Account Support Representative
Alera Group
Bozeman,, Montana
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JOB DETAILS
JOB TYPE
Full-time
SKILLS
Administrative Skills, Benchmarking, Bookkeeping, Brokerage, Business Support, CSS (Cascading Style Sheet), Claims Processing, Communication Skills, Compensation and Benefits, Customer Experience, Customer Relationship Management (CRM) Systems, Customer Retention/Renewal, Customer Satisfaction, Customer Support/Service, Data Administration, Data Entry, Database Technology, Detail Oriented, Employee Benefits, Financial Services, Follow Through, Human Resources, Insurance, Leadership, Maintenance Services, Mentoring, Microsoft Office, Multitasking, Organizational Skills, Policy Development, Problem Solving Skills, Property and Casualty Insurance, Records Management, Relationship Management, Reporting Dashboards, Request for Proposals (RFP), Sales, Sales Management, Spreadsheets, Systems Administration/Management, Systems Maintenance, Team Player, Time Management
LOCATION
Bozeman,, Montana
POSTED
2 days ago
Account Support Representative – Employee Benefits
Location: Hybrid
At Alera Group, our Employee Benefits team helps employers design, implement, and support programs that care for people and strengthen organizations. We’re seeking an Account Support Representative, Spending Accounts who will provide direct support in system setup and day-to-day service requests, ensuring a seamless client experience and operational accuracy.
About Alera Group
Founded in 2017, Alera Group has grown to become the 14th largest broker of U.S. business. We serve clients across Employee Benefits, Property & Casualty Insurance, and Financial Services. With offices nationwide, we combine national strength with local service through a deeply collaborative approach.
The Account Support Representative (ASR) is responsible for providing high-quality, responsive support to employer groups and their employees regarding group insurance benefits. This role serves as a key point of contact for routine service inquiries, assisting with eligibility, enrollment, claims questions, and policy administration while ensuring a positive client and employee experience.
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.
Responsibilities:
What You’ll Do / Your Impact
Proposal and quoting support
- Prepare, track, and support request for proposal (RFP) documents
- Prepare census data and other client materials for quoting; quote coverage with carriers according to specifications provided by the agent or account executive
Client and carrier service
- Initiate and follow up with customers and insurance carriers regarding pending or existing coverage to resolve issues, answer questions, process changes, and provide claims assistance
- Assist with enrollments
Account administration and reporting
- Prepare, process, review, and monitor key documents and reports, including renewal spreadsheets, benchmarking, claims reporting, and applications
- Create and maintain agency management system records and activities to ensure timely follow-up
Internal coordination and client experience
- Communicate regularly with the sales team regarding claims issues, enrollment and participation by line of coverage, and other pending account items; escalate complex or unresolved issues to the CSS team or carriers as needed
- Support retention and client satisfaction efforts and help identify value-added product opportunities for existing clients and prospects
- Implement and onboard client resources, including Zywave, AleraHR, and Alera Dashboard
Projects and compliance
- Handle assigned projects as requested (e.g., dependent audits, policy audits)
- Maintain confidentiality of employee and employer data (HIPAA compliance)
Qualifications:
What You Bring
Required
- Two to three years of data entry administrative or client service experience or equivalent combination of education and experience
- Strong communication and relationship management skills
- Ability to manage multiple priorities in a fast paced environment
Preferred
- Associate’s degree in Business Human Resources or related field
- Experience in employee benefits insurance agency or TPA environment
- Familiarity with benefits administration and claims processes
- Proficiency in Microsoft Office and CRM or database systems
- Insurance license or ability to obtain
Core Competencies
- Detail orientation
- Accountability and follow through
- Collaborative mindset
- Client first thinking
- Strong organizational and problem solving skills
Additional Information:
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 Hybrid
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
This position may require:
Active State Life & Health License
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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About the Company
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