Benefit Coordinator - Small Group

Alera Group is one of the largest independent insurance and financial services firms in the United States. They are seeking a Benefits Coordinator to support client service excellence and operational accuracy within their Employee Benefits team. The role involves servicing employee benefits for clients, coordinating open enrollment activities, and contributing to a collaborative team environment.

Responsibilities

• Own all aspects of servicing employee benefits for assigned Alera Group clients
• Assist in the renewal and marketing process, including -Gathering information from vendors and clients
• Preparing RFPs and coordinating with involved parties
• Preparing proposals for client presentations
• Successfully onboard new clients and new lines of coverage, managing the process end-to-end
• Enter and maintain client information in the Agency Management System
• Report and monitor activities and key processes to ensure accurate communication with stakeholders
• Coordinate open enrollment activities, including preparing presentations and client deliverables
• Maintain documentation within agency management platforms (e.g., Brokerage Builder preferred)
• Ensure compliance, data accuracy, and timely execution of deliverables
• Support audits, reporting, and project-based work as needed
• Assist in identifying process improvements or efficiencies that enhance client delivery
• Contribute to a collaborative, team-oriented culture

Skills

• Ability to obtain a State Life & Health Insurance License (required)
• Proficiency in Microsoft Outlook and Excel
• Excellent written and verbal communication skills
• Highly organized, detail‑oriented, and able to manage multiple priorities independently
• Strong customer service and relationship‑management skills
• Undergraduate degree
• Experience with Zywave products
• Maintain documentation within agency management platforms (e.g., Brokerage Builder preferred)

Benefits

• Medical
• Dental
• Vision
• Life and disability coverage
• 401(k)
• Generous PTO
• Role-specific learning paths
• Leadership development programs
• Technical and compliance training
• Industry certifications and continuing education support
• Peer learning and knowledge-sharing communities

Company Overview