Client Service & Benefits Advisor (Hybrid)

Alera Group, Inc.; Fort Collins (CO); Hybrid; USD 45,000 - 50,000; Full time

Benefits offered by this job

Medical, dental, vision, life and disa

401(k)

Generous PTO

Professional development opportunities

Job summary

Alera Group is seeking a Client Service Coordinator – Employee Benefits in Ft. Collins, CO.

This hybrid role supports client relations and day-to-day service requests to ensure a seamless experience and operational accuracy. You will act as a primary contact for client inquiries, assist with Medicare, ACA, and supplemental enrollment services, and coordinate with carriers and internal teams to deliver exceptional service.

Qualifications

• Active Life and Health license or ability to obtain
• Ability to obtain and maintain Medicare carrier certifications
• Strong customer service and relationship-building skills
• Excellent verbal and written communication abilities
• Strong organizational and time-management skills
• Ability to manage multiple priorities in a fast-paced environment
• High level of attention to detail and follow-through
• Proficiency in Microsoft Office and CRM systems
• Demonstrated commitment to providing an exceptional client experience

Responsibilities

• Serve as a primary point of contact for client service inquiries
• Respond to questions related to billing, claims, eligibility, enrollment, coverage, and carrier processes
• Assist clients with Medicare, ACA, and supplemental insurance service needs
• Support new client onboarding and ongoing service activities
• Coordinate resolution of client issues with carriers, providers, and internal teams
• Ensure timely follow-up and communication with clients regarding service requests
• Collaborate with producers, leadership, carriers, and internal support teams to deliver a positive client experience
• Maintain accurate client files, records, and documentation within agency systems
• Update and manage client information within CRM and carrier platforms
• Track service requests and ensure timely resolution
• Prepare reports, client correspondence, enrollment materials, and other administrative materials as needed
• Follow established compliance, privacy, and documentation standards
• Maintain knowledge of carrier requirements and enrollment procedures
• Monitor enrollment status and follow up on outstanding items to ensure completion

Skills

Customer service

Communication

Organization

Time management

Attention to detail

Relationship building

Teamwork

Problem solving

Adaptability

Education

Life & Health license

Medicare certifications

Tools

CRM systems

Microsoft Office

Job description

Alera Group is seeking a Client Service Coordinator – Employee Benefits in Ft. Collins, CO.

This hybrid role supports client relations and day-to-day service requests to ensure a seamless experience and operational accuracy. You will act as a primary contact for client inquiries, assist with Medicare, ACA, and supplemental enrollment services, and coordinate with carriers and internal teams to deliver exceptional service.