Client Service Associate jobs in United States
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Alera Group, Inc. · 14 hours ago

Client Service Associate

Alera Group is a rapidly growing company specializing in Employee Benefits, Property and Casualty Insurance, Retirement Plan Services, and Wealth Services. They are seeking a Client Service Associate to assist with the placement and service of employee benefits, manage service requests, and resolve client inquiries.

Employee BenefitsFinancial ServicesInsuranceRisk Management

Responsibilities

Assist with all aspects of the placement and service of employee benefits for Alera Group clients, including but not limited to -
Work with vendor/carriers/providers and/or other external partner, as appropriate, to resolve claims and other administrative benefits-related issues
Has a clear understanding of client deliverables to ensure tasks are completed within the allotted timelines on the client’s service calendar
Has a clear understanding of client deliverables to ensure tasks are completed within the allotted timelines on the client’s service calendar
Manage day-to-day service requests (incoming calls and/or emails)
Respond to client inquiries within company’s guidelines for appropriate response time (24hrs)
Use client’s policies/contract to determine if there can be an immediate resolution to a customer issue or if that issue requires team lead involvement
Explains administrative processes for employee enrollment/change/terminations
Assists with audits, and other administrative client tasks as needed
Assists with related special projects as required
Performs other related duties as assigned by management

Qualification

HealthWelfare benefitsCustomer serviceMS Office SuiteZywave productsMulti-taskingOrganizational skillsCollaboration

Required

Experience 3 - 4 Years
Customer Service oriented
Knowledge of health and welfare employee benefits and ACA requirements
Ability to work with others at all levels both internally and externally in a professional manner
Ability to be highly organized & detail oriented in a fast-paced environment
Proficiency in MS Office Suite (Outlook and Excel proficiency required)
Enjoys working in, and actively helps to support and cultivate, a collaborative team atmosphere
Ability to multi-task and shift priorities as necessary

Preferred

Experience with Zywave products such as BrokerageBuilder
College degree preferred, but not required; Experience equivalent considered

Benefits

Medical
Dental
Life and disability insurance
401k
Generous paid time off

Company

Alera Group, Inc.

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Alera Group is a growing leader, reimagining the complex risk management, insurance and financial services delivery experience through intentional collaboration connecting clients to holistic solutions that protect and grow all they value most.

Funding

Current Stage
Late Stage
Total Funding
$1.1B
Key Investors
Bank of MontrealGenstar Capital
2025-05-01Debt Financing· $1B
2023-04-12Private Equity· $100M
2017-01-04Private Equity

Leadership Team

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Jim Blue
Chief Executive Officer
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Alan Levitz
Executive Vice Chairman
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Company data provided by crunchbase