Account Coordinator, Small Groups Team

Title: Account Coordinator, Small Groups Team

Location Grand Rapids, Michigan

7061

Employee Benefits

Hybrid

Job Description:

Account Coordinator, Small Groups Team – Employee Benefits

Hybrid: Grand Rapids, MI

At 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 Account Coordinator, Small Groups Team 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, and Financal Services. With offices nationwide, our collaborative approach allows us to deliver national strength with local service

This role is responsible for providing day to day support to the Client Services Team to ensure the deliver of an excellent client experience. You’ll 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 You’ll Do / Your Impact

Client Partnership & Service Excellence

• Support the Client Services Team with renewals, proposals, stewardship activities, claims resolution, marketing efforts, and time‑sensitive client service requests
• Prepare client‑facing materials including meeting agendas, renewal and open enrollment materials, and supporting documentation; participate in client meetings as needed to build rapport and provide service support
• Research policy language, coverage options, member management, and carrier discrepancies to support informed client communications and decision‑making

Operational & Compliance Excellence

• Adhere to agency best practices related to workflow management, data integrity, confidentiality, and insurance standards
• Complete and maintain accurate carrier paperwork for renewals and carrier changes; ensure consistency and accuracy across all documentation
• Master and maintain internal systems including Employee Navigator, BenefitPoint, and Zywave, and support stewardship tracking and system upkeep

Growth & Retention

• Build strong internal partnerships with Client Services and Business Services teams to deliver seamless client support and retention
• Support Lighthouse Group culture by leading by example, fostering trust, open communication, and collaborative teamwork
• Contribute to ongoing client success, retention efforts, and additional projects or responsibilities as business needs evolve

QUALIFICATIONS

What You Bring

Required

• Minimum of 2 years of customer service or professional work experience
• Ability to read, analyze, and interpret insurance quotes
• Strong verbal and written communication skills
• Self‑motivated, detail‑oriented, and able to work independently
• The ability to organize and prioritize work during high volume periods
• Proficient in Microsoft Office

Preferred

• Bachelor’s degree
• Holds Life, Health, and Accident License or ability to obtain within 3 months of employment

ADDITIONAL INFORMATION

Alera Group offers comprehensive benefits to our colleagues, including medical, dental, life and disability insurance, 401k, generous paid time off and much more.

This role is Hybrid in Grand Rapids, MI.

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.

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Location Type
Hybrid