Alera Group is one of the largest independent insurance and financial services firms in the United States. They are seeking a Benefits Coordinator to support client service excellence and operational accuracy within their Employee Benefits team. The role involves servicing employee benefits for clients, coordinating open enrollment activities, and contributing to a collaborative team environment.
Responsibilities
- Own all aspects of servicing employee benefits for assigned Alera Group clients
- Assist in the renewal and marketing process, including -Gathering information from vendors and clients
- Preparing RFPs and coordinating with involved parties
- Preparing proposals for client presentations
- Successfully onboard new clients and new lines of coverage, managing the process end-to-end
- Enter and maintain client information in the Agency Management System
- Report and monitor activities and key processes to ensure accurate communication with stakeholders
- Coordinate open enrollment activities, including preparing presentations and client deliverables
- Maintain documentation within agency management platforms (e.g., Brokerage Builder preferred)
- Ensure compliance, data accuracy, and timely execution of deliverables
- Support audits, reporting, and project-based work as needed
- Assist in identifying process improvements or efficiencies that enhance client delivery
- Contribute to a collaborative, team-oriented culture
Skills
- Ability to obtain a State Life & Health Insurance License (required)
- Proficiency in Microsoft Outlook and Excel
- Excellent written and verbal communication skills
- Highly organized, detail‑oriented, and able to manage multiple priorities independently
- Strong customer service and relationship‑management skills
- Undergraduate degree
- Experience with Zywave products
- Maintain documentation within agency management platforms (e.g., Brokerage Builder preferred)
Benefits
- Medical
- Dental
- Vision
- Life and disability coverage
- 401(k)
- Generous PTO
- Role-specific learning paths
- Leadership development programs
- Technical and compliance training
- Industry certifications and continuing education support
- Peer learning and knowledge-sharing communities
Company Overview
Alera Group is a growing leader, reimagining the complex risk management, insurance and financial services delivery experience through intentional collaboration connecting clients to holistic solutions that protect and grow all they value most. It was founded in 2017, and is headquartered in Deerfield, Illinois, USA, with a workforce of 1001-5000 employees. Its website is http://aleragroup.com.