Client Success Associate Employee Benefits HYBRID at Alera Group

Alera Group Midwest, formerly GCG Financial LLC is seeking a Client Success Associate to join our Employee Benefits team.   

Are you looking to be part of a company where you have exciting opportunities to learn, grow and make a positive impact?

Join a team where each employee is empowered to listen generously, speak straight, collaborate, and build each other up through mutual accountability and shared success. 

If that is what you’re looking for, this is your chance to be part of an amazing organization!

Alera Group is an independent, national insurance and financial services firm created in 2016 through a merger of 24 like-minded, high-performing, entrepreneurial firms. Our founding firms worked together to leverage powerful relationships, industry expertise and resources with the goal of elevating the client experience. We laugh, we have fun, we support our community, and we are the driving force behind the company’s 45+ years of success. Now, all we need is you!  

The Client Success Associate coordinates the services of employee benefits for clients and works collaboratively with internal and external teams to ensure a best-in-class experience. This position is client-facing and leverages competencies and intermediate knowledge of benefits insurance services, HR administrative functions and plan design to best service GCG clients. This person must excel in providing client focused service to existing clients while working collaboratively with producers and all internal teams supporting client services.

Collaborate with producers and service team, and other internal departments to plan, execute and track all client services and deliverables for each client, designed to create measurable value and efficiencies in their business:

• Serve as the primary point of contact for the clients ongoing service delivery through coordination with all internal and external resources supporting the client
• Build personalized client relationships through demonstrated ownership of the service plan and multiple channels of communication such as phone, email and in-person meetings
• Create proposals which provide a summary of programs and options, service plan and other specific deliverables designed to support clients in making decisions about insurance programs
• Analyze risk and coverage program structure and recommend options; execute coverage and program changes
• Evaluate coverage, terms and conditions of quotes received present coverage comparisons as requested to producer and participate in the client presentation as appropriate
• May lead open enrollment meetings to present coverages and benefits to client’s workforce
• Collaborate with the service team to manage and oversee new business and renewal processes by following workflow procedures and best practices
• Create submissions for underwriters by engaging with clients and prospective clients on their exposures, coverages, and program needs, assembling into submission package following best practices
• Communicate with underwriters on submissions and negotiate premium, coverage, and other terms on behalf of clients
• Ensure accurate maintenance of complete client files including the clear documentation of account detail in agency management systems, including policy information, activities, attachments, and correspondence

• Develop and maintain positive working relationships with insurance carriers, attend meetings and events as appropriate and proactively learn about their products and underwriting approaches
• Advocate for each unique client
• Oversee the accuracy and display of information in client portals; consult with and enact client decisions regarding access to portal by their staff
• Work with internal departments and teams to ensure cohesiveness and timeliness of service execution, and create report of service plan execution
• Take an enterprise-wide approach to client service by collaborating with other service teams to create a cohesive client service experience
• Remain current on forms, coverage insurance carriers, industry trends and legislation

• Undergraduate college degree preferred or equivalent work experience
• Life and Health Insurance State License – required
• Minimum 2 years insurance carrier, benefits administration, and/or insurance brokerage experience preferred
• Intermediate to advanced knowledge of the following:
• HMO, PPO, HDHP for health plans
• Wellness programs, dental, life, short- and long-term disability
• Regulatory environment of employee benefit plans
• Ability to establish priorities, work independently and proceed with objectives with little or no supervision
• Computer skills with proficiency in Word, Excel and PowerPoint including strong proficiency in creating and verifying financial spreadsheets
• Strong relationship management skills and excellent customer service skills
• Highest integrity in as it pertains to confidentiality of client data

We offer comprehensive benefits to employees, including medical, dental, STD, LTD and life insurance, 401k, paid time off and much more.

Hourly range is $24.04 to $28.85 per hour, based on experience. 

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.

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