Employee Benefits Client Success Associate

5 days ago


Saugus, Massachusetts, United States Alera Group Full time
Client Success Associate

Alera Group, a leading national insurance and financial services firm, is seeking a highly skilled Client Success Associate to join our Employee Benefits team. As a key member of our team, you will play a critical role in delivering exceptional client service and driving business growth.

Key Responsibilities:
  • Coordinate employee benefits services for clients, working collaboratively with internal and external teams to ensure a best-in-class experience.
  • Develop and maintain personalized client relationships through demonstrated ownership of the service plan and multiple channels of communication.
  • Create proposals that 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 producers, and participate in client presentations 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 clear documentation of account detail in agency management systems.
Requirements:
  • 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 HMO, PPO, HDHP for health plans, wellness programs, dental, life, short- and long-term disability, and 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 maintaining confidentiality of client data.
What We Offer:

We offer comprehensive benefits to employees, including medical, dental, STD, LTD, and life insurance, 401k, paid time off, and much more.

Alera Group is an equal opportunity employer, committed to diversity and inclusion. We welcome applications from all qualified candidates.



  • Saugus, Massachusetts, United States Alera Group Full time

    Client Success AssociateAlera Group, a leading independent insurance and financial services firm, is seeking a highly skilled Client Success Associate to join our Employee Benefits team.This is an exciting opportunity to work with a dynamic team and contribute to the success of our clients. As a Client Success Associate, you will be responsible for...


  • Saugus, Massachusetts, United States Alera Group Full time

    Job Title: Employee Benefits Client Success AssociateWe are seeking a highly skilled and motivated Employee Benefits Client Success Associate to join our team at Alera Group. As a key member of our Employee Benefits team, you will be responsible for coordinating the services of employee benefits for clients and working collaboratively with internal and...


  • Saugus, Massachusetts, United States Alera Group Full time

    Account Executive Employee BenefitsAlera Group, a leading provider of employee benefits solutions, is seeking an experienced Account Executive to join our team. As a key member of our Employee Benefits team, you will be responsible for developing and maintaining strong relationships with our clients, providing expert guidance on employee benefits strategies,...


  • Saugus, Massachusetts, United States Alera Group Full time

    Account Executive Employee Benefits Job DescriptionAlera Group, a leading national insurance and financial services firm, is seeking an experienced Account Executive to join our Employee Benefits team. As a key member of our team, you will be responsible for delivering exceptional client service and driving business growth through strategic account...


  • Saugus, Massachusetts, United States Alera Group Full time

    About the RoleAlera Group is seeking an experienced Account Executive to join our Employee Benefits team. As a key member of our team, you will be responsible for leading employee benefits accounts and providing exceptional service to our clients.Key ResponsibilitiesTake the lead on employee benefits accounts and provide multiple layers of support in...


  • Saugus, Massachusetts, United States Eastern Bank Full time

    Job SummaryWe are seeking a highly skilled Client Service Associate to join our team at Eastern Bank. As a key member of our client service team, you will be responsible for providing exceptional service to our clients, assisting with daily account servicing, and participating in department activities and projects.Key ResponsibilitiesAssist clients with...


  • Saugus, Massachusetts, United States Eastern Bank Full time

    Job SummaryEastern Bank is seeking a highly skilled Client Service Associate to assist designated Relationship Managers in daily servicing of client accounts. The ideal candidate will possess excellent client service skills, strong analytical and decision-making abilities, and the ability to prioritize and juggle multiple tasks.Key ResponsibilitiesAssist...


  • Saugus, Massachusetts, United States Alera Group Full time

    Account Manager - Employee Benefits (Key Accounts)Alera Group Midwest, formerly GCG Financial LLC, is seeking an experienced Account Manager - Employee Benefits (Key Accounts) to join our Employee Benefits team.We are a dynamic organization that empowers our employees to listen generously, speak straight, collaborate, and build each other up through mutual...

  • Commissions Associate

    3 weeks ago


    Saugus, Massachusetts, United States Alera Group Full time

    Job OpportunityAlera Group is seeking a highly motivated and experienced Commissions Associate to join our Wealth Services, Insurance, and Retirement Plan Services divisions.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...


  • Saugus, Massachusetts, United States Alera Group Full time

    Commissions Associate Job DescriptionAlera Group is seeking a highly motivated Commissions Associate to join our Wealth Services, Insurance, and Retirement Plan Services divisions. As a key member of our team, you will be responsible for supporting the growth and success of our clients in the areas of Employee Benefits, Property and Casualty Insurance,...


  • Saugus, Massachusetts, United States Eastern Bank Full time

    About UsWe're proud to offer a supportive work environment that fosters growth and development. Our inclusive culture values individuality and encourages employees to reach their full potential.Our comprehensive compensation plans and Total Rewards program include medical, dental, vision, life, and disability insurance, retirement, vacation, and tuition...


  • Saugus, Massachusetts, United States Alera Group Full time

    Account Manager - Employee BenefitsAlera Group, a leading insurance and financial services firm, is seeking a skilled Account Manager - Employee Benefits to join our team.About the Role:We are looking for a detail-oriented and organized individual to coordinate the placement and service of employee benefits for our clients. As an Account Manager - Employee...


  • Saugus, Massachusetts, United States Alera Group Full time

    Account Manager - Employee Benefits (Key Accounts)Alera Group, a leading broker of US business, is seeking an experienced Account Manager to join our Employee Benefits team. As a key member of our team, you will be responsible for coordinating the placement and service of employee benefits for our clients.Key Responsibilities:Work closely with advisors and...


  • Saugus, Massachusetts, United States Tricoci Salon | Spa Full time

    Job Title: Client Experience SpecialistAt Tricoci Salon & Spa, we're seeking a highly skilled and customer-focused Client Experience Specialist to join our team. As a key member of our front-of-house team, you will be responsible for delivering exceptional customer service, ensuring a seamless and memorable experience for our clients.Key...


  • Saugus, Massachusetts, United States Tricoci Salon | Spa Full time

    Job Title: Client Experience SpecialistAt Tricoci Salon & Spa, we're committed to delivering exceptional client experiences. As a Client Experience Specialist, you'll be the first point of contact for our clients, creating a warm and welcoming atmosphere from the moment they walk through our doors.Key Responsibilities:Offer personalized care and attention to...

  • Sales Associate

    4 weeks ago


    Saugus, Massachusetts, United States Elements Massage Full time

    Unlock Your Potential as a Retail Sales AssociateAre you passionate about delivering exceptional customer service and building strong relationships with clients? Do you have a knack for sales and a drive to succeed? We're seeking a talented Retail Sales Associate to join our team at Elements Massage!About the RoleAs a Retail Sales Associate, you will be...

  • Senior Tax Associate

    4 weeks ago


    Saugus, Massachusetts, United States Jobot Full time

    About the RoleWe are seeking a highly skilled and motivated Senior Tax Associate to join our team. As a Senior Tax Associate, you will be responsible for preparing and reviewing individual, partnership, corporate, and fiduciary tax returns, including consolidated and multi-state entities.Key ResponsibilitiesPrepare and review tax returns, including...


  • Saugus, Massachusetts, United States Spartan Placements, LLC Full time

    Job OverviewSpartan Placements, LLC is seeking a highly skilled and experienced Audit Senior Associate to join our team. As a key member of our audit team, you will be responsible for conducting audits, reviewing financial statements, and providing recommendations for improvement.Key Responsibilities:Conduct audits and reviews of financial statements to...


  • Saugus, Massachusetts, United States Alera Group Full time

    Commissions Associate Job DescriptionAlera Group is seeking a highly motivated Commissions Associate to join our Wealth Services, Insurance, and Retirement Plan Services divisions. As a key member of our team, you will play a crucial role in supporting the success of our Financial Advisors.Key Responsibilities:Troubleshoot and research compensation inquiries...


  • Saugus, Massachusetts, United States Alera Group Full time

    Job Title: Property and Casualty Client Service RepresentativeAlera Group Midwest, a leading insurance company, is seeking a highly skilled Client Service Representative to join their Property and Casualty team. As a key member of the team, you will be responsible for providing exceptional day-to-day client service, anticipating client needs, and responding...