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Assistant Client Manager
Alera Group Fountain, AZ
$53k-69k (estimate)
Full Time | Insurance 10 Months Ago
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Alera Group is Hiring an Assistant Client Manager Near Fountain, AZ

Benefit Commerce Group, an Alera Group company, is seeking an Assistant Client Manager for a new employee benefits opportunity. As an Assistant Client Manager, your primary responsibility is to communicate with employer groups, insurance carriers, and other vendors regarding benefit set up, claim payment issues, eligibility questions, and billing. Work with the Client Manager as a liaison between carriers and vendors to coordinate and implement changes, renewals, and new business. May assist in the preparation for and with on-site enrollment meetings. Assist with the comparison details of proposals and sales documents required to develop Plan Documents, Summary Plan Descriptions, or Employee Benefit materials. Assist Client Manager with audits when requested, such as eligibility, carrier records, etc.

Job Description:

This job description in no way states or implies that these are the only duties to be performed by this employee. He or she will be required to follow any other instructions and to perform any other duties requested by his or her supervisor.

  • Receives or initiates communication to the employer groups, insurance carriers and other vendors regarding claims payment issues, eligibility/termination provisions, billing, contract inquiries and conformance with Plan Documents and legislation and general problem solving to provide quality service and efficient processing of information.
  • Works with the Client Manager as a liaison between all carriers and vendors to coordinate and implement changes, renewals, and new group business.Act as the point person in the same capacity for group and consultant.
  • May assist in preparation for and with on-site enrollment meetings at the group location as requested by Client Manager.
  • Assist with comparing details of proposals with sales documents required to develop Plan Documents or Summary Plan Descriptions and/or amendments to Employee Benefit Plans at the request of group or based upon legislative changes.
  • Assist Client Manager with all duties related to establishing the set-up and onboarding of new groups and renewal of existing groups.
  • Works with Client Manager to prepare and produce reports established or requested by groups following established procedures.
  • Maintain and update pertinent information in BCG internal systems, Customer Relations Management (CRM), in a timely fashion.
  • Assist with audits, such as eligibility, carrier records, etc., when requested.
  • Travel locally to client meetings and events as required.
  • Perform other duties as assigned by management.
  • To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skills and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
  • One to three years of group medical insurance experience involving functions related to plan administration or equivalent combination of education and insurance experience.
  • Working knowledge of medical terminology, group medical insurance terminology, and regulatory requirements and restrictions.
  • Experience with self-funded and fully insured large and small group plans.
  • Ability to read and interpret contract documents and the ability to write routine reports and correspondence with assistance from a senior level member of the Client Services team.
  • Proficient verbal and written communication skills as well as strong organizational and customer service skills.
  • Proficient PC and data entry skills with experience in MS Word, Excel and Outlook.
  • Basic mathematical aptitude.

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • Hands and arms: Picking, pinching, handling, feeling, reaching, and typing. Frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 50 pounds.
  • Speaking: Expressing or exchanging ideas by means of spoken word. Those activities in which require detailed or important spoken instructions must be conveyed to other workers accurately and quickly.
  • Hearing: Ability to receive detailed information through verbal communication with or without correction.
  • Vision: Ability to see and read computer screen and written documents and adjust focus with or without correction.
  • Repetitive Motion: Substantial movement (motions) of the wrist, hands and fingers.
  • Legs: Stand, walk, sit, stoop, kneel, and crouch.
Benefits:We offer comprehensive benefits to employees, including medical, dental, STD, LTD and life insurance, 401k, paid time off and much more.

We're an
equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.


The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Normal office environment with controlled temperature. The noise level in the work environment is usually moderate.


#LI-MM1

Job Summary

JOB TYPE

Full Time

INDUSTRY

Insurance

SALARY

$53k-69k (estimate)

POST DATE

07/21/2023

EXPIRATION DATE

05/22/2024

WEBSITE

aleragroup.com

HEADQUARTERS

DEERFIELD, IL

SIZE

1,000 - 3,000

FOUNDED

2017

TYPE

Private

CEO

ALAN LEVITZ

REVENUE

$200M - $500M

INDUSTRY

Insurance

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About Alera Group

Alera is an insurance brokerage firm that provides employee benefits, property, casualty insurance, risk and wealth management services.

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