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Customer Services Representative

Assist Client Service Representatives and Account Managers with renewal, marketing, open enrollment, implementation, and ongoing administration of employee benefit plans, including audits and documentation review. Manage client accounts within the minimum-threshold segment while supporting third-party processes, escalated eligibility transactions, and maintaining accurate departmental templates and records.

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OVERVIEW Alera Group is looking for a Temp, Employee Benefits Client Service Specialist. We are seeking highly motivated colleagues who bring experience and enthusiasm to our team - joining us may be the perfect fit for you! Alera Group was founded in 2017 and has grown to become the 14th largest broker of US business. 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 nationwide, our commitment to collaboration allows us to offer national resources combined with local service. RESPONSIBILITIES <ul><li>Assist Client Service Representatives and Account Managers with renewal, marketing, open enrollment, implementation, and ongoing administration of employee benefit plans, including audits and documentation review </li><li>Manage client accounts within the minimum-threshold segment while supporting third-party processes, escalated eligibility transactions, and maintaining accurate departmental templates and records </li><li>Collaborate with internal and external partners, follow established procedures and carrier guidelines, and complete assigned work in alignment with departmental goals and service standards </li></ul>QUALIFICATIONS <ul><li>Bachelor's degree (or equivalent experience). Licensing is not required for the temporary assignment, but if hired permanently, the candidate must obtain a NYS Life, Accident & Health Broker's license within six months of employment. </li><li>One year of related experience in benefits, insurance, or administrative support, with strong organizational skills and the ability to prioritize and meet performance goals </li><li>Strong communication skills, attention to detail, and the ability to work cooperatively and positively with colleagues, clients, and external partners </li></ul>ADDITIONAL INFORMATION This role is currently a temporary, fully remote position. Please note that if the role were to convert to a permanent position in the future, it may require occasional in-office presence in the Upstate New York area. Candidates located within commuting distance of the office, or open to commuting if needed, are encouraged to apply. Alera Group offers comprehensive benefits to our permanent colleagues, including medical, dental, life and disability insurance, 401k, and generous paid time off. Temporary colleagues are not eligible for benefits unless offered a permanent role. Hourly range is $18 to $22 per year. 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. #LI-DP1 #LI-Onsite Location Type In-Office

Alera Group

Employee Benefits Client Service Specialist (Temporary)

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Broadbean

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Alera Group