OVERVIEW
RESPONSIBILITIES
QUALIFICATIONS
ADDITIONAL INFORMATION
Location Type
Remote
Title: Enhanced Services Specialist
Location: Remote
Summary:
The Enhanced Services Specialist is responsible for executing dependent verification audits, assisting with billing reconciliation tasks, and providing Tier 1 support for client inquiries. This role ensures accurate data processing, maintains compliance with regulatory guidelines, and works collaboratively with internal teams to resolve service-related issues. The Specialist plays a key role in supporting day-to-day operational tasks while gaining hands-on experience in benefits administration and compliance functions. This position interacts directly with employees, HR teams, and broker partners to ensure seamless service delivery.
RESPONSIBILITIES
Dependent Verification & Compliance
- Processes dependent eligibility verification requests, ensuring compliance with ERISA and client-specific policies.
- Reviews supporting documentation, such as birth certificates, marriage certificates, and proof of joint ownership, to confirm eligibility.
- Supports audit processes by ensuring accurate record-keeping for dependent audits and escalating any discrepancies to the Sr. Specialist or Manager.
Billing Reconciliation & Data Processing
- Assists with carrier billing reconciliation efforts, ensuring alignment between premium payments and active participant data.
- Identifies and resolves basic billing discrepancies, while escalating complex cases to Sr. Specialists for further resolution.
- Works with Tabulera and internal systems to validate data accuracy and compliance.
Service Center & Client Support
- Handles Tier 1 inquiries from employees, HR teams, and broker partners, providing guidance on dependent verification, billing issues, and benefits access.
- Troubleshoots basic system navigation questions, resets passwords, and assists with login issues.
- Escalates more complex issues to the Sr. Specialist or Manager as needed.
Data Accuracy & Compliance Support
- Maintains accurate and updated records across internal systems and documentation sources.
- Supports compliance efforts by assisting with documentation tracking, quality assurance checks, and identifying potential data discrepancies.
- Collaborates with internal teams to ensure data integrity and adherence to service standards.
Process Support & Continuous Learning
- Participates in training sessions to enhance expertise in dependent verification, billing reconciliation, and compliance regulations.
- Assists in refining standard operating procedures (SOPs) and contributes feedback for workflow improvements.
- Collaborates with team members to enhance service efficiency and accuracy.
QUALIFICATIONS
Required Qualifications
- Bachelor’s degree in Business, Human Resources, or a related field preferred.
- 1-2 years of experience in benefits administration, billing reconciliation, or customer service.
- Familiarity with benefits administration technology, such as DependentsAudit, Tabulera, Employee Navigator, bswift or similar systems.
- Intermediate Excel skills (data entry, filtering, basic formulas) and knowledge of CRM or ticketing systems (e.g., Zoho or similar).
- Strong attention to detail and ability to manage multiple priorities.
- Excellent verbal and written communication skills with a client-focused approach.
- Ability to work in a fast-paced environment and collaborate effectively with team members.
- Technical Proficiency & Problem-Solving – Ability to navigate benefits administration platforms and resolve basic participant inquiries.
- Client Service & Relationship Management – Provides timely and professional support to employees and HR teams.
- Compliance & Data Accuracy – Maintains accurate records and follows regulatory guidelines.
- Collaboration & Communication – Works effectively across departments to ensure seamless service delivery.
- Adaptability & Continuous Learning – Willingness to develop expertise in benefits technology and compliance processes.
- Attention to Detail & Process Execution – Ensures data integrity and contributes to workflow improvements.
ADDITIONAL INFORMATION
Compensation:
Hourly, non-exempt rate: $25-$27/hr
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
About Alera Group
Alera Group was founded in 2017 and has grown to become the 12th largest broker of U.S. business. We are passionate about our clients’ success in the areas of Employee Benefits, Property and Casualty Insurance, and Financial Services. With a network of offices nationwide, our commitment to collaboration allows us to offer national resources combined with local service..
Why Alera Group
Make an Impact: Your work supports businesses and individuals in protecting what matters most.
Grow With Us: We invest in development, mentorship, and long-term career growth.
The Collaborative Way: We believe in accountability, teamwork, and shared success across all offices and lines of business.
National Strength. Local Heart: Scale, resources, and expertise — with relationships that feel personal.
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.
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
Requires 1–2 years in benefits administration, billing reconciliation, or customer service; benefits technology experience; intermediate Microsoft Excel; CRM or ticketing systems; strong communication and attention to detail.
Key Responsibilities
- verifying dependents
- reconciling billing
- supporting clients
Skills & Tools
DependentsAudit, Tabulera, Employee Navigator, bswift, Microsoft Excel, CRM, Zoho, ERISA, standard operating procedures (SOPs)
Job Details
- Category: Customer Service
- Seniority: Entry Level
- Commitment: Full Time
- Workplace: Remote — United States
- Salary: USD 52,000 – 56,160 / year
- Languages: English
Benefits
- 401k matching
- Generous paid time off
- Retirement plan
About Alera Group
An insurance and financial services brokerage providing employee benefits, property and casualty insurance, and financial services. — Industry: Finance