Intake Coordinator/Compliance Specialist

Alera Group•Mount Laurel Township, NJ

3d•Hybrid

About The Position

Alera Group is seeking an Intake Coordinator/Compliance Specialist to join their team in Mount Laurel, NJ. Founded in 2017, Alera Group has grown to become the 14th largest broker of US business. The company is dedicated to client success in Employee Benefits, Property and Casualty Insurance, Retirement Plan Services, and Wealth Services. With a network of offices nationwide, Alera Group emphasizes collaboration to offer national resources combined with local service.

Requirements

Critical Thinking & Problem Solving: Demonstrates strong analytical skills with the ability to investigate, plan, and independently resolve issues in a dynamic, fast changing environment
Adaptability & Prioritization: Comfortable managing multiple priorities simultaneously while maintaining high accuracy and sound judgment, especially with sensitive information
Location Requirement: New hires must live within a commutable distance of the designated worksite

Responsibilities

Provide policy and claims assistance, including submissions, follow-ups, and gathering missing information from employees and third parties
Guide employees through leave of absence and disability claim processes, routing requests to appropriate departments
Accurately collect, verify, and enter employee and claim data into the system while ensuring confidentiality and compliance
Review eligibility for benefits and request necessary documentation from employers or partners
Manage incoming calls, emails, faxes, and voicemails daily, responding promptly and professionally
Prepare and send claim correspondence, ensuring adherence to regulatory requirements and timelines
Support departmental projects and perform related duties as assigned