Account Coordinator, Employee Benefits jobs in United States
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Alera Group, Inc. · 6 hours ago

Account Coordinator, Employee Benefits

Alera Group, Inc. is a rapidly growing insurance broker that specializes in Employee Benefits and other services. They are seeking an Account Coordinator to support the Client Services Team with various tasks including renewals, proposals, and client meetings while ensuring data integrity and excellent service delivery.

Employee BenefitsFinancial ServicesInsuranceRisk Management

Responsibilities

Support the Client Services Team with renewals, proposals, client meetings, open enrollment materials, and day-to-day service requests while adhering to agency workflow and data integrity best practices
Assist with client management and stewardship activities, including claims support, marketing efforts, project coordination, carrier transitions, discrepancy research, and system updates and upkeep
Research policy language and coverage options, prepare accurate carrier paperwork, master internal systems (Employee Navigator, BenefitPoint, Zywave)
Participate in client meetings to strengthen relationships and service delivery

Qualification

Healthcare experienceLifeHealthAccident LicenseCustomer service experienceClient managementProject coordination

Required

Minimum of 2 years of customer service and or professional work experience
Minimum of 1 year of healthcare experience within a carrier, HR, medical, dental or vision practice
Possess or willing to obtain Life, Health and Accident License

Benefits

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

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 Chairman
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Company data provided by crunchbase