Account Coordinator

OVERVIEW

Alera Group is looking for a Account Coordinator. We are seeking highly motivated colleagues who bring experience and enthusiasm to our team - joining us may be the perfect fit for you!

Alera Group was founded in 2017 and has grown to become the 14th largest broker of US business. We are passionate about our clients' success in the areas of Employee Benefits, Property and Casualty Insurance, Retirement Plan Services, and Wealth Services. With a network of offices nationwide, our commitment to collaboration allows us to offer national resources combined with local service.

RESPONSIBILITIES

* Manage the full client renewal lifecycle, partnering with account managers on pre-renewal planning, quoting, implementation, and post-renewal wrap-up activities

* Administer ongoing plan changes and carrier coordination, including employee enrollments and terminations, invoice reconciliation, and accurate execution of carrier submission requirements

* Provide responsive client support and issue tracking, handling inquiries and concerns via phone and email, maintaining detailed records in Gen4, and analyzing client feedback to identify and escalate potential issues

QUALIFICATIONS

* Strong organization and written/verbal communication skills.

* Obtain a life and health license within six (6) months of hire.

* Strong interpersonal skills and self-motivated.

* Minimum 3 years of work experience in customer service.

* One or more years of relevant insurance experience, preferred.

* Excellent data entry skills combined with strong proficiency in MS Office software and efficient execution of administrative tasks.

ADDITIONAL INFORMATION

This job requires presence in the office on a hybrid schedule as agreed with the manager.

Alera Group offers comprehensive benefits to our colleagues, including medical, dental, life and disability insurance, 401k, generous paid time off and much more.

We're an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status, or any other protected class.

Alera Group is committed to protecting your privacy. Please review our Privacy Policy to understand what personal information we may collect and use as part of your application process.

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Location Type

Hybrid