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Alera group remote customer service

Updated: Oct 7, 2021

At Alera Group, we are passionate about collaboration and growth. Enjoy working in a highly collaborative culture? Looking for an exciting environment that is constantly growing and improving? If you care about providing outstanding client service while serving local communities, then we may be looking for you. Based on Indeed employee reviews the starting pay is from $15.00- $29.00 per hour Read the reviews here







Responsibilities


  • Review and process new hire and change of coverage applications for employees.

  • Process group-level change requests and resolve group billing discrepancies.

  • Handle escalated member claim issues and manage the resolution of group policy issues.

  • Ensure that pending request follow-up is executed per department service standards to determine that requests have been processed by the carrier. Notify the requestor that their issue(s) has been processed.

  • Assist account executives, associate account executives, operations managers, and senior management as needed.

  • Process agent appointments for group business on behalf of Dickerson brokers.

  • Hybrid Work Model (remote and in-office).

  • Benefits Package (medical, dental, vision, 401k, PTO).

Location

  • Remote Work from Home.

  • Preferably located in the West Coast.

Qualifications

  • Education: High school diploma required.

  • Minimum 2-3 years of health industry experience required. Advanced knowledge of health insurance terminology, small group offerings, and insurance operations workflows preferred.

  • Minimum typing speed of 40 wpm.

  • Strong organizational skills, attention to detail, and ability to successfully interact at all company levels while maintaining a high degree of confidentiality.

  • Must be comfortable dealing with all kinds of people and have a desire to provide exceptional customer service.

  • Intermediate-level knowledge of MS Office Suite and ability to quickly learn applicable software programs such as CRM.


This position is currently remote and may be considered for a future flexible work schedule. The Client Service Manager has both internal and client-facing responsibilities including, but not limited to, serving as a higher-level contact for client needs in which they will be responsible for maintaining a high level of client satisfaction. The Client Service Manager will assist one or more Benefit Consultants or Account Managers in coordinating the details for the annual renewal, preparing materials for quarterly client meetings, ensuring the flow of information to various departments as needed, maintaining client databases, records management, project-specific assignments, and other responsibilities as assigned.

Responsibilities

The essential duties and responsibilities of the position, which are to be performed with or without reasonable accommodation, include:

  • Under the direction of the Customer and Client Experience Director, responsible to support one or more Circles with the administrative management of a group of clients

  • Responsible for effectively managing calendars, the project log and agenda items for assigned Circles

  • Coordinate resources (subject matter experts) into the Circle as needed to facilitate client service delivery

  • Assist both internally and externally with escalated HR/Employee and billing issues

  • Responsible for overseeing and managing the payroll audit process

  • Work with clients to ensure program participation and utilization management goals are being met

  • Assist with the process of completing plan setup documentation for internal systems (RST, plan to build documents, etc.)

  • Serve as the primary leader of issue research and resolution, such as answering questions about existing plans and rates, plan design changes, edits to compliance documents, facilitating high-level topics such as ACA, Section 125

  • Facilitate the process of correcting internal system set up issues with the assistance of internal operation

  • Gather data needed to market medical plans, obtain quotes, and complete carrier set-up and implementation of new plans

  • Responsible for tracking all ancillary renewals

  • Acts as a liaison with our carrier partners to ensure accuracy of carrier contracts

  • Coordinate annual renewal process to ensure that client deliverables are met, and all steps are carried out timely

  • Quality control materials produced for clients, including but not limited to the annual open enrollment handbook and the required compliance documents

  • Using data gathered from RBA systems, prepare specialized reporting for clients as requested

  • Participate in weekly implementation calls for onboarding clients

  • Responsible for managing special projects as they arise by utilizing internal resources to achieve client satisfaction

  • Become proficient in all plans and products in the assigned book of business and act as an internal resource

  • Manage communications for major, account-level changes with RBA to our client.


Responsibilities

This position is responsible for providing day-to-day support to the Client Services Team including Account Managers, Sr. Account Managers, and Team Leads to ensure the delivery of an excellent client experience. A successful Account Coordinator will have the service skills needed to meet internal and external customer needs, aiding in the gain and retention of the Lighthouse Group client base. The ability to organize and prioritize work during high volume periods to meet deadlines and expectations is a critical component of this role. This position requires interaction with Lighthouse Group leadership, colleagues, clients, and carrier representatives.

  • Adhere to agency best practices relative to workflow management and data integrity

  • Develop and maintain a strong relationship with the Client Services and Business Services Teams

  • Support the Client Services Team with the renewal and proposal processes

  • Prepare documents for client meetings including, but not limited to service meeting agendas, pre-renewal and renewal meeting templates, along with any supporting materials for the meetings, and open enrollment materials

  • Assist Client Services Team with client management and stewardship tasks including, but not limited to claims management/resolution, marketing efforts, project support, and Navigator updates/upkeep

  • Research policy language and compare coverage options to support the Client Services Team’s decision-making process and subsequent communications to clients

  • Support Client Services Team with day-to-day service requests (time-sensitive requests)

  • Research member management and/or carrier discrepancies

  • Complete new carrier paperwork, for clients who move carriers at renewal, ensuring all forms are completed with consistency and accuracy

  • Master internal client management systems, including Employee Navigator, BenefitPoint and Zywave

  • Assist in the maintenance of stewardship tracking for Client Services Team


Qualifications

  • Minimum of 2 years of customer service or professional work experience

  • Hold Life, Health, and Accident License or obtain one within 3 months of employment

  • Possess the ability to read, analyze, and interpret insurance quotes

  • Possess strong verbal and written communication skills

  • Be a self-starter and be self-motivated with a high level of attention to detail

  • Be proficient in Microsoft Office

  • Bachelor’s degree preferred

Compensation Structure

  • Competitive base salary


Responsibilities

  • Managing incoming calls, emails, and customer service inquiries.

  • Take on special projects to assist the Account Executive (audits, eligibility file preparation, document prep).

  • Assist in processing employee eligibility with help from vendors.

  • Assist in onboarding of new clients into our systems.

  • Assist in managing client open enrollment/education campaigns.

  • Maintain client data on Client Information Sheet with Account Executive.

  • Assist in proofreading materials and presentations for Account Executives.

  • Assist in sorting and delivery of renewal recap, quarterlies, and Open Enrollment materials.

  • Administer changes to existing, presentations, handouts, and documentation.

  • Other special projects may be assigned by Account Executives.

  • Performs other related duties as required.

  • Hybrid work model (remote/office).

  • Salary (DOE) $16-$18 hr.

  • Medical Insurance, Dental Insurance, Vision Insurance, 401k, Paid Time Off


Qualifications

  • Bachelor's Degree preferred, and some work experience assisting customers and team members, general record keeping and office skills; or any combination of training and experience which provides the required knowledge, skills, and abilities.

  • Insurance Licensure is preferred, but not required.


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