Assistant Client Manager

Alera Group, Inc.; Flagstaff (AZ); Hybrid; USD 60,000 - 80,000; Full time

Benefits offered by this job

Meaningful impact

Growth opportunities

Collaborative culture

Job summary

Alera Group in Scottsdale/Flagstaff, AZ, seeks an Employee Benefits Assistant Client Manager to deliver proactive client service and thoughtful benefits strategy. You will liaise with groups, carriers, and vendors on enrollment, billing, and plan changes, supporting the Client Manager with onboarding and renewals while maintaining CRM data and preparing reports.

Responsibilities include on-site enrollment support, audits, and effective communication across stakeholders.

Qualifications

• 1–3 years of group medical insurance experience in plan administration.
• At least 1 year in employee benefits consulting or broker office.
• Knowledge of medical terminology and regulatory requirements.
• Experience with self-funded and fully insured group plans.
• Ability to read contracts and prepare routine reports with guidance.

Responsibilities

• Receive or initiate communications with employer groups, carriers, and vendors on billing, eligibility, and plan conformance.
• Coordinate changes, renewals, and new group business between carriers and vendors.
• Assist in preparing for on-site enrollment meetings and developing proposal details.
• Support onboarding, renewals, and reporting for groups as needed.
• Maintain information in CRM and internal systems accurately.
• Assist with audits and travel to client meetings as required.
• Perform other duties as assigned by Management.

Skills

Client service

Benefits knowledge

Communication

Organizational skills

Education

Bachelor’s Degree in Business

Tools

MS Word

Excel

Outlook

Job description

Overview

Hybrid | Scottsdale - Chandler - Flagstaff, Arizona

At Alera Group, our Employee Benefits teams help organizations attract, retain, and engage their workforce through creative, compliant, and competitive benefits strategies.

Assistant Client Manager – Employee Benefits

We’re seeking an Employee Benefits Assistant Client Manager who will make a meaningful impact by delivering proactive client service, thoughtful benefits strategy, and a high-touch experience for both clients and employees.

The Assistant Client Manager will communicate with employer groups, insurance carriers, and other vendors regarding benefit set up, claim payment issues, eligibility questions, and billing. Working with the Client Manager, you will act as a liaison between carriers and vendors to coordinate and implement changes, renewals, and new business. You may assist in preparing on‑site enrollment meetings, developing proposal details, and preparing Plan Documents, Summary Plan Descriptions, or Employee Benefit materials. Your support will also be requested for audits such as eligibility and carrier records.

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

• Receive or initiate communication to employer groups, insurance carriers, and other vendors regarding claim payment issues, eligibility/termination provisions, billing, contract inquiries, and plan conformance.
• Act as liaison between carriers and vendors to coordinate and implement changes, renewals, and new group business, including group and consultant relationships.
• Assist in preparing for and conducting on‑site enrollment meetings as requested.
• Support the Client Manager with onboarding new groups, renewing existing groups, and preparing reports as needed.
• Maintain and update pertinent information in internal systems and the Customer Relations Management (CRM) system in a timely manner.
• Assist with audits (eligibility, carrier records, etc.) when requested.
• Travel locally to client meetings and events as required.
• Perform other duties as assigned by Management.

Qualifications

• One to three years of group medical insurance experience involving plan administration or an equivalent combination of education and insurance experience.
• One year of experience in an employee benefits consulting or broker office.
• Working knowledge of medical terminology, group medical insurance terminology, and regulatory requirements and restrictions.
• Experience with both self‑funded and fully insured large and small group plans.
• Ability to read and interpret contract documents, and write routine reports and correspondence with assistance from senior team members.
• Proficient verbal and written communication skills, as well as strong organizational and customer service skills.
• Proficient PC and data‑entry skills with experience in MS Word, Excel, and Outlook; basic mathematical aptitude.

Education Requirements

• Bachelor’s Degree in Business or a related field, or the equivalent combination of education and experience.

Benefits

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

Work Model

Hybrid – 2 or fewer days in office.

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.

• Role‑specific learning paths
• Leadership development programs
• Technical and compliance training
• Industry certifications and continuing education support
• Peer learning and knowledge‑sharing communities

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.