Client Service Specialist

OVERVIEW

Client Service Specialist - 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 Client Service Specialist 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

Client Partnership & Service Excellence

• Serve as a primary resource for employee benefit questions, claims issues, eligibility concerns, billing inquiries, and benefit administration support
• Deliver responsive, high-quality service while building strong client relationships
• Assist with open enrollment activities and employee communications

Operational & Compliance Excellence

• Maintain accurate records and documentation within agency management and benefits administration systems
• Support client implementations, renewals, billing reconciliations, and ongoing service requests
• Ensure data accuracy and timely completion of administrative processes

Growth & Retention

• Contribute to positive client experiences that support retention and long-term partnerships
• Collaborate with internal teams to identify service improvements and drive operational efficiency
• Support special projects and initiatives that enhance overall client success

QUALIFICATIONS

What You Bring

Required

• High school diploma
• Ability to obtain a Life & Health License within six months of employment
• Strong customer service, communication, and organizational skills
• Ability to manage multiple priorities in a fast-paced environment
• Proficiency with Microsoft Office Suite

Preferred

• Bachelor's degree
• Bilingual in Spanish and English
• Experience supporting employee benefits, insurance, or client service functions
• Experience with benefits administration or agency management systems

Core Competencies

• Client-first mindset
• Attention to detail
• Accountability and follow-through
• Collaboration and relationship building
• Problem-solving and sound judgment
• Adaptability and initiative

ADDITIONAL INFORMATION

Compensation:

Hourly range: $23.00 - $35.90 per hour

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 Hybrid

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 training

• Industry certifications and continuing education support

• Peer learning and knowledge-sharing communities

Whether you're deepening technical expertise or preparing for leadership, we're invested in helping you grow.

Licensure & Certifications (If Applicable)

This position may require:

• Active [State Life & Health License / Property & Casualty License / Series 6/7/65/66 / etc.]

• Ability to obtain required licensure within [X] months of hire

• Ongoing continuing education to maintain active status

We're an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status, or any other protected class.

Alera Group is committed to protecting your privacy. Please review our Privacy Policy to understand what personal information we may collect and use as part of your application process.

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Location Type

Hybrid - 2 or less days in office