The primary purpose of this position is to partner with assigned Benefits Consultants and Account Executives to deliver exceptional client experience for their assigned book of clients. This purpose is achieved by following the Alera Group Way fundamentals, using Alera Group technology systems, and by developing relationships with internal and external clients and business associates. This position requires a very careful adherence to well-defined work where repeatable results are needed. The wo... more details
OVERVIEW The primary purpose of this position is to partner with assigned Benefits Consultants and Account Executives to deliver exceptional client experience for their assigned book of clients. This purpose is achieved by following the Alera Group Way fundamentals, using Alera Group technology systems, and by developing relationships with internal and external clients and business associates. This position requires a very careful adherence to well-defined work where repeatable results are needed. The work is highly precise in nature and requires a very strong attention to detail. It is vital for the work output to be of very high quality, with correct results, repeatedly. Checking and double-checking are often necessary; individuals performing the job must be patient and conscientious. Both the content and the presentation are important; all work must be highly polished. There is little ambiguity in this job. This clarity will come either from the company's management, or from established professional disciplines and processes. The established procedures and processes must be followed very closely. Much of the work can be accomplished by working at a steady, even pace. There is much consistency and familiarity from one day to the next. It is generally feasible to plan large blocks of work ahead of time. When work duties do change, there is ample foresight and time to prepare. The work is best accomplished working as an individual, without a great dependence on other people for results. The work is helpful in nature, providing support and/or service to others in a team environment. Interacting with customers requires a professional, formal manner where the focus is on completing the task pleasantly and correctly. RESPONSIBILITIES Diagnose and resolve client issues related to claims, billing, and eligibility. Partner with Account Manager(s) to complete Alera Group service model for clients. This includes: Requesting/Downloading renewals and saving in Brokerage Builder Coordinating marketing of benefits with medical and ancillary carriers. Updating client and plan information in Brokerage Builder, including gathering policies, billing statements, etc. from carriers for the files. Coordinating completion of compliance documents such as plan documents, Section 125 documents, etc. Document all activities in Brokerage Builder Other duties, as necessary. QUALIFICATIONS Associate degree or equivalent industry experience Health and Life License Knowledge of group product lines, or the ability to obtain required knowledge within 3 to 6 months of accepting position Client service experience, preferably in the area of employee benefits Intermediate to Advanced knowledge of Microsoft Office programs: Excel, Word, Power Point Excellent oral and written communication skills are necessary Ability to effectively manage competing priorities and maintain a high degree of confidentiality. Must be able to work independently and within a team environment BENEFITS 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. If you're a California resident, please read the California Consumer Privacy Act prior to applying. #LI-AM1 #LI-Hybrid
