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Skills
Alliance/Partner Managementunmatched
Analysis Skillsunmatched
Auditingunmatched
Automationunmatched
Best Practicesunmatched
Billingunmatched
Brokerageunmatched
Business Supportunmatched
Capacity Managementunmatched
Coachingunmatched
Compensation and Benefitsunmatched
Continuous Improvementunmatched
Cross-Functionalunmatched
Customer Experienceunmatched
Customer Relationsunmatched
Customer Relationship Management (CRM)unmatched
Customer Retention/Renewalunmatched
Customer Support/Serviceunmatched
Data Qualityunmatched
Financeunmatched
HRIS/HRMSunmatched
Identify Issuesunmatched
Intrusion Detection Systemsunmatched
Leadershipunmatched
Marketingunmatched
Mentoringunmatched
Onboardingunmatched
Operational Strategyunmatched
Operations Processesunmatched
Performance Analysisunmatched
Performance Metricsunmatched
Problem Solving Skillsunmatched
Process Improvementunmatched
Profit & Lossunmatched
Reconciliationunmatched
Regulatory Complianceunmatched
Regulatory Requirementsunmatched
Salesunmatched
Standard Operating Procedures (SOP)unmatched
Strategic Planningunmatched
Supplier Relationship Management (SRM)unmatched
Systems Administration/Managementunmatched
Team Playerunmatched
Technical Leadershipunmatched
Trend Analysisunmatched
Vendor/Supplier Relationsunmatched
Workforce Planningunmatched
Description
OVERVIEW
About Alera Group Alera Group was founded in 2017 and has grown to become the 14th largest broker of U.S. business. We are passionate about our clients' success in the areas of Employee Benefits, Property and Casualty Insurance, and Financial Services. With a network of offices nationwide, our commitment to collaboration allows us to offer national resources combined with local service. Why Alera Group
Make an Impact: Your work supports businesses and individuals in protecting what matters most.
Grow With Us: We invest in development, mentorship, and long-term career growth.
The Collaborative Way: We believe in accountability, teamwork, and shared success across all offices and lines of business.
National Strength. Local Heart: Scale, resources, and expertise - with relationships that feel personal.
RESPONSIBILITIES
The Associate Director, Enhanced Services is responsible for leading a high-performing team focused on Billing Reconciliation, Dependent Verification, and Tier 1 Support Services. This role ensures operational excellence, compliance, and a seamless client experience across all Enhanced Services. The Associate Director drives strategic initiatives, process improvements, and service optimizations while aligning department goals with the broader objectives of the COE. Additionally, this role serves as the primary liaison between internal stakeholders and external vendors (Tabulera & DependentsAudit), advocating for system enhancements and service improvements.
Key Responsibilities
Provide strategic leadership and operational oversight to drive service excellence, client retention, process optimization, and regulatory compliance
Set and execute department goals aligned with company objectives; maintain full accountability for performance, efficiency, and innovation
Develop and mentor leaders, fostering professional growth, engagement, and retention through structured leadership practices (15Five, L10s, Rocks, IDS, quarterly conversations)
Oversee capacity planning and workforce optimization to ensure balanced workloads and a high-performing team
Drive exceptional client experience and retention through coaching, feedback analysis, and continuous service improvement
Serve as final escalation point for departmental issues, identifying trends and implementing preventative solutions
Establish a culture of accountability across all client-facing processes and service standards
Lead technology, process optimization, and compliance initiatives, including onboarding, renewals, and ongoing administration
Ensure accurate system configuration and data integrity across CRM, Trainual, and related platforms
Maintain and update SOPs, best practices, and training materials to reflect evolving processes and regulatory requirements
Align departmental initiatives with company growth objectives, driving revenue, operational efficiency, and service scalability
Partner cross-functionally with Sales, Marketing, Finance, and Leadership to support positioning, profitability, and resource planning
Identify opportunities for service expansion and process efficiency to strengthen competitive advantage
Implement KPI tracking, performance reporting, and continuous improvement initiatives using data-driven insights
Streamline workflows and lead automation efforts to enhance operational effectiveness
Conduct audits, analyze trends, and execute improvement strategies
Manage vendor and partner relationships, ensuring alignment, platform improvements, and issue resolution
Advocate for technology enhancements that improve client experience and internal operations
QUALIFICATIONS
Qualifications
Bachelor's degree in Business, Human Resources, Information Systems, or a related field preferred
5+ years of experience in benefits administration, HR technology, or a related field; leadership experience strongly preferred
Subject matter expertise in Tabulera (Billing Reconciliation) and DependentsAudit (Dependent Verification) platforms