-term career growth. The Collaborative Way: We believe in accountability, teamwork, and shared success across all offices and lines of business. National Strength. Local Heart: Scale, resources, and expertise — with relationships that feel personal.

Requirements

Active Life and Health license or ability to obtain
Ability to obtain and maintain Medicare carrier certifications
Strong customer service and relationship-building skills
Excellent verbal and written communication abilities
Strong organizational and time-management skills
Ability to manage multiple priorities in a fast-paced environment
High level of attention to detail and follow-through
Proficiency in Microsoft Office and CRM systems
Demonstrated commitment to providing an exceptional client experience
Active State Life & Health License OR Ability to obtain required licensure within 6 months of hire
Ongoing continuing education to maintain active status

Nice To Haves

1-3 years of customer service, administrative support, healthcare, insurance, or related experience
Medicare and/or ACA marketplace experience
Experience supporting enrollments, renewals, client records, and carrier coordination
Experience working with CRM systems and carrier platforms
Familiarity with billing, claims, eligibility, coverage, and enrollment processes

Responsibilities

Serve as a primary point of contact for client service inquiries
Respond to questions related to billing, claims, eligibility, enrollment, coverage, and carrier processes
Assist clients with Medicare, Affordable Care Act, and supplemental insurance service needs
Support new client onboarding and ongoing service activities
Coordinate resolution of client issues with carriers, providers, and internal teams
Ensure timely follow-up and communication with clients regarding service requests
Collaborate with producers, leadership, carriers, and internal support teams to deliver a positive client experience
Maintain accurate client files, records, and documentation within agency systems
Update and manage client information within CRM and carrier platforms
Track service requests and ensure timely resolution
Prepare reports, client correspondence, enrollment materials, and other administrative materials as needed
Follow established compliance, privacy, and documentation standards
Maintain knowledge of carrier requirements and enrollment procedures
Monitor enrollment status and follow up on outstanding items to ensure completion
Support annual enrollment period, open enrollment period, and ACA renewal activities
Support preparation and distribution of enrollment materials and client communications
Contribute to client satisfaction through responsive, accurate, and proactive service
Support retention of existing clients through strong follow-through and issue resolution
Participate in team initiatives, projects, and process improvement efforts
Share knowledge and best practices to improve service consistency and efficiency
Participate in training and ongoing professional development opportunities