Enrollment Services Coordinator

OVERVIEW Enrollment Services Coordinator – Employee Benefits Remote | Preference for PST MST time zones ( Select the primary work model : Remote / Hybrid / On-site- Add any relevant qualifiers : Time zone, city, regional preference, or collaboration needs 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 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. 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 Client Partnership & Service Excellence 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 Operational & Compliance Excellence 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 Growth & Retention 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 QUALIFICATIONS What You Bring Required 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 Preferred Health insurance license Bilingual (Spanish) Experience with benefits administration or enrollment platforms such as Employee Navigator or Selerix Core Competencies Detail orientation and accuracy Accountability and follow‑through Collaborative mindset Client‑first thinking ADDITIONAL INFORMATION Compensation: Hourly range: $30 – $31 per hour 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 Remote 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 [State Life & Health License / Property & Casualty License / Series 6/7/65/66 / etc.] Ability to obtain required licensure within [X] 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. #LI-MM1 #LI-Remote Location Type Remote What You'll Do / Your Impact Client Partnership & Service Excellence 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 Operational & Compliance Excellence 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 Growth & Retention 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 What You Bring Required 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 Preferred Health insurance license Bilingual (Spanish) Experience with benefits administration or enrollment platforms such as Employee Navigator or Selerix Core Competencies Detail orientation and accuracy Accountability and follow‑through Collaborative mindset Client‑first thinking