AGM - Client Services Representative

Overview

Bilingual Client Services Representative

Location: Remote

About Alera Group

Founded in 2017, Alera Group is one of the nation's leading independent insurance and financial services firms. We combine the strength of a national organization with the personalized service of local experts to help clients succeed across Employee Benefits, Property & Casualty Insurance, Retirement Plan Services, Wealth Services, and Human Capital Solutions.

Why Join Alera Group?

• Collaborate with purpose – Work alongside colleagues who believe the best results come from strong partnerships, shared expertise, and supporting one another.
• Build your career – Expand your expertise through meaningful work, continuous learning, and opportunities to grow across a national organization.
• Make an impact – Help clients navigate complex challenges while contributing to solutions that make a difference for their businesses, employees, and communities.

The Opportunity

At Alera Group, our Employee Benefits team helps organizations attract, retain, and support their employees through innovative benefits solutions. As a Client Services Representative, you'll deliver exceptional, prompt, professional client support—assisting with voluntary benefits claims, billing, enrollments, and benefits questions via phone, email, and meetings.

Responsibilities

• Serve as a primary day-to-day contact for assigned clients, delivering timely, professional, and responsive service
• Assist clients and plan participants with benefit enrollments, qualifying life events, employment status changes, and terminations
• Support benefits administration activities, including eligibility management, billing coordination, and policy maintenance
• Respond to inquiries regarding benefit plans, coverage, claims procedures, billing matters, and other related service requests
• Coordinate with carriers, account managers, benefit coordinators, and internal teams to resolve client issues and ensure accurate service delivery
• Assist with voluntary benefits claims and support clients throughout the claims resolution process
• Investigate and resolve client concerns, service issues, and escalated requests efficiently and professionally
• Follow established service workflows while identifying opportunities to improve client experiences and operational effectiveness

Qualifications

Required Qualifications

• Bilingual in Spanish & English
• Experience in customer service, benefits administration, insurance operations, or a related field
• Strong verbal and written communication skills
• Excellent organizational skills with strong attention to detail and accuracy
• Ability to manage multiple priorities and meet deadlines in a fast-paced environment
• Strong problem-solving and client relationship management skills
• Proficiency with Microsoft Office applications, including Outlook, Word, and Excel
• Ability to work collaboratively with clients, carriers, and internal stakeholders

Preferred Qualifications

• Associate's or Bachelor's degree
• Experience supporting employee benefits, voluntary benefits, or insurance programs
• Experience working with benefit enrollment and administration systems
• Knowledge of claims processing, eligibility management, and billing reconciliation
• Experience managing multiple client relationships in a service environment
• Insurance license or ability to obtain licensure, if applicable

Compensation

• Hourly Range: $24.04–$28.85 hourly

Benefits

Eligible colleagues enjoy a comprehensive benefits package including:

• Medical, dental, and vision insurance
• Life and disability coverage
• 401(k)
• Generous paid time off
• Professional development and career growth opportunities

Additional Information

Work Arrangement

This position is Remote. Must be comfortable working 8:30am-5:00pm CT hours.

• Remote: This role is primarily remote.
• Hybrid: This role follows a hybrid work arrangement, combining in-office and remote work based on business needs and manager expectations.
• In-Office: This role requires regular on-site attendance at the designated office location.

Travel Requirements: Occasional travel may be required to support office implementations, training, and collaboration with project teams.

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.

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