Benefits Coordinator

What You'll Do / Your ImpactClient Engagement & Service DeliveryServe as a primary day-to-day contact for routine client service needs, coordinating activities with internal teams and external partners. We're seeking a Benefits 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.

OVERVIEW

Benefits Coordinator - Employee Benefits
Hybrid

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 a Benefits 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 ImpactClient Engagement & Service Delivery

• Serve as a primary day-to-day contact for routine client service needs, coordinating activities with internal teams and external partners
• Build strong client relationships through professional communication via phone, email, and virtual or in-person interactions
• Assist with client inquiries related to eligibility, billing, enrollments, and claims, escalating complex issues as appropriate
• Build employee benefit presentations and support open enrollment meetings as needed

Workflow Execution & Administration

• Coordinate service tasks across internal departments to ensure timely and accurate execution of client deliverables
• Support carrier submissions by gathering exposure data and program information for quoting, renewals, and marketing
• Maintain accuracy of client portals and manage client access as requested

Renewal & Marketing Support

• Assist with renewal workflows by gathering data, preparing documentation, and coordinating renewal activities
• Support communication with carriers, underwriters, and partners during renewal and marketing cycles

Systems, Documentation & Process Discipline

• Maintain accurate and complete documentation within agency management systems, including policies, correspondence, and activities
• Follow established workflows, service plans, and best practices to ensure consistent, high-quality service delivery
• Support updates to client service plans and generate reports on service execution as needed

Team Collaboration & Professional Growth

• Work collaboratively across service teams to deliver a cohesive, enterprise-wide client experience
• Participate in internal and external meetings, carrier sessions, and training opportunities
• Stay current on carrier products, benefits trends, and regulatory requirements

QUALIFICATIONS

What You BringRequired

• Life & Health insurance license or ability to obtain within required timeframe
• Strong customer service and relationship-building skills
• Excellent organizational skills with strong attention to detail
• Ability to prioritize tasks and work independently in a fast-paced environment
• Proficiency in Microsoft Word, Excel, and PowerPoint, including spreadsheet validation

Preferred

• Bachelor's degree or equivalent relevant experience
• 2+ years of experience in benefits administration, insurance brokerage, or carrier roles
• Working knowledge of medical, dental, vision, life, disability, and wellness benefit programs
• Understanding of the regulatory environment for employee