Bilingual Client Services Representative

We combine the strength of a national organization with the personalized service of local experts to help clients succeed across Employee Benefits, Property & Casualty Insurance, Retirement Plan Services, Wealth Services, and Human Capital Solutions. As a Client Services Representative , you'll deliver exceptional, prompt, professional client support-assisting with voluntary benefits claims, billing, enrollments, and benefits questions via phone, email, and meetings.

OVERVIEW

Bilingual Client Services Representative
Location: Remote
About Alera Group
Founded in 2017, Alera Group is one of the nation's leading independent insurance and financial services firms. We combine the strength of a national organization with the personalized service of local experts to help clients succeed across Employee Benefits, Property & Casualty Insurance, Retirement Plan Services, Wealth Services, and Human Capital Solutions.
Why Join Alera Group?

• Collaborate with purpose - Work alongside colleagues who believe the best results come from strong partnerships, shared expertise, and supporting one another.
• Build your career - Expand your expertise through meaningful work, continuous learning, and opportunities to grow across a national organization.
• Make an impact - Help clients navigate complex challenges while contributing to solutions that make a difference for their businesses, employees, and communities.

The Opportunity
At Alera Group, our Employee Benefits team helps organizations attract, retain, and support their employees through innovative benefits solutions. As a Client Services Representative, you'll deliver exceptional, prompt, professional client support-assisting with voluntary benefits claims, billing, enrollments, and benefits questions via phone, email, and meetings.

RESPONSIBILITIES

• Serve as a primary day-to-day contact for assigned clients, delivering timely, professional, and responsive service
• Assist clients and plan participants with benefit enrollments, qualifying life events, employment status changes, and terminations
• Support benefits administration activities, including eligibility management, billing coordination, and policy maintenance
• Respond to inquiries regarding benefit plans, coverage, claims procedures, billing matters, and other related service requests
• Coordinate with carriers, account managers, benefit coordinators, and internal teams to resolve client issues and ensure accurate service delivery
• Assist with voluntary benefits claims and support clients throughout the claims resolution process
• Investigate and resolve client concerns, service issues, and escalated requests efficiently and professionally
• Follow established service workflows while identifying opportunities to improve client experiences and operational effectiveness

QUALIFICATIONS

Required Qualifications

• Bilingual in Spanish & English
• Experience in customer service, benefits administration, insurance operations, or a related field
• Strong verbal and written communication skills
• Excellent organizational skills with strong attention to detail and accuracy
• Ability to manage multiple priorities and meet deadlines in a fast-paced environment
• Strong problem-solving and client relationship management skills
• Proficiency with Microsoft Office applications, including Outlook, Word, and Excel
• Ability to work collaboratively with clients, carriers, and internal stakeholders

Preferred Qualifications

• Associate's or Bachelor's degree
• Experience supporting employee benefits, voluntary benefits, or insurance programs
• Experience working with benefit enrollment and administration systems
• Knowledge of claims processing, eligibility management, and billing reconciliation
• Experience managing multiple client relationships in a service environment
• Insurance license or ability to obtain licensure, if applicable

Compensation

• Hourly Range: $24.04-$28.85 hourly

Benefits
Eligible colleagues enjoy a comprehensive benefits package including:

• Medical, dental, and vision insurance
• Life and disability coverage
• 401(k)
• Generous paid time off
• Professional development and career growth opportunities

ADDITIONAL INFORMATION

Work Arrangement
This position is Remote. Must be comfortable working 8:30am-5:00pm CT hours.

• Remote: This role is primarily remote.
• Hybrid: This role follows a hybrid work arrangement, combining in-office and remote work based on business needs and manager expectations.
• In-Office: This role requires regular on-site attendance at the designated office location.

Travel Requirements: Occasional travel may be required to support office