OVERVIEW
Kaercher Insurance, an Alera Group company, is looking for a Key Account Coordinator. We are seeking highly motivated colleagues who bring experience and enthusiasm to our team - joining us may be the perfect fit for you!
Alera Group was founded in 2017 and has grown to become the 15th 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
- Process urgent eligibility requests and create temporary ID cards while ensuring COBRA rules and timelines are followed for vendor communication.
- Prepare for employer open enrollment meetings, create compliance documents (Employee Annual Notices), and set up groups using Employee Navigator and Ease.
- Compile employee census data, create deduction reports with Excel formulas, audit group carrier invoices, and assist with third-party invoice audits.
- Put together small group proposals, create rate cards, employee election forms, and benefit guides using PowerPoint templates.
- Keep management systems and shared drives organized, use Zendesk and Microsoft Planner for task prioritization, and improve team processes.
- Check formulas and calculations in Excel, maintain prompt communication via Outlook and Microsoft Teams, and participate in team meetings.
- Mentor and train other Account Coordinators while actively contributing to process improvements.
QUALIFICATIONS
- High School Diploma or equivalent; 1-3 years of experience in Employee Benefits, Human Resources, or a related field preferred.
- Knowledge of Health, Life, Dental, Vision, Long-Term Disability (LTD), Short-Term Disability (STD), and supplemental products.
- Familiarity with Carrier Eligibility Rules and COBRA regulations.
- Strong interpersonal skills to maintain cooperative relationships with colleagues and external partners.
- Ability to lead meetings effectively with strong listening, reasoning, and communication skills.
- Proficient in Excel for basic math computations and skilled in MS Word, Outlook, PowerPoint, Brokerage Builder, and Carrier Websites.
- Capable of operating office equipment, including copier, scanner, fax, calculator, and telephone.
BENEFITS
This job requires presence in the office on a hybrid schedule as agreed with the manager.
Alera Group offers comprehensive benefits to our colleagues, including medical, dental, life and disability insurance, 401k, generous paid time off and much more.
Hourly range is $20 to $28 per hour.
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.
If you're a California resident, please read the California Consumer Privacy Act prior to applying.
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