Benefits Coordinator

Overview

Benefits Coordinator – Employee Benefits

Hybrid

At Alera Group, our Employee Benefits teams help organizations attract, retain, and engage their workforce through creative, compliant, and competitive benefits strategies. We’re seeking a Benefits Coordinator who will make a meaningful impact by delivering proactive client service, thoughtful benefits strategy, and a high-touch experience for both clients and employees.

About Alera Group

Alera Group was founded in 2017 and has grown to become the 14th largest broker of U.S. business. We are passionate about our clients’ success in the areas of Employee Benefits, Property and Casualty Insurance, and Financial Services. With a network of offices nationwide, our commitment to collaboration allows us to offer national resources combined with local service.

This role supports clients by ensuring benefits programs are administered accurately, aligned with strategic objectives, and compliant with all regulatory requirements. You’ll partner with internal teams and client contacts to deliver seamless execution, creative solutions, and a superior client experience.

Why Alera Group

• Meaningful Impact - Help clients and employees navigate benefits programs that drive retention, engagement, and satisfaction
• Growth & Learning - Opportunities to deepen your expertise and gain exposure to a variety of clients and industries
• Collaborative Culture - Work in a team-oriented environment that values accountability, partnership, and the principles of The Collaborative Way
  
  

Responsibilities

What You’ll Do / Your Impact

Client Engagement & Service Delivery

• Serve as a primary day‑to‑day contact for routine client service needs, coordinating activities with internal teams and external partners
• Build strong client relationships through professional communication via phone, email, and virtual or in‑person interactions
• Assist with client inquiries related to eligibility, billing, enrollments, and claims, escalating complex issues as appropriate
• Build employee benefit presentations and support open enrollment meetings as needed
  
  

Workflow Execution & Administration

• Coordinate service tasks across internal departments to ensure timely and accurate execution of client deliverables
• Support carrier submissions by gathering exposure data and program information for quoting, renewals, and marketing
• Maintain accuracy of client portals and manage client access as requested
  
  

Renewal & Marketing Support

• Assist with renewal workflows by gathering data, preparing documentation, and coordinating renewal activities
• Support communication with carriers, underwriters, and partners during renewal and marketing cycles
  
  

Systems, Documentation & Process Discipline

• Maintain accurate and complete documentation within agency management systems, including policies, correspondence, and activities
• Follow established workflows, service plans, and best practices to ensure consistent, high‑quality service delivery
• Support updates to client service plans and generate reports on service execution as needed
  
  

Team Collaboration & Professional Growth

• Work collaboratively across service teams to deliver a cohesive, enterprise‑wide client experience
• Participate in internal and external meetings, carrier sessions, and training opportunities
• Stay current on carrier products, benefits trends, and regulatory requirements
  
  

Qualifications

What You Bring

Required

• Life & Health insurance license or ability to obtain within required timeframe
• Strong customer service and relationship‑building skills
• Excellent organizational skills with strong attention to detail
• Ability to prioritize tasks and work independently in a fast‑paced environment
• Proficiency in Microsoft Word, Excel, and PowerPoint, including spreadsheet validation
  
  

Preferred

• Bachelor’s degree or equivalent relevant experience
• 2 years of experience in benefits administration, insurance brokerage, or carrier roles
• Working knowledge of medical, dental, vision, life, disability, and wellness benefit programs
• Understanding of the regulatory environment for employee benefits
  
  

Core Competencies

• Detail orientation and accuracy
• Accountability and follow‑through
• Collaborative mindset
• Client‑first thinking
• Proactive workflow management
• Commitment to confidentiality and data integrity
  
  

Additional Information

Compensation -

Salary range - $55,000 – $65,000 per year

Benefits -

Alera Group offers comprehensive benefits including medical, dental, vision, life and disability coverage, 401(k), generous PTO, and more.

Work Model -

This role is Hybrid

Professional Development – Alera Group Academy

At Alera Group, growth isn’t left to chance. Through Alera Group Academy, we provide structured development opportunities designed to help you expand your expertise and build a meaningful career.

You’ll have access to -

• Role-specific learning paths
• Leadership development programs
• Technical and compliance training
• Industry certifications and continuing education support
• Peer learning and knowledge-sharing communities
  
  

Whether you’re deepening technical expertise or preparing for leadership, we’re invested in helping you grow.

Licensure & Certifications (If Applicable)

This position may require -

• Active State Life & Health License or
• Ability to obtain required licensure within 6 months of hire
• Ongoing continuing education to maintain active status
  
  

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, or any other protected class.

Alera Group is committed to protecting your privacy. Please review our Privacy Policy to understand what personal information we may collect and use as part of your application process.

Location Type

Hybrid - 2 or less days in office