Account Coordinator

Overview:

Account Coordinator Employee Benefits

In-Office | San Antonio, Texas

At Alera Group, our Employee Benefits teams help organizations attract, retain, and engage their workforce through creative, compliant, and competitive benefits strategies. Were seeking an Account 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
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 supports clients by ensuring benefits programs are administered accurately, aligned with strategic objectives, and compliant with all regulatory requirements. Youll partner with internal teams and client contacts to deliver seamless execution, creative solutions, and a superior client experience.

Why Alera Group

• Meaningful Impact: Help clients and employees navigate benefits 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

Responsibilities:

What Youll Do / Your Impact

• Maintain and prioritize a task list on a regular basis as directed

• Provide support to local SRM office by completing and hoc administrative tasks as needed and directedLearn and support Client Service Cycle with oversight from experienced team members to ensure a seamless renewal process and retain the business
• Study and apply SRM resources, available tools, established work products and knowledge to maximize efficiency and effectiveness in client deliverables with oversight from experienced team members
• Establish positive relationships within the office
• Assist Client Service Manager with the preparation of RFPs, coordinate vendor responses, and support the development of client presentations
• Leverage team members to ensure timely delivery of requests for clients, vendors and internal partners
• Develop strong oral and written communication skills, demonstrated through the ability to effectively present in open enrollment meetings, participate in client calls and correspond viaemail
• Be innovative and dont be satisfied with the status quo! Generate new and practical ideas, always look to improve
• Complete training and professional development to gain understanding of the insurance industry
• Exemplify the highest ethical standards

Qualifications:

What You Bring

Required

• 02 years of experience in an administrative or support role, preferably in Benefits Administration or Human Resources

• Basic finance/economics understanding

• Life & Health License (or obtained within first 90 days of employment)

• Excellent communication and collaboration skills

Core Competencies

• Attention to detail and organizational skills to manage multiple initiatives

• Problem-solving and critical thinking to navigate complex benefits issues

• Ability to operate in a fast-paced environment and manage client expectations

• Collaborative mindset to work with cross-functional teams

Additional Information:

Benefits:
Alera Group offers comprehensive benefits including medical, dental, vision, life and disability coverage, 401(k), generous PTO, and more.

Work Model:
This role is In-Office

Professional Development Alera Group Academy

At Alera Group, growth isnt left to chance. Through Alera Group Academy, we provide structured development opportunities designed to help you expand your expertise and build a meaningful career.

Youll have access to:

• Role-specific learning paths

• Leadership development programs

• Technical and compliance training

• Industry certifications and continuing education support

• Peer learning and knowledge-sharing communities

Whether youre deepening technical expertise or preparing for leadership, were invested in helping you grow.

Licensure & Certifications (If Applicable)

This position may require:

• Active Texas Life & Health License

• Ability to obtain required licensure within 6months of hire

• Ongoing continuing education to maintain active status

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 understandwhat personal information we may collect and use as part of your application process.

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