What are the responsibilities and job description for the AIA - Account Coordinator position at Alera Group, Inc.?
Overview
Alera Group is looking for an 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 15th 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
Coordinate all phases of the renewal life-cycle in collaboration with account managers, including pre-renewal, quoting, implementation, and final wrap-up activities for each client.
Oversee benefits administration processes such as employee enrollments, terminations, and updates; reconcile changes against monthly carrier invoices and ensure compliance with COBRA and related regulations.
Serve as a primary point of contact for customer inquiries, complaints, and service requests via phone and email, while fostering strong relationships with clients, carriers, and vendors.
Maintain accurate and organized records of client interactions in Gen4, including detailed notes, and ensure proper implementation of carrier submission requirements and processes.
Analyze customer feedback to identify emerging issues or trends, escalate concerns to management, and uphold high standards of customer satisfaction.
Manage multiple client accounts concurrently, using technical tools and quantitative data to support efficient workflows, informed decision-making, and service accuracy.
Demonstrate strong proficiency in Microsoft Office—particularly Excel—and ensure accurate, timely follow-up to support ongoing customer engagement and service excellence.
Qualifications
- High School diploma or equivalent education.
- Strong organization and written/verbal communication skills.
- Obtain a P&C license within 90 days of hire.
- Strong interpersonal skills, and self-motivated.
- Minimum 3 years of work experience in customer service.
- 1 years of relevant insurance experience.
- Excellent data entry skills combined with strong proficiency in MS Office software and efficient execution of administrative tasks.
- Experience with AMS360 is a plus
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.
If you're a California resident, please read the California Consumer Privacy Act prior to applying.
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