Client Success Associate

Overview

Alera Group is looking for a Client Success Associate in our Small Group ACA market. We are seeking highly motivated colleagues who bring experience and enthusiasm to our team - joining us may be the perfect fit for you! This position could be located hybrid out of our Chicago, Downer's Grove, Deerfield or Denver area offices. Experience in Small Group ACA is highly preferred.

Alera Group was founded in 2017 and has grown to become the 15th largest broker of US business. We are passionate about our clients’ success in the areas of Employee Benefits, Property and Casualty Insurance, Retirement Plan Services, and Wealth Services. With a network of offices nationwide, our commitment to collaboration allows us to offer national resources combined with local service.

Responsibilities

The Client Success Associate coordinates the services of employee benefits for clients and works collaboratively with internal and external teams to ensure a best-in-class experience.

This position is client-facing and leverages competencies and intermediate knowledge of benefits insurance services, HR administrative functions and plan design to best service GCG clients.

This person must excel in providing client focused service to existing clients while working collaboratively with producers and all internal teams supporting client services.

• Serve as the primary point of contact for the clients ongoing service delivery through coordination with all internal and external resources supporting the client
• Build personalized client relationships through demonstrated ownership of the service plan and multiple channels of communication such as phone, email and in-person meetings
• Create proposals which provide a summary of programs and options, service plan and other specific deliverables designed to support clients in making decisions about insurance programs
• Analyze risk and coverage program structure and recommend options; execute coverage and program changes
• Evaluate coverage, terms and conditions of quotes received present coverage comparisons as requested to producer and participate in the client presentation as appropriate
• May lead open enrollment meetings to present coverages and benefits to client’s workforce
• Collaborate with the service team to manage and oversee new business and renewal processes by following workflow procedures and best practices
• Create submissions for underwriters by engaging with clients and prospective clients on their exposures, coverages, and program needs, assembling into submission package following best practices
• Communicate with underwriters on submissions and negotiate premium, coverage, and other terms on behalf of clients
• Ensure accurate maintenance of complete client files including the clear documentation of account detail in agency management systems, including policy information, activities, attachments, and correspondence
• Develop and maintain positive working relationships with insurance carriers, attend meetings and events as appropriate and proactively learn about their products and underwriting approaches
• Advocate for each unique client
• Oversee the accuracy and display of information in client portals; consult with and enact client decisions regarding access to portal by their staff
• Work with internal departments and teams to ensure cohesiveness and timeliness of service execution, and create report of service plan execution
• Take an enterprise-wide approach to client service by collaborating with other service teams to create a cohesive client service experience
• Remain current on forms, coverage insurance carriers, industry trends and legislation
  
  

Qualifications

• Undergraduate college degree preferred or equivalent work experience
• Life and Health Insurance State License - required
• Minimum 2 years insurance carrier, benefits administration, and/or insurance brokerage experience preferred.
• Intermediate to advanced knowledge of the following -
• HMO, PPO, HDHP for health plans
• Wellness programs, dental, life, short- and long-term disability
• Regulatory environment of employee benefit plans
• Ability to establish priorities, work independently and proceed with objectives with little or no supervision
• Computer skills with proficiency in Word, Excel and PowerPoint including strong proficiency in creating and verifying financial spreadsheets
• Strong relationship management skills and excellent customer service skills
• Highest integrity in as it pertains to confidentiality of client data
  
  

Additional Information

This job requires presence in the office on a hybrid schedule as agreed with the manager.

Alera Group offers comprehensive benefits to our colleagues, including medical, dental, life and disability insurance, 401k, generous paid time off and much more.

Salary range is $55K to $65K per year.

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.

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