Client Success Specialist, Spending Accounts

Alera Group

2d•$50,000 - $60,000•Remote

About The Position

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 Success Specialist, Spending Accounts who will provide direct support in system setup 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 spending account (FSA/HSA/HRA and related) clients through implementation setup, routine service requests, and basic issue resolution—while maintaining accurate records and partnering closely with Onboarding, Client Success, and internal operations teams.

Requirements

Experience in client service, account management, or benefits administration (spending accounts such as FSAs, HSAs, HRAs, or commuter benefits).
Strong customer service mindset with a focus on problem resolution and client satisfaction.
Proficiency in Microsoft Office (Excel, Word, Outlook, PowerPoint).
Ability to manage multiple tasks with attention to detail and accuracy.
Strong verbal and written communication skills with a client-focused approach.

Nice To Haves

Bachelor’s degree in Business, Communications, or a related field preferred.
Experience with CRM and project management tools (e.g., Zoho, Salesforce) preferred.
Comfort learning and working in benefits technology platforms; eagerness to participate in training and internal development programs.
Relevant professional certifications (e.g., CEBS) are a plus.

Responsibilities

Assists with data collection, platform setup, and configuration to support new client implementations.
Ensures tasks are completed accurately and in a timely manner.
Handles routine client inquiries, resolves basic system issues, and escalates more complex cases to the Sr. CSS or CSM.
Ensures timely and accurate updates to client accounts.
Maintains accurate client records, ensures data integrity, and assists in quality control efforts.
Supports internal documentation efforts to streamline onboarding and service processes.
Works closely with internal teams, including Onboarding and Client Success, to support client needs.
Communicates client feedback and common issues to support service improvements.
Participates in training programs and mentorship opportunities to enhance system knowledge and client service skills.
Works towards developing proficiency in benefits technology platforms.