Client Relations Coordinator Hybrid

1 month ago

Deerfield, United States Alera Group Full time
Job Description

 

Alera Group Midwest is looking for a Client Relations Coordinator to join our Employee Benefits team.  Office Locations:

  • Deerfield, IL
  • Downers Grove, IL

We are seeking highly motivated colleagues who bring experience and enthusiasm to our team – joining us may be the perfect fit for you

 

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.

 

The Client Relations Coordinator is responsible for the day-to-day administrative support of professional employee benefits administration across a wide array of employee benefits clients. This position provides exceptional service with an attention to detail, sense of urgency and excellent communication skills.

 


Serve as a day-to-day support for clients and their employees with questions and issues regarding various employee benefit programs including eligibility, claims and other benefits related service requests:

  • Provide helpful, timely, and accurate communication in response to requests with a demonstrated sense of urgency and commitment to delighting the client
  • Coordinate and manage all aspects of the placement and service of employee benefits for GCG clients
  • Facilitate and confirm accuracy of benefits eligibility processing with insurance carriers
  • Handle all in-force client service issues and processing of benefits administration requests
  • Ensure data integrity in agency management system
    • Create activities for all new requests and track until complete
    • Accurately document client service activity emails, phone calls and issue resolution
  • May be responsible for employee onboarding/offboarding:
    • Send out Welcome letter to newly approved client
    • Follow-up with new clients to ensure receipt of ID cards, certificates, administration kits, and client inquiries
    • Send out new hire and termination paperwork
  • Build internal and external client relationships through demonstrated ownership of the client requests
    • Create a positive client experience in all communications with external and internal clients
    • Advocate for each unique client

  • Bachelor’s degree preferred, but not required
  • Life and Health Insurance State License will be required
  • Customer service focus with excellent written and verbal communication skills
  • Knowledge of health and welfare employee benefits and ACA requirements
  • Ability to work with others at all levels both internally and externally in a professional manner
  • Ability to be highly organized & detail oriented in a fast-paced environment
  • Proficiency in MS Office Suite (Outlook and Excel proficiency required)
  • Experience with Zywave products such as BrokerageBuilder, preferred
  • Excellent written and verbal communication skills
  • Enjoys working in, and actively helps to support and cultivate, a collaborative team atmosphere
  • Ability to multi-task and shift priorities as necessary

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.

 

If you're a California resident, please read the California Consumer Privacy Act prior to applying. 

#LI-KB1

#LI-Hybrid

 

PandoLogic. Category:Customer Service, Keywords:Customer Advocate, Location:Deerfield, IL-60015

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