SIG - Senior Account Coordinator

Overview

Alera Group is seeking an extremely detail-oriented, upbeat person to join our team, as a Senior Account Coordinator.   

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.  

 This position will provide support for our internal teams and clients. We take a highly personalized service approach to client’s needs and create value through teamwork and a focus on excellence in all aspects of our business.

Responsibilities

• Client Service & Support: Respond to client, carrier, and staff inquiries in a timely, courteous, and professional manner, addressing benefit questions, resolving issues, and ensuring a high level of customer service.
• Renewal & Enrollment Management: Facilitate the online renewal process for FSA-COBRA, assist with open enrollment preparation and follow-up, and manage renewal documentation in electronic files following naming conventions.
• Document Review & Compliance: Review, create, and update Summary of Benefits and Coverage (SBCs) and ensure compliance with licensing requirements by maintaining necessary CE credits for an active life & health license.
• Collaboration & Training: Work closely with internal team members to manage requests, assist in training administrative support staff, and provide backup support to other Account Coordinators as needed.
• Client Engagement: Participate in select client meetings (virtually or on-site) to support account management and strengthen client relationships.
• Organizational & Technical Skills: Utilize Microsoft Office tools (Word, Outlook, Excel, PowerPoint, Teams) to manage tasks efficiently while maintaining strong attention to detail and organizational accuracy.

Qualifications

• Education: College degree with 3 years of applicable work experience preferred or High School diploma with at least 7 years of applicable work experience. 
• Prior experience in an administrative/operational environment with previous work in the healthcare industry is required.
• A Life & Health License is required at the time of hire or must be obtained within three months of the start date.

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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