Overview:
Alera Group is looking for a Client Success Specialist, Spending Accounts. 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:
The Client Success Specialist, Spending Accounts (CSS) provides direct support in system setup and day-to-day service requests. This role is responsible for handling routine client inquiries, processing updates, and assisting in client implementations. The CSS works closely with the Onboarding Specialist, Client Success Manager (CSM) and Sr. CSS to ensure a seamless client experience and operational efficiency.

Please refer the Job description for details