This role is designed to improve efficiency, consistency, and scalability by specializing in defined areas of client service support while partnering closely with Client Managers and Assistant Client Managers. CSCs operate within a team-based model, with individual responsibilities aligned to specific focus areas while maintaining shared accountability for service delivery across the service team book of business.

Overview:

Client Services Coordinator  – Employee Benefits

Hybrid | Scottsdale, Chandler - Arizona

 

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 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
Founded in 2017, Alera Group has grown to become the 14th largest broker of U.S. business. We are passionate about our clients’ success in Employee Benefits, Property & Casualty Insurance, Retirement Plan Services, and Wealth Services. With offices nationwide, our collaborative approach allows us to deliver national strength with local service.

 

The Client Service Coordinator (CSC) supports the Client Service team by managing high‑volume, administrative, and process‑driven service activities. This role is designed to improve efficiency, consistency, and scalability by specializing in defined areas of client service support while partnering closely with Client Managers and Assistant Client Managers.

CSCs operate within a team-based model, with individual responsibilities aligned to specific focus areas while maintaining shared accountability for service delivery across the service team book of business.

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: 

• • Support day‑to‑day service operations for clients
  • Manage standardized service requests and administrative tasks
  • Ensure accurate documentation in CRM systems and shared file repositories (Egnyte)
  • Adhere to service timelines, internal standards, and documentation requirements
  • Collaborate with Client Managers and Assistant Client Managers to resolve issues and escalate when appropriate
  • Maintain strong attention to detail across repetitive, deadline‑driven work
  • Participate in cross‑training to ensure coverage and continuity
  • Availability to work in-office for print jobs or other special projects (as needed)

Focus Areas & Specialized Responsibilities

Each CSC will be assigned a primary focus area, with responsibilities distributed to promote specialization, efficiency, and consistency. Focus areas may evolve over time based on business needs.

 

Focus Area 1: Eligibility & Enrollment Support

• Process eligibility and enrollment changes (working with RSP)
• Manage general service and billing issue resolution
• Create eligibility spreadsheets
• Support Employee Navigator renewals/questions

 

Focus Area 2: Client Materials & Documentation

• Prepare RFP packets and census documentation
• Build and update benefit guides and generic enrollment forms
• Request benefit summaries, policies, certificates of coverage
• Ensure accurate and timely filing of client documentation in Egnyte

 

Focus Area 3: Compliance, CRM & Reporting

• Maintain CRM for client policies and plan data
• Create and distribute annual notices
• Create and distribute FECs
• Prepare compensation disclosures
• Complete benchmark data entry

 

Qualifications:

What You'll Bring:  

• Proficient PC and data entry skills with experience in MS Word, Excel and Outlook.  
• Database and PowerPoint skills are a plus.
• Proficient verbal and written communication skills as well as strong organizational and customer service skills.
• Basic mathematical aptitude.
• Excellent interpersonal and recordkeeping skills.
• Certification in customer service or similar would be advantageous.
• Exceptional ability in providing professional, efficient and friendly client service.
• Ability to coordinate with other departments, carriers, vendors to resolve issues.

 

 

Education and Certifications REQUIRED:

• • High school diploma
  • 1-2 years of experience in client services, sales, or similar roles

Additional Information:

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

 

Work Model:

Compensation-Hourly $21-24 
This role is Hybrid

Scottsdale, Chandler 

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.

 

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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