Job Description
Alera Group is one of the largest independent insurance and financial services firms in the United States. They are seeking a Benefits Coordinator to support client service excellence and operational accuracy within their Employee Benefits team. The role involves servicing employee benefits for clients, coordinating open enrollment activities, and contributing to a collaborative team environment.
Responsibilities
- Own all aspects of servicing employee benefits for assigned Alera Group clients
- Assist in the renewal and marketing process, including -Gathering information from vendors and clients
- Preparing RFPs and coordinating with involved parties
- Preparing proposals for client presentations
- Successfully onboard new clients and new lines of coverage, managing the process end-to-end
- Enter and maintain client information in the Agency Management System
- Report and monitor activities and key processes to ensure accurate communication with stakeholders
- Coordinate open enrollment activities, including preparing presentations and client deliverables
- Maintain documentation within agency management platforms (e.g., Brokerage Builder preferred)
- Ensure compliance, data accuracy, and timely execution of deliverables
- Support audits, reporting, and project-based work as needed
- Assist in identifying process improvements or efficiencies that enhance client delivery
- Contribute to a collaborative, team-oriented culture
Skills
- Ability to obtain a State Life & Health Insurance License (required)
- Proficiency in Microsoft Outlook and Excel
- Excellent written and verbal communication skills
- Highly organized, detail‑oriented, and able to manage multiple priorities independently
- Strong customer service and relationship‑management skills
- Undergraduate degree
- Experience with Zywave products
- Maintain documentation within agency management platforms (e.g., Brokerage Builder preferred)
Benefits
- Medical
- Dental
- Vision
- Life and disability coverage
- 401(k)
- Generous PTO
- Role-specific learning paths
- Leadership development programs
- Technical and compliance training
- Industry certifications and continuing education support
- Peer learning and knowledge-sharing communities
Company Overview
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