Alera Group, Inc. · 14 hours ago
COBRA and Direct Billing Manager
Alera Group, Inc. is a rapidly growing company in the employee benefits and insurance sector, and they are seeking a COBRA and Direct Billing Manager. The role involves managing the client lifecycle, ensuring smooth implementations and ongoing support, and providing training on the WEX platform while maintaining compliance with regulatory requirements.
Employee BenefitsFinancial ServicesInsuranceRisk Management
Responsibilities
Owns the full lifecycle of assigned clients, ensuring a proactive, consultative, and strategic client experience that drives retention and long-term success. Acts as a trusted advisor to clients by guiding them through best practices, platform enhancements, and strategic planning. Regularly participates in quarterly strategy reviews, annual stewardship meetings, and periodic health checks to strengthen client relationships and reduce churn
Oversees implementations, renewals, and ongoing client support. Ensures smooth transitions during new client onboarding, coordinating project plans and deliverables. Works closely with internal teams to meet target go-live dates and maintain client satisfaction. Conducts post-launch system audits to optimize platform performance
Works with internal teams to configure and test the WEX platform. Ensures platform accuracy and prevents issues through robust Quality Assurance (QA) testing before system launches and annual enrollments. Owns final QA validation, ensuring platform readiness and compliance with regulatory requirements
Serves as the escalation point of for resolving complex client issues, conducting root-cause analysis, and implementing preventative measures. Manages escalations and partners with the Associate Director on complex issues, and leverages data to proactively identify and mitigate recurring client challenges
Provides training and guidance to clients on WEX functionality, processes, and system enhancements. Oversees system administrator training and ensures clients are fully equipped to manage their platform. Maintains Trainual content and ensures clients have access to the latest documentation
Works closely with internal teams to ensure seamless service delivery for the inclusion of enhanced services. Collaborates with sales & marketing to identify growth strategies and drive upsell/cross-sell opportunities
Maintains accurate and updated client records in CRM and Trainual. Documents best practices, FAQs, and platform updates to ensure consistency in service delivery. Identifies efficiencies in workflows and automation opportunities. Ensures system configurations align with client needs
Qualification
Required
3+ years of experience in COBRA, Direct Billing, or HR technology, with a strong foundation in client service
Bachelor's degree in Business, Human Resources, Information Systems, or a related field preferred
Recognized Subject Matter Expert in the WEX platform, with completion of all available certifications and active engagement in ongoing training, product updates, and internal knowledge-sharing
Possess deep understanding of COBRA compliance, regulatory requirements, and industry best practices, ensuring accurate guidance and support for clients
Demonstrate strong communication and relationship-building skills, with the ability to influence, educate, and deliver high-quality client experiences
Skilled in managing multiple projects and priorities in a dynamic environment, leveraging tools like CRM and project management platforms (e.g., Zoho) to ensure timely and successful outcomes
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
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