Client Service Representative bei Alera Group

Alera Group is looking for a Client Service Representative. 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.

• Diagnose and resolve client issues related to claims, billing, and eligibility with accuracy and professionalism

• Partner with Account Managers to deliver the Alera Group service model, including

  • Requesting and downloading renewals, saving in Brokerage Builder

  • Coordinating benefit marketing with medical and ancillary carriers

  • Updating client and plan information in Brokerage Builder by gathering policies, billing statements, and other carrier documents

  • Coordinating completion of compliance documents (plan documents, Section 125, etc.)

• Document all client activities and updates in Brokerage Builder to maintain accurate records

• Adhere strictly to established procedures, ensuring high-quality, error-free deliverables through careful review and attention to detail

• Work independently at a steady, consistent pace, while contributing to a supportive and professional team environment

• Interact with clients in a professional, formal manner with a focus on accuracy, service, and task completion

• Associate degree or equivalent industry experience
• Health and Life License
• Knowledge of group product lines, or the ability to obtain required knowledge within 3 to 6 months of accepting position
• Client service experience, preferably in the area of employee benefits
• Intermediate to Advanced knowledge of Microsoft Office programs: Excel, Word, Power Point
• Excellent oral and written communication skills are necessary
• Ability to effectively manage competing priorities and maintain a high degree of confidentiality.
• Must be able to work independently and within a team environment

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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