Health & Medicare Client Services Coordinator (Hybrid)

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

Benefits offered by this job

Medical

Dental

Vision

Life insurance

Disability coverage

401(k)

PTO

Job summary

Alera Group in Fort Collins is seeking a Client Service Coordinator for Employee Benefits. You will support client relations, answer billing and enrollment questions, and assist with Medicare/ACA service needs within a hybrid environment.

You will onboard new clients, coordinate with carriers and internal teams, and maintain accurate records in CRM systems while ensuring compliance and timely follow-up. This role emphasizes service excellence, organization, and proactive communication.

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 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
• 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
• Support annual enrollment period, open enrollment period, and ACA renewal activities
• Support preparation and distribution of enrollment materials and client communications
• Contribute to client satisfaction through responsive, accurate, and proactive service
• Support retention of existing clients through strong follow-through and issue resolution
• Participate in team initiatives, projects, and process improvement efforts
• Share knowledge and best practices to improve service consistency and efficiency
• Participate in training and ongoing professional development opportunities

Skills

Customer service

Relationship-building

Communication

Time management

Detail-oriented

Organization

Multitasking

Problem solving

Teamwork

Tools

CRM systems

Microsoft Office

Job description

Alera Group in Fort Collins is seeking a Client Service Coordinator for Employee Benefits. You will support client relations, answer billing and enrollment questions, and assist with Medicare/ACA service needs within a hybrid environment.

You will onboard new clients, coordinate with carriers and internal teams, and maintain accurate records in CRM systems while ensuring compliance and timely follow-up. This role emphasizes service excellence, organization, and proactive communication.