Intake Coordinator/Compliance Specialist

Alera Group

Posted 2 months ago

Full Time

Mount Laurel Township, New Jersey

Hybrid

Smart Summary

Responsibilities

The Intake Coordinator provides policy and claims assistance while guiding employees through leave of absence and disability claim processes. They are responsible for accurately entering data, maintaining compliance, and managing daily communications with clients and third parties.

Qualifications

You have strong analytical and problem-solving skills, with the ability to investigate and independently resolve issues. You are comfortable managing multiple priorities simultaneously while maintaining high accuracy and sound judgment, especially with sensitive information.

Must Have Skills for ATS

policy assistance

claims assistance

leave of absence

disability claim processes

data entry

HIPAA

Job Description

OVERVIEW

Alera Group is looking for an Intake Coordinator/Compliance Specialist to join our team in Mount Laurel, NJ. 


Alera Group was founded in 2017 and has grown to become the 14th 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

  • Provide policy and claims assistance, including submissions, follow-ups, and gathering missing information from employees and third parties

  • Guide employees through leave of absence and disability claim processes, routing requests to appropriate departments

  • Accurately collect, verify, and enter employee and claim data into the system while ensuring confidentiality and compliance

  • Review eligibility for benefits and request necessary documentation from employers or partners

  • Manage incoming calls, emails, faxes, and voicemails daily, responding promptly and professionally

  • Prepare and send claim correspondence, ensuring adherence to regulatory requirements and timelines

  • Support departmental projects and perform related duties as assigned


QUALIFICATIONS

  • Critical Thinking & Problem Solving: Demonstrates strong analytical skills with the ability to investigate, plan, and independently resolve issues in a dynamic, fast‑changing environment
  • Adaptability & Prioritization: Comfortable managing multiple priorities simultaneously while maintaining high accuracy and sound judgment, especially with sensitive information
  • Location Requirement: New hires must live within a commutable distance of the designated worksite

ADDITIONAL INFORMATION

This job requires presence in the office full-time. After six months of training, there will be an opportunity to transition to a hybrid schedule, as agreed with the manager.


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


Expected salary range is $50K to 55K per year. 


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

Hybrid

Alera Group

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.
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