Client Service Coordinator

Client Service Coordinator – Employee Benefits

Location:

Hybrid
- Ft. Collins, CO

At Alera Group, our Employee Benefits team helps employers design, implement, and support programs that care for people and strengthen organizations. We’re seeking a Client Service Coordinator who will provide direct support in client relations and day-to-day service requests, ensuring a seamless client experience and operational accuracy.

Founded in 2017, Alera Group has grown to become the 14th largest broker of U.S. business. We serve clients across Employee Benefits, Property & Casualty Insurance, and Financial Services. With offices nationwide, we combine national strength with local service through a deeply collaborative approach.

This role will focus on supporting Individual health and Medicare clients through answering questions, supporting the enrollment process,

• 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.

• Serve as a primary point of contact for client service inquiries
• Respond to questions related to billing, claims, eligibility, enrollment, coverage, and carrier processes
• Assist clients with Medicare, Affordable Care Act, and supplemental insurance service needs
• Support new client onboarding and ongoing service activities
• Coordinate resolution of client issues with carriers, providers, and internal teams
• Ensure timely follow-up and communication with clients regarding service requests
• Collaborate with producers, leadership, carriers, and internal support teams to deliver a positive client experience

• Maintain accurate client files, records, and documentation within agency systems
• Update and manage client information within CRM and carrier platforms
• Track service requests and ensure timely resolution
• Prepare reports, client correspondence, enrollment materials, and other administrative materials as needed
• Follow established compliance, privacy, and documentation standards
• Maintain knowledge of carrier requirements and enrollment procedures
• Monitor enrollment status and follow up on outstanding items to ensure completion

• Support annual enrollment period, open enrollment period, and ACA renewal activities
• Support preparation and distribution of enrollment materials and client communications
• Contribute to client satisfaction through responsive, accurate, and proactive service
• Support retention of existing clients through strong follow-through and issue resolution
• Participate in team initiatives, projects, and process improvement efforts
• Share knowledge and best practices to improve service consistency and efficiency
• Participate in training and ongoing professional development opportunities

• Active Life and Health license or ability to obtain
• Ability to obtain and maintain Medicare carrier certifications
• Strong customer service and relationship-building skills
• Excellent verbal and written communication abilities
• Strong organizational and time-management skills
• Ability to manage multiple priorities in a fast-paced environment
• High level of attention to detail and follow-through
• Proficiency in Microsoft Office and CRM systems
• Demonstrated commitment to providing an exceptional client experience

• 1-3 years of customer service, administrative support, healthcare,…