Account Coordinator

OVERVIEW

Propel, an Alera Group company, is looking for an Account Coordinator to join our Employee Benefits team. 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.

• Support and collaborate with the Service Team on assigned clients throughout the renewal process and lifecycle for each client
• Develop and demonstrate a working knowledge of the client lifecycle across small, mid and large market segments to better support the team
• Follow workflows, best practices and team processes as outlined by regional and national teams
• Maintain the agency management system and other systems/platforms as needed
• Prepare and develop employee and client communication materials, including but not limited to benefit guides, presentations and other client deliverables
• Prepare and oversee compliance related documents and systems
• Stay current on industry legislative and compliance requirements, including but not limited to COBRA, HIPAA, ERISA, etc.
• Track and retain client documentation within document management system

• Bachelor’s degree preferred; high school diploma required
• 1 - 3 years of administrative or office experience
• Basic proficiency in Microsoft Office including Outlook, Excel, PowerPoint and Word
• Ability to handle confidential information
• Strong attention to detail and organizational skills
• Ability to work independently and in a team environment
• Excellent verbal and writing communication
• Process driven with the ability to follow established workflows/checklists
• Strong time management skills and ability to manage multiple tasks
• Eager to learn new concepts and grow professionally

This job is expected to be performed on-site in the office.

Alera Group offers comprehensive benefits to our colleagues, including medical, dental, life and disability insurance, 401k, generous paid time off and much more.

Salary range is $40,000.00 to $55,000.00 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.

In-Office