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OVERVIEW\n\nEnrollment Services Coordinator – Employee Benefits\nRemote | Preference for PST MST time zones\n\nAt 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 Enrollment Services 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.\n\nAbout Alera Group\nFounded 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.\n\nThis 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.\n\nWhy Alera Group\nMeaningful Impact: Help clients and employees navigate benefits programs that drive retention, engagement, and satisfaction\nGrowth & Learning: Opportunities to deepen your expertise and gain exposure to a variety of clients and industries\nCollaborative Culture: Work in a team-oriented environment that values accountability, partnership, and the principles of The Collaborative Way
Job Responsibility:
Support Benefit Advisor onboarding and track new enroller setup through internal processes
Attend weekly meetings, document tasks, and send 'Next Steps' updates while monitoring completion
Research enrollment questions by reviewing recordings, documenting outcomes, and verifying information in benefits administration systems
Provide post‑enrollment reports and status updates for each client
Assist with RFP completion, census collection, and carrier proposal documentation
Create illustration spreadsheets once carrier proposals are received
Track RFP, proposal, illustration, and presentation workflows to ensure timely completion
Create QR codes, scheduling links, flyers, and enrollment materials for new accounts
Assist with carrier employer applications and termination letters
Update scheduling systems for open enrollment and new hire enrollment timelines
Verify paper enrollment forms, enter data into enrollment platforms, and provide deduction reports
Maintain enrollment materials and documentation in shared drives
Monitor enroller appointment acceptance and call activity to ensure timely outreach
Track enrollment progress and provide real‑time updates during enrollment cycles
Support new hire enrollment weeks by coordinating schedules, verifying employee status, and communicating with store managers
Conduct outbound calls to eligible employees to complete waivers or schedule enrollment appointments
Requirements:
Strong organizational skills and attention to detail
Ability to manage multiple tasks and deadlines simultaneously
Strong verbal and written communication skills
Comfort working with spreadsheets, trackers, and multiple systems
Ability to work independently while collaborating with a team
Nice to have:
Health insurance license
Bilingual (Spanish)
Experience with benefits administration or enrollment platforms such as Employee Navigator or Selerix
What we offer:
Medical
Dental
Vision
Life insurance
Disability coverage
401(k)
Generous PTO
Professional development through Alera Group Academy (role-specific learning paths, leadership development programs, technical and compliance training, industry certifications and continuing education support, peer learning and knowledge-sharing communities)