Benefits Client Success Associate

Alera Group, Inc.; Scottsdale (AZ); Hybrid; USD 60,000 - 75,000; Full time

Benefits offered by this job

Medical, dental, vision, life and long

401(k) plan with company match

Generous paid time off (PTO)

Job summary

Alera Group is seeking an Employee Benefits Assistant Client Manager to deliver proactive client service, thoughtful benefits strategy, and a high-touch experience for clients and employees. The role is hybrid with in-office days in Scottsdale and Chandler, Arizona, and involves coordinating with carriers, vendors, and consultants.

You will support group enrollments, renewals, reporting, audits, and group onboarding while building strong relationships with clients and internal teams to improve

Qualifications

• 1–3 years of group medical insurance experience in plan administration.
• 1 year of employee benefits consulting or broker experience.
• Knowledge of medical terminology and regulatory requirements.
• Experience with self-funded and fully insured group plans.
• Ability to interpret contracts and write routine reports with supervision.
• Strong verbal and written communication, organizational and customer service skills.
• Proficient with MS Word, Excel, and Outlook; basic math aptitude.

Responsibilities

• Serve as liaison between employer groups, carriers, and vendors on claims, billing, and compliance.
• Coordinate changes, renewals, and new group business with the Client Manager.
• Act as point person for group and consultant coordination.
• Assist in on-site enrollment meetings and onboarding of new groups.
• Produce reports per established procedures.
• Maintain information in CRM and internal systems; support audits.

Skills

Group medical insurance knowledge

Communication skills

MS Office (Word/Excel/Outlook)

Education

Bachelor’s degree in business or related field

Tools

BCG internal systems

CRM

Job description

Alera Group is seeking an Employee Benefits Assistant Client Manager to deliver proactive client service, thoughtful benefits strategy, and a high-touch experience for clients and employees. The role is hybrid with in-office days in Scottsdale and Chandler, Arizona, and involves coordinating with carriers, vendors, and consultants.

You will support group enrollments, renewals, reporting, audits, and group onboarding while building strong relationships with clients and internal teams to improve