Client Relationship Specialist

Client Relationship Specialist– Medicare
Location: Hybrid (flexible) | McMurray, Pennsylvania

At Alera Group, our Medicare and Individual Health teams help individuals and seniors navigate coverage decisions with clarity and confidence. We’re seeking a Medicare Advisor & Client Relationship Specialist who will support an established Medicare Consultant while developing the client relationships, renewal knowledge, and business development capabilities needed to eventually manage and grow a Medicare book of business. 

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 blends Medicare client service, enrollment and renewal support, along with the opportunity of producer development. The individual will work during AEP and throughout the year to support existing clients, assist with proactive outreach and meeting preparation, participate in new business appointments, and assume greater responsibility for new business production over time. 

• Meaningful Impact: Help clients and employees navigate 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

What You’ll Do / Your Impact 

Client Partnership & Service Excellence 

• Serve as a trusted point of contact for Medicare clients, providing responsive, professional service and support 
• Assist clients with Medicare questions, enrollment support, coverage changes, billing questions, claims issues, and carrier-related service needs 
• Maintain accurate prospect and client information in CRM and customer database systems 
• Support proactive client outreach, including renewal reminders, AEP communications, and plan review follow-up 
• Strengthen client relationships through consistent communication, service follow-through, and relationship-building activities 

Enrollment, Renewal & Administrative Support 

• Support renewal and enrollment activities for individual and senior insurance clients, especially during Annual Enrollment Period (AEP) 
• Assist with preparing Medicare, life, health, and related insurance quotes for new and existing clients 
• Manage submission of new applications, enrollment forms, policy updates, customer record maintenance, and carrier documentation 
• Coordinate with carriers and providers to monitor application status, resolve issues, and confirm appropriate changes have been completed 
• Prepare materials and meeting documentation for client reviews, renewal discussions, and enrollment appointments 

Sales, Growth of Book  

• Participate in new business appointments alongside an experienced Medicare Consultant to learn client consultation, sales, and enrollment practices 
• Develop the ability to conduct Medicare consultations and new business appointments independently over time 
• Identify and assist in developing cross-selling and referral opportunities across appropriate Alera Group products and services 
• Actively pursue new opportunities and contribute to long-term growth of the Medicare book of business 
• Build the skills and confidence needed to transition into a producer role and eventually assume responsibility for client relationships and book management 

What You Bring 

Required 

• Active Life & Health State insurance license (with ability to obtain any required resident or non-resident licenses) 
• Current AHIP and/or Medicare carrier certifications, or ability to complete required Medicare certifications before advising on applicable products 
• Minimum of 3 years of experience in Medicare, individual health insurance, senior insurance, client service, financial services, or a related client-facing role 
• Strong ability to navigate technology and learn new systems (i.e. CRM, web-based logins and Agency Management Systems) 
• Strong verbal and written communication skills with the ability to communicate effectively with clients, carriers, producers, and internal team members 
• Professional demeanor with ability to maintain confidential information 
• Ability to thrive in a fast-paced, constantly changing environment 
• Strong attention to detail, organization, follow-up, and documentation habits 

Preferred 

• Prior experience working directly with Medicare Advantage, Medicare Supplement, Prescription Drug Plans, and/or senior insurance products 
• Experience supporting renewals, enrollment meetings, and client coverage reviews 
• Experience conducting client consultations, prospect meetings, or insurance sales conversations 
• Interest in moving into a producer or sales role over time 
• Comfort with prospecting, networking, referrals, and new business development 

Core Competencies 

• Client-first service mindset with strong follow-through 
• Consultative communication and relationship-building skills 
• Detail-oriented planning, documentation, and issue resolution 
• Self-motivated, coachable, and willing to learn from an experienced Medicare professional 
• Sales curiosity and willingness to actively pursue new opportunities 
• Adaptability in a high-growth, evolving business environment 

Compensation: 
Salary range: $60,000.00 to 75,000.00 per year (depending on experience)
Eligible for performance-based incentive bonus or commission: Yes

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 Onsite in McMurray, Pennsylvania

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. 

• Required Medicare/AHIP and carrier product certifications 

• Ability to obtain required licensure within 90 days of hire, where applicable (reciprocity) 

• 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. 

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What You Bring 

Required 

• Active Life & Health State insurance license (with ability to obtain any required resident or non-resident licenses) 
• Current AHIP and/or Medicare carrier certifications, or ability to complete required Medicare certifications before advising on applicable products 
• Minimum of 3 years of experience in Medicare, individual health insurance, senior insurance, client service, financial services, or a related client-facing role 
• Strong ability to navigate technology and learn new systems (i.e. CRM, web-based logins and Agency Management Systems) 
• Strong verbal and written communication skills with the ability to communicate effectively with clients, carriers, producers, and internal team members 
• Professional demeanor with ability to maintain confidential information 
• Ability to thrive in a fast-paced, constantly changing environment 
• Strong attention to detail, organization, follow-up, and documentation habits 

Preferred 

• Prior experience working directly with Medicare Advantage, Medicare Supplement, Prescription Drug Plans, and/or senior insurance products 
• Experience supporting renewals, enrollment meetings, and client coverage reviews 
• Experience conducting client consultations, prospect meetings, or insurance sales conversations 
• Interest in moving into a producer or sales role over time 
• Comfort with prospecting, networking, referrals, and new business development 

Core Competencies 

• Client-first service mindset with strong follow-through 
• Consultative communication and relationship-building skills 
• Detail-oriented planning, documentation, and issue resolution 
• Self-motivated, coachable, and willing to learn from an experienced Medicare professional 
• Sales curiosity and willingness to actively pursue new opportunities 
• Adaptability in a high-growth, evolving business environment 

Salary : $60,000 - $75,000