Client Services Coordinator (CSC)

Client Services Coordinator Employee BenefitsHybrid | Scottsdale, Chandler - ArizonaAt Alera Group, our Employee Benefits teams help organizations attract, retain, and engage their workforce through creative, compliant, and competitive benefits strategies. We're seeking a Client Service Coordinator who will make a meaningful impact by delivering proactive client service, thoughtful benefits strategy, and a high-touch experience for both clients and employees.About Alera Group Founded in 2017, Alera Group has grown to become the 14th largest broker of U.S. business. We are passionate about our clients' success in Employee Benefits, Property & Casualty Insurance, Retirement Plan Services, and Wealth Services. With offices nationwide, our collaborative approach allows us to deliver national strength with local service.The Client Service Coordinator (CSC) supports the Client Service team by managing high-volume, administrative, and process-driven service activities. This role is designed to improve efficiency, consistency, and scalability by specializing in defined areas of client service support while partnering closely with Client Managers and Assistant Client Managers.CSCs operate within a team-based model, with individual responsibilities aligned to specific focus areas while maintaining shared accountability for service delivery across the service team book of business.Why Alera GroupMeaningful Impact: Help clients and employees navigate benefits programs that drive retention, engagement, and satisfactionGrowth & Learning: Opportunities to deepen your expertise and gain exposure to a variety of clients and industriesCollaborative Culture: Work in a team-oriented environment that values accountability, partnership, and the principles of The Collaborative WayResponsibilitiesWhat You'll Do:Support day-to-day service operations for clientsManage standardized service requests and administrative tasksEnsure accurate documentation in CRM systems and shared file repositories (Egnyte)Adhere to service timelines, internal standards, and documentation requirementsCollaborate with Client Managers and Assistant Client Managers to resolve issues and escalate when appropriateMaintain strong attention to detail across repetitive, deadline-driven workParticipate in cross-training to ensure coverage and continuityAvailability to work in-office for print jobs or other special projects (as needed)Focus Areas & Specialized ResponsibilitiesEach CSC will be assigned a primary focus area, with responsibilities distributed to promote specialization, efficiency, and consistency. Focus areas may evolve over time based on business needs.Focus Area 1: Eligibility & Enrollment SupportProcess eligibility and enrollment changes (working with RSP)Manage general service and billing issue resolutionCreate eligibility spreadsheetsSupport Employee Navigator renewals/questionsFocus Area 2: Client Materials & DocumentationPrepare RFP packets and census documentationBuild and update benefit guides and generic enrollment formsRequest benefit summaries, policies, certificates of coverageEnsure accurate and timely filing of client documentation in EgnyteFocus Area 3: Compliance, CRM & ReportingMaintain CRM for client policies and plan dataCreate and distribute annual noticesCreate and distribute FECsPrepare compensation disclosuresComplete benchmark data entryQualificationsWhat You'll Bring:Proficient PC and data entry skills with experience in MS Word, Excel and Outlook.Database and PowerPoint skills are a plus.Proficient verbal and written communication skills as well as strong organizational and customer service skills.Basic mathematical aptitude.Excellent interpersonal and recordkeeping skills.Certification in customer service or similar would be advantageous.Exceptional ability in providing professional, efficient and friendly client service.Ability to coordinate with other departments, carriers, vendors to resolve issues.Education and Certifications REQUIRED:High school diploma1-2 years of experience in client services, sales, or similar rolesAdditional InformationBenefits: Alera Group offers comprehensive benefits including medical, dental, vision, life and disability coverage, 401(k), generous PTO, and more.Work Model:Compensation - Hourly $21-24 This role is HybridScottsdale, ChandlerProfessional Development Alera Group AcademyAt Alera Group, growth isn't left to chance. Through Alera Group Academy, we provide structured development opportunities designed to help you expand your expertise and build a meaningful career.You'll have access to:Role-specific learning pathsLeadership development programsTechnical and compliance trainingIndustry certifications and continuing education supportPeer learning and knowledge-sharing communitiesWhether you're deepening technical expertise or preparing for leadership, we're invested in helping you grow.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.Location TypeHybrid - 2 or less days in office