What are the responsibilities and job description for the GCG - Client Success Associate position at Alera Group, Inc.?
Overview
GCG Financial, an Alera Group company, is looking for a Client Success Associate. 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
- Serve as the primary point of contact for ongoing client service delivery, coordinating internal teams and external partners to ensure seamless execution of the service plan.
- Build strong client relationships through proactive communication—via phone, email, and in-person meetings—demonstrating ownership of client needs and expectations.
- Analyze client risk exposures and coverage structures, provide strategic recommendations, and execute program or coverage changes; support producers in presenting proposals and coverage comparisons.
- Lead and coordinate new business and renewal processes, ensuring timely and accurate submissions, engaging with clients to gather underwriting data, and negotiating terms with carriers.
- Maintain accurate and organized client files in agency management systems, documenting policy details, service activities, correspondence, and ensuring client portal information is current and accessible.
- Represent clients in discussions with underwriters, advocate for optimal terms, and develop carrier relationships by attending meetings and staying informed on products, underwriting practices, and market trends.
- Collaborate with cross-functional service teams to deliver a cohesive client experience, execute service plans, report on delivery status, and stay current on industry regulations, forms, and coverage options.
Qualifications
- Bachelor’s degree preferred or equivalent experience in employee benefits, insurance, or a related field.
- Active Life & Health Insurance License required.
- Minimum 5 years of experience in benefits brokerage, administration, or insurance carrier roles, with a strong understanding of mid-market benefits solutions.
- Expertise in alternative funding arrangements (self-funding, level-funding, captives) preferred.
- Strong analytical, negotiation, and problem-solving skills.
- Excellent communication and presentation skills, with the ability to explain complex benefits concepts in a clear and concise manner.
- Proficiency in Microsoft Office Suite, including advanced Excel skills.
- Experience with CRM, HRIS systems and SalesForce preferred.
- Ability to thrive in a fast-paced environment, managing multiple priorities with minimal supervision.
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.
Salary Range is $55K to 60K per year.
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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Salary : $55,000 - $60,000
