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Client Relationship Specialist Jobs (NOW HIRING)

Alera Group

Client Relationship Specialist

PA · On-site

OVERVIEW Client Relationship Specialist- Medicare Location: Hybrid (flexible) | McMurray, Pennsylvania At Alera Group, our Medicare and Individual Health teams help individuals and seniors navigate ...

Sikich

Client Relationship Specialist

Naperville, IL · Hybrid

$90K/yr

Client Relationship Specialist (Chicago, IL/Naperville, IL - Hybrid) What to expect when you join Sikich Team members at Sikich have a lot in common while also being part of a rich and varied group ...

New

AE Perkins

Client Relationship Specialist

The Client Relationship Specialist (CRS) is responsible for providing outstanding, dedicated client care while maintaining professional relationships with current, potential, and former clients.

AE Perkins

Client Relationship Specialist

Dallas, TX · On-site +1

The Client Relationship Specialist (CRS) is responsible for providing outstanding, dedicated client care while maintaining professional relationships with current, potential, and former clients.

Mesirow

Client Relationship Specialist

Highland Park, IL · On-site

$75K - $95K/yr

We are seeking a highly motivated Client Relationship Specialist to work out of our Highland Park office to provide high-touch client service and dedicated operational support to a team of highly ...

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How much do client relationship specialist jobs pay per hour?

As of Aug 8, 2026, the average hourly pay for client relationship specialist in the United States is $22.80, according to ZipRecruiter salary data. Most workers in this role earn between $17.31 and $25.24 per hour, depending on experience, location, and employer.

What is a client relationship specialist?

A Client Relationship Specialist is a professional responsible for building and maintaining strong relationships with clients, ensuring their needs are met, and providing ongoing support. They act as a main point of contact for clients, addressing inquiries, resolving issues, and facilitating communication between clients and the company. Their goal is to enhance client satisfaction and loyalty, contributing to the overall success of the business. Client Relationship Specialists often work in industries such as finance, consulting, and customer service.

What is the difference between Client Relationship Specialist vs Customer Service Representative?

AspectClient Relationship SpecialistCustomer Service Representative
Required CredentialsHigh school diploma or equivalent; some roles may prefer relevant certificationsHigh school diploma or equivalent; customer service training often preferred
Work EnvironmentOffice settings, client meetings, account managementCall centers, retail, online support
Employer & Industry UsageFinancial services, consulting, B2B sectorsRetail, telecommunications, hospitality
Common Search & Comparison IntentFocus on building long-term client relationships, account managementHandling customer inquiries, resolving issues quickly

The main difference is that a Client Relationship Specialist focuses on maintaining and growing client accounts through personalized service and relationship management, often in B2B or financial sectors. In contrast, a Customer Service Representative primarily addresses customer inquiries and resolves issues in retail or service industries. Both roles require strong communication skills but differ in scope and focus.

What are some common challenges faced by client relationship specialists, and how can they be successfully managed?

Client Relationship Specialists often encounter challenges such as managing multiple client accounts with varying needs, handling difficult client situations, and maintaining consistent communication. To successfully manage these challenges, it's important to prioritize tasks, actively listen to client concerns, and collaborate closely with internal teams such as sales and support. Building strong organizational skills and staying proactive in addressing client issues can help maintain positive relationships and ensure client satisfaction.

What are the key skills and qualifications needed to thrive as a client relationship specialist, and why are they important?

To thrive as a Client Relationship Specialist, you need strong interpersonal skills, a background in customer service or sales, and often a bachelor’s degree in business or a related field. Familiarity with CRM software, data analysis tools, and communication platforms is typically required. Exceptional problem-solving abilities, active listening, and adaptability help you build trust and effectively address client needs. These skills and qualities are crucial for fostering long-term client satisfaction and driving business growth.
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Client Relationship Specialist jobs near you
Infographic showing various Client Relationship Specialist job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 11% Part Time, and 6% Contract. Highlights an 76% Physical, 3% Hybrid, and 21% Remote job distribution, with an average salary of $47,424 per year, or $22.8 per hour.

Client Relationship Specialist

Alera Group, Inc.

Canonsburg, PA • On-site

Other

Medical, Dental, Vision, Life, Retirement, PTO

Posted 5 days ago

Alera Group rating

8.0

Company rating: 8.0 out of 10

Based on 30 frontline employees who took The Breakroom Quiz

163rd of 303 rated insurance

Job description

OVERVIEW
Client Relationship Specialist- Medicare
Location: Hybrid (flexible) | McMurray, Pennsylvania
At Alera Group, our Medicare and Individual Health teams help individuals and seniors navigate coverage decisions with clarity and confidence. We're seeking a Medicare Advisor & Client Relationship Specialist who will support an established Medicare Consultant while developing the client relationships, renewal knowledge, and business development capabilities needed to eventually manage and grow a Medicare book of business.
About Alera Group
Alera Group was founded in 2017 and has grown to become the 14th 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.
This role blends Medicare client service, enrollment and renewal support, along with the opportunity of producer development. The individual will work during AEP and throughout the year to support existing clients, assist with proactive outreach and meeting preparation, participate in new business appointments, and assume greater responsibility for new business production over time.
Why Alera Group
  • Meaningful Impact: Help clients and employees navigate programs that drive retention, engagement, and satisfaction
  • Growth & Learning: Opportunities to deepen your expertise and gain exposure to a variety of clients and industries
  • Collaborative Culture: Work in a team-oriented environment that values accountability, partnership, and the principles of The Collaborative Way
RESPONSIBILITIES
What You'll Do / Your Impact
Client Partnership & Service Excellence
  • Serve as a trusted point of contact for Medicare clients, providing responsive, professional service and support
  • Assist clients with Medicare questions, enrollment support, coverage changes, billing questions, claims issues, and carrier-related service needs
  • Maintain accurate prospect and client information in CRM and customer database systems
  • Support proactive client outreach, including renewal reminders, AEP communications, and plan review follow-up
  • Strengthen client relationships through consistent communication, service follow-through, and relationship-building activities
Enrollment, Renewal & Administrative Support
  • Support renewal and enrollment activities for individual and senior insurance clients, especially during Annual Enrollment Period (AEP)
  • Assist with preparing Medicare, life, health, and related insurance quotes for new and existing clients
  • Manage submission of new applications, enrollment forms, policy updates, customer record maintenance, and carrier documentation
  • Coordinate with carriers and providers to monitor application status, resolve issues, and confirm appropriate changes have been completed
  • Prepare materials and meeting documentation for client reviews, renewal discussions, and enrollment appointments
Sales, Growth of Book
  • Participate in new business appointments alongside an experienced Medicare Consultant to learn client consultation, sales, and enrollment practices
  • Develop the ability to conduct Medicare consultations and new business appointments independently over time
  • Identify and assist in developing cross-selling and referral opportunities across appropriate Alera Group products and services
  • Actively pursue new opportunities and contribute to long-term growth of the Medicare book of business
  • Build the skills and confidence needed to transition into a producer role and eventually assume responsibility for client relationships and book management
QUALIFICATIONS
What You Bring
Required
  • Active Life & Health State insurance license (with ability to obtain any required resident or non-resident licenses)
  • Current AHIP and/or Medicare carrier certifications, or ability to complete required Medicare certifications before advising on applicable products
  • Minimum of 3 years of experience in Medicare, individual health insurance, senior insurance, client service, financial services, or a related client-facing role
  • Strong ability to navigate technology and learn new systems (i.e. CRM, web-based logins and Agency Management Systems)
  • Strong verbal and written communication skills with the ability to communicate effectively with clients, carriers, producers, and internal team members
  • Professional demeanor with ability to maintain confidential information
  • Ability to thrive in a fast-paced, constantly changing environment
  • Strong attention to detail, organization, follow-up, and documentation habits
Preferred
  • Prior experience working directly with Medicare Advantage, Medicare Supplement, Prescription Drug Plans, and/or senior insurance products
  • Experience supporting renewals, enrollment meetings, and client coverage reviews
  • Experience conducting client consultations, prospect meetings, or insurance sales conversations
  • Interest in moving into a producer or sales role over time
  • Comfort with prospecting, networking, referrals, and new business development
Core Competencies
  • Client-first service mindset with strong follow-through
  • Consultative communication and relationship-building skills
  • Detail-oriented planning, documentation, and issue resolution
  • Self-motivated, coachable, and willing to learn from an experienced Medicare professional
  • Sales curiosity and willingness to actively pursue new opportunities
  • Adaptability in a high-growth, evolving business environment
ADDITIONAL INFORMATION
Compensation:Salary range: $60,000.00 to 75,000.00 per year (depending on experience)
Eligible for performance-based incentive bonus or commission: Yes
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 Onsite in McMurray, Pennsylvania
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.
Licensure & Certifications (If Applicable)
This position may require:
  • Active State Life & Health License.
  • Required Medicare/AHIP and carrier product certifications
  • Ability to obtain required licensure within 90 days of hire, where applicable (reciprocity)
  • Ongoing continuing education to maintain active status

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
In-Office

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