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Client Service Representative

4 months ago

PITTSBURGH, United States Alera Group Full time

Alera Group Pittsburgh is seeking an Client Service Representative to join their Employee Benefits team.  

 

Are you looking to be part of a company where you have exciting opportunities to learn, grow and make a positive impact?

 

If that is what you’re looking for, this is your chance to be part of an amazing organization

 

Join a team where each employee is empowered to listen generously, speak straight, collaborate, and build each other up through mutual accountability and shared success.

 

Alera Group Pittsburgh is an independent, national insurance and financial services firm created through the merger of like-minded, high-performing, entrepreneurial firms across the United States. We are dedicated to understanding our clients' business needs, human resource objectives, financial goals, and long-term strategic plans. We strive to find new and innovative ways for employers to offer high quality, affordable benefits to their employees now and in the years to come.  

 

As a Client Service Representative you will partner with assigned Benefits Consultants and Account Executives to deliver exceptional client experience for their assigned book of clients. This purpose is achieved by following the Alera Group Way fundamentals, using Alera Group technology systems, and by developing relationships with internal and external clients and business associates.


  • Diagnose and resolve client issues related to claims, billing, and eligibility.
  • Partner with Account Manager(s) to complete Alera Group service model for clients. This includes:
  • Requesting/Downloading renewals and saving in Brokerage Builder.
  • Coordinating marketing of benefits with medical and ancillary carriers.
  • Updating client and plan information in Brokerage Builder, including gathering policies, billing statements, etc. from carriers for the files.
  • Coordinating completion of compliance documents such as plan documents, Section 125 documents, etc.
  • Document all activities in Brokerage Builder.
  • Other duties, as necessary.

  • Pennsylvania Life, Accident, and Health insurance license required (if not already licensed, employee will be required to become licensed within 90 days of employment).
  • 2-3 years of related industry experience.
  • Computer Skills: Strong understanding of Microsoft Office products; experience with Zywave a plus.
  • Excellent oral and written communication skills.
  • Strong organizational skills, attention to detail, and ability to successfully interact at all company levels while maintaining a high degree of confidentiality.

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-AM1#LI-HybridPandoLogic. Category:Customer Service, Keywords:Customer Service Representative, Location:PITTSBURGH, PA-15290