Employee Benefits Client Success Associate
3 days ago
Alera 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 coordinating the services of employee benefits for clients and working collaboratively with internal and external teams to ensure a best-in-class experience.
Key Responsibilities:- Coordinate client services and work collaboratively with internal and external teams to ensure a best-in-class experience.
- Build 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 and present coverage comparisons as requested to producers 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 clear documentation of account detail in agency management systems.
- 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.
- 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.
Alera Group offers a comprehensive benefits package, including medical, dental, STD, LTD, and life insurance, 401(k), paid time off, and more. We are an equal opportunity employer and welcome applications from diverse candidates. If you're a California resident, please read the California Consumer Privacy Act prior to applying.
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