Employee Benefits Client Success Specialist

Dickerson Group; Highland Hills (OH); Hybrid; USD 42,000 - 54,000; 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增长

Job summary

Alera Group is seeking a Client Service Coordinator to join the Employee Benefits team in a hybrid role. You will support client accounts with document collection, enrollment, and routine service requests, while maintaining strong relationships and ensuring accurate records.

The position emphasizes client service, efficiency, and collaboration with carriers and internal teams to deliver timely benefits solutions and ensure client satisfaction.

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 skills

Customer service

Microsoft Office

Multi-tasking

Team collaboration

Insurance terminology

Tools

Agency management systems

Job description

Alera Group is seeking a Client Service Coordinator to join the Employee Benefits team in a hybrid role. You will support client accounts with document collection, enrollment, and routine service requests, while maintaining strong relationships and ensuring accurate records.

The position emphasizes client service, efficiency, and collaboration with carriers and internal teams to deliver timely benefits solutions and ensure client satisfaction.