Assistant Client Manager

OVERVIEW

Assistant Client Manager - Employee Benefits

Hybrid | Scottsdale - Chandler - Flagstaff, Arizona

At Alera Group, our Employee Benefits teams help organizations attract, retain, and engage their workforce through creative, compliant, and competitive benefits strategies. We're seeking a Employee Benefits Assistant Client Manager who will make a meaningful impact by delivering proactive client service, thoughtful benefits strategy, and a high-touch experience for both clients and employees.

About Alera Group

Founded in 2017, Alera Group has grown to become the 14th largest broker of U.S. business. We are passionate about our clients' success in Employee Benefits, Property & Casualty Insurance, Retirement Plan Services, and Wealth Services. With offices nationwide, our collaborative approach allows us to deliver national strength with local service.

The Assistant Client Manager will communicate with employer groups, insurance carriers, and other vendors regarding benefit set up, claim payment issues, eligibility questions, and billing. Work with the Client Manager as a liaison between carriers and vendors to coordinate and implement changes, renewals, and new business. May assist in the preparation for and with on-site enrollment meetings. Assist with the comparison details of proposals and sales documents required to develop Plan Documents, Summary Plan Descriptions, or Employee Benefit materials. Assist Client Manager with audits when requested, such as eligibility, carrier records, etc.

Why Alera Group

• Meaningful Impact: Help clients and employees navigate benefits programs that drive retention, engagement, and satisfaction

• Growth & Learning: Opportunities to deepen your expertise and gain exposure to a variety of clients and industries

• Collaborative Culture: Work in a team-oriented environment that values accountability, partnership, and the principles of The Collaborative Way

RESPONSIBILITIES

What You'll Do:

• Receives or initiates communication to the employer groups, insurance carriers and other vendors regardingclaims payment issues, eligibility/termination provisions, billing, contract inquiries and conformance with Plan Documents and legislation and general problem solving to provide quality service and efficient processing of information.
• Works with the Client Manager as a liaison between all carriers and vendors to coordinate and implementchanges, renewals, and new group business. Act as the point person in the same capacity for group andconsultant.
• May assist in preparation for and with on-site enrollment meetings at the group location as requested by Client Manager.
• Assist Client Manager with all duties related to establishing the set-up and onboarding of new groups and renewal of existing groups.
• Works with Client Manager to prepares and produce reports established or requested by groups followingestablished procedures.
• Maintain and update pertinent information in BCG internal systems, Customer Relations Management (CRM), ina timely fashion.
• Assist with audits, such as eligibility, carrier records, etc., when requested.
• Travel locally to client meetings and events as required.
• Perform other duties as assigned by Management.

QUALIFICATIONS

What You'll Bring:

• One to three years of group medical insurance experience involving functions related to plan administration or equivalent combination of education and insurance experience.
• One year of experience in an employee benefits consulting / broker office.
• Working knowledge of medical terminology, group medical insurance terminology, and regulatory requirements and restrictions.
• Experience with self-funded and fully insured large and small group plans.
• Ability to read and interpret contract documents and the ability to write routine reports and correspondence with assistance from a senior level member of the Client Services team.
• Proficient verbal and written communication skills as well as strong organizational and customer service skills.
• Proficient PC and data entry skills with experience in MS Word, Excel and Outlook. Basic mathematical aptitude

Education Requirements:

• Bachelor's Degree in Business or related field or the equivalent combination of education and experience.

ADDITIONAL INFORMATION

Benefits:

Alera Group offers comprehensive benefits including medical, dental, vision, life and disability coverage, 401(k), generous PTO, and more.

Work Model:

This role is Hybrid

Scottsdale - Chandler - Flagstaff, Arizona

Professional Development - Alera Group Academy

At Alera Group, growth isn't left to chance. Through Alera Group Academy, we provide structured development opportunities designed to help you expand your expertise and build a meaningful career.

You'll have access to:

• Role-specific learning paths

• Leadership development programs

• Technical and compliance training

• Industry certifications and continuing education support

• Peer learning and knowledge-sharing communities

Whether you're deepening technical expertise or preparing for leadership, we're invested in helping you grow.

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, or any other protected class.

Alera Group is committed to protecting your privacy. Please review our Privacy Policy to understand what personal information we may collect and use as part of your application process.

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Location Type

Hybrid - 2 or less days in office