Enrollment Services Coordinator
About The Position
At Alera Group, our Employee Benefits team helps businesses provide comprehensive benefit packages to their employees. We’re seeking an Enrollment Services Coorindator who will support our existing and new client accounts. 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 netwok of offices nationwide, our commitment to collaboration allows us to offer national resources combined with local service. 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
- Experience working with Applied Epic, Salesforce, or similar systems
- Strong analytical and problem‑solving skills
- Detail orientation
- Accountability and follow‑through
- Collaborative mindset
- Client‑first thinking
- Technical accuracy and judgment
- Continuous improvement mindset
Responsibilities
- Assist with filling out RFP's and gathering cenus and/or existing carrier material
- Complete illustration spreads once carrier proposals have been received
- Track the RFP/Proposal/Illustration/CM presentation process to make sure tasks get completed in a timely manner (keep RFP Tracker updated)
- Create QR Code/Scheduling LInk along with the New Hire Flyers when a new accounts starts utiulizing Enrollment Services
- Assist with Carrier Employer Applications and Termination letters when needed
- Assist with setting up and sending text message campaigns during OE
- Proven problem resolution skills with experience in project management
- Ability to partner with commercial clients and serve as a trusted resource and advisor
- Streamlining communication with key accounts and external vendors including insurance carriers
- Strong organizational skills with the ability to manage deadlines in a fast‑paced environment
Benefits
- medical, dental, vision, life and disability coverage
- 401(k)
- generous PTO
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
Number of Employees
251-500 employees
