Account Coordinator

Alera Group

San Antonio, Texas

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JOB DETAILS

SKILLS

Administrative Skills, Brokerage, Communication Skills, Compensation and Benefits, Competitive Analysis/Strategy, Cross-Functional, Customer Experience, Customer Service Management, Customer Support/Service, Detail Oriented, Develop and Maintain Customers, Economics, Employee Benefits, Establish Priorities, Finance, Human Resources, Insurance, Leadership, Organizational Skills, Presentation/Verbal Skills, Problem Solving Skills, Proposal Writing, Regulatory Requirements, Retention Programs, Sales Management, Sales Presentation, Supplier Relationship Management (SRM), Team Player, Time Management, Writing Skills

LOCATION

San Antonio, Texas

POSTED

30+ days ago

OVERVIEW

Account Coordinator - Employee Benefits
In-Office | San Antonio, Texas

At Alera Group, our Employee Benefits teams help organizations attract, retain, and engage their workforce through creative, compliant, and competitive benefits strategies. We're seeking an Account Coordinator who will make a meaningful impact by delivering proactive client service, thoughtful benefits strategy, and a high-touch experience for both clients and employees.

About Alera Group
Alera Group was founded in 2017 and has grown to become the 14th largest broker of U.S. business. We are passionate about our clients' success in the areas of Employee Benefits, Property and Casualty Insurance, and Financial Services. With a network of offices nationwide, our commitment to collaboration allows us to offer national resources combined with local service.

This role supports clients by ensuring benefits programs are administered accurately, aligned with strategic objectives, and compliant with all regulatory requirements. You'll partner with internal teams and client contacts to deliver seamless execution, creative solutions, and a superior client experience.

Why Alera Group

Meaningful Impact: Help clients and employees navigate benefits programs that drive retention, engagement, and satisfaction
Growth & Learning: Opportunities to deepen your expertise and gain exposure to a variety of clients and industries
Collaborative Culture: Work in a team-oriented environment that values accountability, partnership, and the principles of The Collaborative Way

RESPONSIBILITIES

What You'll Do / Your Impact

Maintain and prioritize a task list on a regular basis as directed
Provide support to local SRM office by completing and hoc administrative tasks as needed and directed Learn and support Client Service Cycle with oversight from experienced team members to ensure a seamless renewal process and retain the business
Study and apply SRM resources, available tools, established work products and knowledge to maximize efficiency and effectiveness in client deliverables with oversight from experienced team members
Establish positive relationships within the office
Assist Client Service Manager with the preparation of RFPs, coordinate vendor responses, and support the development of client presentations
Leverage team members to ensure timely delivery of requests for clients, vendors and internal partners
Develop strong oral and written communication skills, demonstrated through the ability to effectively present in open enrollment meetings, participate in client calls and correspond viaemail
Be innovative and don't be satisfied with the status quo! Generate new and practical ideas, always look to improve
Complete training and professional development to gain understanding of the insurance industry
Exemplify the highest ethical standards

QUALIFICATIONS

What You Bring

Required

0-2 years of experience in an administrative or support role, preferably in Benefits Administration or Human Resources
Basic finance/economics understanding
Life & Health License (or obtained within first 90 days of employment)
Excellent communication and collaboration skills

Core Competencies

Attention to detail and organizational skills to manage multiple initiatives
Problem-solving and critical thinking to navigate complex benefits issues
Ability to operate in a fast-paced environment and manage client expectations
Collaborative mindset to work with cross-functional teams

ADDITIONAL INFORMATION

Benefits:
Alera Group offers comprehensive benefits including medical, dental, vision, life and disability coverage, 401(k), generous PTO, and more.

Work Model:
This role is In-Office

Professional Development - Alera Group Academy
At Alera Group, growth isn't left to chance. Through Alera Group Academy, we provide structured development opportunities designed to help you expand your expertise and build a meaningful career.

You'll have access to:

Role-specific learning paths
Leadership development programs
Technical and compliance train

Account Coordinator

Alera Group

San Antonio, Texas

About the Company

Alera Group

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