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
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.
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 StageTotal Funding
$1.1BKey Investors
Bank of MontrealGenstar Capital
2025-05-01Debt Financing· $1B
2023-04-12Private Equity· $100M
2017-01-04Private Equity
Recent News
2025-10-21
Company data provided by crunchbase