As one of the largest privately-held insurance agencies, Propel Insurance, an Alera Group company, is an expert at helping clients find ways to move their business forward. We provide innovative insurance solutions, surety bonds, consulting, and employee benefits to thousands of businesses and individuals worldwide. Our deep industry expertise and perspective, together with our entrepreneurial drive, make us a perfect match for aggressive, success-minded organizations.
The specialist provides exceptional client support by handling inquiries, resolving issues, and delivering accurate information via phone, email, or chat.
They also maintain compliance with service standards and document all interactions within the CRM system.
What you need
Candidates must have a high school diploma, with an associate or bachelor degree preferred.
A minimum of 1–2 years of experience in customer service or a call center environment is required, along with proficiency in Microsoft Office and CRM software.
Education: a high school diploma, an associate degree or a bachelor's degree
OVERVIEW
Benefits Service Center Specialist
Location: Remote
About Alera Group
Founded in 2017, Alera Group is one of the nation's leading independent insurance and financial services firms. We combine the strength of a national organization with the personalized service of local experts to help clients succeed across Employee Benefits, Property & Casualty Insurance, Retirement Plan Services, Wealth Services, and Human Capital Solutions.
Why Join Alera Group?
Collaborate with purpose – Work alongside colleagues who believe the best results come from strong partnerships, shared expertise, and supporting one another.
Build your career – Expand your expertise through meaningful work, continuous learning, and opportunities to grow across a national organization.
Make an impact – Help clients navigate complex challenges while contributing to solutions that make a difference for their businesses, employees, and communities.
The Opportunity
The Service Center Specialist provides exceptional client support and customer service through handling inquiries, resolving issues, and delivering accurate information promptly. This role serves as the primary point of contact for clients and ensures a positive client experience through professionalism, responsiveness, and expertise. The Specialist works closely with the Service Center Team Leader to achieve team objectives and uphold service quality standards.
RESPONSIBILITIES
Responsibilities
Client Support & Issue Resolution
Responds promptly and professionally to client inquiries via phone, email, or chat, resolving issues effectively and accurately.
Documents client interactions thoroughly in the CRM system and escalates complex issues appropriately to the Team Leader.
Quality Assurance & Compliance
Maintains adherence to service center standards, protocols, and compliance requirements.
Participates actively in quality assurance reviews and ongoing training sessions to ensure high-quality client interactions.
Knowledge Management & Information Accuracy
Keeps informed of product and service updates, regulatory changes, and internal procedures.
Provides accurate and timely information to clients, ensuring clarity and reliability in communications.
Collaboration & Team Engagement
Works collaboratively with team members and Team Leader to meet service level agreements (SLAs) and client expectations.
Actively participates in team meetings, training sessions, and continuous improvement initiatives.
Operational Efficiency
Efficiently manages workload and tasks, utilizing call center technologies and CRM systems to document interactions, resolve issues, and track outcomes.
Identifies opportunities for process improvement and efficiency enhancements.
QUALIFICATIONS
Qualifications
High school diploma required; Associate’s or Bachelor’s degree preferred.
Minimum of 1–2 years of experience in a customer service or call center environment.
Proven experience in employee benefits claims and/or benefits account management
Proficiency in Microsoft Office Suite and familiarity with CRM systems.
Strong verbal and written communication skills.
Compensation
Hourly Range: $21.00–$22.25 hourly
Benefits
Eligible colleagues enjoy a comprehensive benefits package including:
Medical, dental, and vision insurance
Life and disability coverage
401(k)
Generous paid time off
Professional development and career growth opportunities
ADDITIONAL INFORMATION
Work Arrangement
This position is Remote.
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.
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Location Type
Remote
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