Intake Coordinator/Compliance Specialist

Alera Group was founded in 2017 and has grown to become the 15 th 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 collaborat ion allows us to offer national resources combined with local service.

• Claims Assistance and Information Management: Provides detailed policy and claim information to employees, guiding them through the claims process and assisting with the submission of claims. Makes outbound calls to gather missing information on incomplete claims and ensures that all required data is accurately documented in the claims system.
• Communication Triage and Request Determination: Manages incoming calls and communications, assessing the nature of each caller’s request to ensure proper handling. Directs complex inquiries to specialized departments, facilitating smooth transfers when needed.
• Leave of Absence and Disability Claim Navigation: Helps employees navigate the leave of absence and disability claims process, providing guidance on procedures and requirements, while verifying eligibility and benefit coverage. Ensures all employee interactions are handled with sensitivity to maintain confidentiality.
• Accurate Data Collection and Entry: Collects all necessary information from employees and ensures precise, complete, and timely entry into the claims software, in accordance with internal standards and compliance regulations.
• Documentation and Confidentiality: Exercises discretion in collecting, discussing, and documenting sensitive information. Sends acknowledgment and authorization correspondences promptly and processes all incoming claims in line with regulatory and compliance mandates.
• Complaint Management and Interdepartmental Coordination: Redirects quality-of-care and service-related complaints to the contact center manager. Processes requests for additional information and explanations of benefits by coordinating with the appropriate operational area within the claims department.
• Daily Administrative Responsibilities and Special Projects: Handles incoming emails, faxes, and voicemail messages promptly and accurately. Completes project work and other assigned tasks as required, ensuring all duties support departmental goals and timelines.
• Demonstrate critical thinking in activities requiring analysis, investigation, and/or planning
• Strong problem solving and analytical skills
• Ability to work independently
• Comfortable working with multiple priorities in a changing environment
• New hires should live a commutable distance from the site the role is posted in.

Alera Group offer s comprehensive benefits to our colleagues , including medical, dental, life and disability insurance, 401k, generous paid time off and much more.

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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Hybrid