Client Service Specialist – Employee Benefits (Hybrid)

Propel Insurance, Inc.; North Olmsted (OH); Hybrid; USD 42,000 - 55,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

Life and disability coverage

401(k)

Generous paid time off

Professional development and career成长

Job summary

Alera Group is seeking a Client Service Coordinator to join our Employee Benefits team in a hybrid role. You will help deliver exceptional client service, build trusted relationships, and navigate the complexities of employee benefits for our clients.

Responsibilities include coordinating documents, enrollment files, billing changes, renewal packages, and ongoing client support. A strong emphasis on organization, communication, and collaboration with team members is essential for success.

Qualifications

• Strong organizational skills and attention to detail.
• Excellent communication and customer service skills.
• Proficiency with Microsoft Office applications and basic technical skills.
• Ability to manage multiple priorities in a fast-paced environment.
• Ability to follow established procedures while working collaboratively with team members.
• Ability to learn insurance terminology, carrier relationships, plan types, and brokerage operations.

Responsibilities

• Collect documents and coordinate meetings for client accounts
• Handle administrative setup and maintenance of new accounts
• Generate eligibility lists, enrollment files, and other standard intake documents
• Process routine service requests including ID cards, eligibility changes, and billing adjustments
• Maintain compliance calendars and accurately document client activity
• Prepare renewal packages, census reports, plan grids, and renewal documentation
• Support carrier communications and documentation requirements
• Maintain and update agency management systems and other client records
• Provide administrative follow-up on forms, billing corrections, and client requests
• Communicate directly with clients to support service needs and ongoing account maintenance

Skills

Organizational skills

Communication

Microsoft Office

Multitasking

Procedures

Insurance terminology

Tools

Microsoft Office

Job description

Alera Group is seeking a Client Service Coordinator to join our Employee Benefits team in a hybrid role. You will help deliver exceptional client service, build trusted relationships, and navigate the complexities of employee benefits for our clients.

Responsibilities include coordinating documents, enrollment files, billing changes, renewal packages, and ongoing client support. A strong emphasis on organization, communication, and collaboration with team members is essential for success.