Account Coordinator
Alera Group, Inc., San Antonio, TX, United States
In-Office
At Alera Group, our Employee Benefits teams help organizations attract, retain, and engage their workforce through creative, compliant, and competitive benefits strategies.
Overview Account Coordinator – Employee Benefits In-Office 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 an
Account Coordinator
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, Retirement Plan Services, and Wealth Services. With offices nationwide, our collaborative approach allows us to deliver national strength with local service.
This role supports clients by ensuring benefits programs are administered accurately, aligned with strategic objectives, and compliant with all regulatory requirements. 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
Maintain and prioritize a task list on a regular basis as directed
Provide support to local SRM office by completing and hoc administrative tasks as needed and directed. Learn and support Client Service Cycle with oversight from experienced team members to ensure a seamless renewal process and retain the business
Study and apply SRM resources, available tools, established work products and knowledge to maximize efficiency and effectiveness in client deliverables with oversight from experienced team members
Establish positive relationships within the office
Assist Client Service Manager with the preparation of RFPs, coordinate vendor responses, and support the development of client presentations
Leverage team members to ensure timely delivery of requests for clients, vendors and internal partners
Develop strong oral and written communication skills, demonstrated through the ability to effectively present in open enrollment meetings, participate in client calls and correspond via email
Be innovative and don’t be satisfied with the status quo! Generate new and practical ideas, always look to improve
Complete training and professional development to gain understanding of the insurance industry
Exemplify the highest ethical standards
Qualifications What You Bring Required
0–2 years of experience in an administrative or support role, preferably in Benefits Administration or Human Resources
Basic finance/economics understanding
Life & Health License (or obtained within first 90 days of employment)
Excellent communication and collaboration skills
Core Competencies
Attention to detail and organizational skills to manage multiple initiatives
Problem-solving and critical thinking to navigate complex benefits issues
Ability to operate in a fast-paced environment and manage client expectations
Collaborative mindset to work with cross-functional teams
Additional Information Benefits Alera Group offers comprehensive benefits including medical, dental, vision, life and disability coverage, 401(k), generous PTO, and more.
Work Model This role is
In-Office
Professional Development – Alera Group Academy At Alera Group, growth isn’t left to chance. Through
Alera Group Academy , we provide structured development opportunities designed to help you expand your expertise and build a meaningful career.
You’ll have access to -
Role-specific learning paths
Leadership development programs
Technical and compliance training
Industry certifications and continuing education support
Peer learning and knowledge-sharing communities
Whether you’re deepening technical expertise or preparing for leadership, we’re invested in helping you grow.
Licensure & Certifications (If Applicable) This position may require -
Active Texas Life & Health License
Ability to obtain required licensure within 3 months of hire
Ongoing continuing education to maintain active status
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.
#J-18808-Ljbffr
At Alera Group, our Employee Benefits teams help organizations attract, retain, and engage their workforce through creative, compliant, and competitive benefits strategies.
Overview Account Coordinator – Employee Benefits In-Office 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 an
Account Coordinator
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, Retirement Plan Services, and Wealth Services. With offices nationwide, our collaborative approach allows us to deliver national strength with local service.
This role supports clients by ensuring benefits programs are administered accurately, aligned with strategic objectives, and compliant with all regulatory requirements. 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
Maintain and prioritize a task list on a regular basis as directed
Provide support to local SRM office by completing and hoc administrative tasks as needed and directed. Learn and support Client Service Cycle with oversight from experienced team members to ensure a seamless renewal process and retain the business
Study and apply SRM resources, available tools, established work products and knowledge to maximize efficiency and effectiveness in client deliverables with oversight from experienced team members
Establish positive relationships within the office
Assist Client Service Manager with the preparation of RFPs, coordinate vendor responses, and support the development of client presentations
Leverage team members to ensure timely delivery of requests for clients, vendors and internal partners
Develop strong oral and written communication skills, demonstrated through the ability to effectively present in open enrollment meetings, participate in client calls and correspond via email
Be innovative and don’t be satisfied with the status quo! Generate new and practical ideas, always look to improve
Complete training and professional development to gain understanding of the insurance industry
Exemplify the highest ethical standards
Qualifications What You Bring Required
0–2 years of experience in an administrative or support role, preferably in Benefits Administration or Human Resources
Basic finance/economics understanding
Life & Health License (or obtained within first 90 days of employment)
Excellent communication and collaboration skills
Core Competencies
Attention to detail and organizational skills to manage multiple initiatives
Problem-solving and critical thinking to navigate complex benefits issues
Ability to operate in a fast-paced environment and manage client expectations
Collaborative mindset to work with cross-functional teams
Additional Information Benefits Alera Group offers comprehensive benefits including medical, dental, vision, life and disability coverage, 401(k), generous PTO, and more.
Work Model This role is
In-Office
Professional Development – Alera Group Academy At Alera Group, growth isn’t left to chance. Through
Alera Group Academy , we provide structured development opportunities designed to help you expand your expertise and build a meaningful career.
You’ll have access to -
Role-specific learning paths
Leadership development programs
Technical and compliance training
Industry certifications and continuing education support
Peer learning and knowledge-sharing communities
Whether you’re deepening technical expertise or preparing for leadership, we’re invested in helping you grow.
Licensure & Certifications (If Applicable) This position may require -
Active Texas Life & Health License
Ability to obtain required licensure within 3 months of hire
Ongoing continuing education to maintain active status
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.
#J-18808-Ljbffr