Client Relationship Specialist

OVERVIEW

Client Relationship Specialist– Medicare

Location:

Hybrid (flexible) | McMurray, Pennsylvania

At Alera Group, our Medicare and Individual Health teams help individuals and seniors navigate coverage decisions with clarity and confidence.

We’re seeking a Medicare Advisor & Client Relationship Specialist who will support an established Medicare Consultant while developing the client relationships, renewal knowledge, and business development capabilities needed to eventually manage and grow a Medicare book of business.

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.

This role blends Medicare client service, enrollment and renewal support, a long with the opportunity of producer development. The individual will work during AEP and throughout the year to support existing clients, assist with proactive outreach and meeting preparation, participate in new business appointments, and assume greater responsibility for new business production over time.

• Meaningful Impact: Help clients and employees navigate 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

What You’ll Do / Your Impact

Client Partnership & Service Excellence

• Serve as a trusted point of contact for Medicare clients, providing responsive, professional service and support
• Assist clients with Medicare questions, enrollment support, coverage changes, billing questions, claims issues, and carrier-related service needs
• Maintain accurate prospect and client information in CRM and customer database systems
• Support proactive client outreach, including renewal reminders, AEP communications, and plan review follow-up
• Strengthen client relationships through consistent communication, service follow-through, and relationship-building activities

Enrollment, Renewal & Administrative Support

• Support renewal and enrollment activities for individual and senior insurance clients, especially during Annual Enrollment Period (AEP)
• Assist with preparing Medicare, life, health, and related insurance quotes for new and existing clients
• Manage submission of new applications, enrollment forms, policy updates, customer record maintenance, and carrier documentation
• Coordinate with carriers and providers to monitor application status, resolve issues, and confirm appropriate changes have been completed
• Prepare materials and meeting documentation for client reviews, renewal discussions, and enrollment appointments

Sales, Growth of Book

• Participate in new business appointments alongside an experienced Medicare Consultant to learn client consultation, sales, and enrollment practices
• Develop the ability to conduct Medicare consultations and new business appointments independently over time
• Identify and assist in developing cross-selling and referral opportunities across appropriate Alera Group products and services
• Actively pursue new opportunities and contribute to long-term growth of the Medicare book of business
• Build the skills and confidence needed to transition into a producer role and eventually assume responsibility for client relationships and book management

What You Bring

Required

• Active Life & Health State insurance license (with ability to obtain any required resident or non-resident licenses)
• Current AHIP and/or Medicare carrier certifications, or ability to complete required Medicare certifications before advising on applicable products
• Minimum of 3 years of experience in Medicare, individual health insurance, senior insurance, client service, financial services, or a related client-facing role
• Strong ability to navigate technology and…