Client Success Associate Employee Benefits HYBRID

$50,003 - $60,008/Yr

Alera Group - Greenwood Village, CO

Full-time - Mid Level

Greenwood Village, CO

Insurance Carriers and Related Activities

About the position

The Client Success Associate at Alera Group is responsible for coordinating employee benefits services for clients, ensuring a best-in-class experience through collaboration with internal and external teams. This client-facing role requires intermediate knowledge of benefits insurance services and HR administrative functions, focusing on delivering exceptional client service and building strong relationships.

Responsibilities

• Collaborate with producers and service team to plan, execute, and track client services and deliverables.
• Serve as the primary point of contact for clients' ongoing service delivery.
• Build personalized client relationships through effective communication channels.
• Create proposals summarizing programs and options for clients.
• Analyze risk and coverage program structure, recommending options and executing changes.
• Evaluate coverage terms and present comparisons to producers and clients.
• Lead open enrollment meetings to present coverages and benefits.
• Manage and oversee new business and renewal processes with the service team.
• Create submissions for underwriters by engaging with clients on their needs.
• Communicate with underwriters to negotiate premium and coverage terms.
• Ensure accurate maintenance of complete client files in agency management systems.
• Develop and maintain positive relationships with insurance carriers.
• Oversee the accuracy of information in client portals and consult on access decisions.
• Work with internal teams to ensure cohesive service execution and reporting.
• Collaborate with other service teams for a cohesive client service experience.
• Stay current on industry trends and legislation.

Requirements

• Undergraduate college degree preferred or equivalent work experience.
• Life and Health Insurance State License required.
• Minimum 2 years of experience in insurance carrier, benefits administration, or insurance brokerage preferred.
• Intermediate to advanced knowledge of HMO, PPO, HDHP health plans, wellness programs, and regulatory environment of employee benefit plans.
• Ability to establish priorities and work independently with minimal supervision.
• Proficiency in Microsoft Word, Excel, and PowerPoint, including strong skills in creating financial spreadsheets.
• Strong relationship management and customer service skills.
• High integrity regarding confidentiality of client data.

Benefits

• Disability insurance
• Health insurance
• Dental insurance
• 401(k)
• Paid time off
• Life insurance