Account Coordinator (Part-Time)
Dickerson Group, New Richmond, Wisconsin, United States, 54017
Overview
Alera Group is looking for an Account Coordinator to work with our Employee Benefits team. This is a part-time position, up to 30 hours per week. Alera Group was founded in 2017 and has grown to become the 14th largest broker of US business. We are passionate about our clients’ success in the areas of Employee Benefits, Property and Casualty Insurance, Retirement Plan Services, and Wealth Services. With a network of offices nationwide, our commitment to collaboration allows us to offer national resources combined with local service. Responsibilities
Coordinate client service delivery across the employee benefits lifecycle, partnering with consultants and account managers to manage timelines, renewals, and plan activities with accuracy and timeliness Prepare and maintain client-facing materials and documentation, including benefit guides, enrollment materials, meeting agendas, and complete, up-to-date records in internal systems and CRM platforms Serve as a liaison between clients, carriers, and internal teams, resolving issues, reviewing vendor materials for accuracy, and supporting account teams to ensure a consistent, high-quality client experience Qualifications
Associate’s degree or equivalent work experience Advanced-level proficiency in Microsoft Office applications (Outlook, Excel, Word, PowerPoint) Proficiency in leveraging approved artificial intelligence tools to execute efficiently Project management skills highly preferred Additional Information
This job requires presence in the office on a part-time hybrid schedule as agreed with the manager. This position will be up to 30 hours per week. Alera Group offers comprehensive benefits to our colleagues, including medical, dental, life and disability insurance, 401k, generous paid time off and much more. Salary range is $40K to 49K per year, prorated based on hours worked. We are 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. Location Type: Hybrid
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Alera Group is looking for an Account Coordinator to work with our Employee Benefits team. This is a part-time position, up to 30 hours per week. Alera Group was founded in 2017 and has grown to become the 14th largest broker of US business. We are passionate about our clients’ success in the areas of Employee Benefits, Property and Casualty Insurance, Retirement Plan Services, and Wealth Services. With a network of offices nationwide, our commitment to collaboration allows us to offer national resources combined with local service. Responsibilities
Coordinate client service delivery across the employee benefits lifecycle, partnering with consultants and account managers to manage timelines, renewals, and plan activities with accuracy and timeliness Prepare and maintain client-facing materials and documentation, including benefit guides, enrollment materials, meeting agendas, and complete, up-to-date records in internal systems and CRM platforms Serve as a liaison between clients, carriers, and internal teams, resolving issues, reviewing vendor materials for accuracy, and supporting account teams to ensure a consistent, high-quality client experience Qualifications
Associate’s degree or equivalent work experience Advanced-level proficiency in Microsoft Office applications (Outlook, Excel, Word, PowerPoint) Proficiency in leveraging approved artificial intelligence tools to execute efficiently Project management skills highly preferred Additional Information
This job requires presence in the office on a part-time hybrid schedule as agreed with the manager. This position will be up to 30 hours per week. Alera Group offers comprehensive benefits to our colleagues, including medical, dental, life and disability insurance, 401k, generous paid time off and much more. Salary range is $40K to 49K per year, prorated based on hours worked. We are 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. Location Type: Hybrid
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