Legal Entity & Carrier Consolidation Specialist

We combine the strength of a national organization with the personalized service and expertise of local teams to help clients succeed across Employee Benefits, Property & Casualty Insurance, Retirement Plan Services, Wealth Services, and Human Capital Solutions. Working knowledge of Employee Benefits and/or Property & Casualty carrier structures, agency appointments, broker codes, licensing requirements, banking processes, and commission administration.

OVERVIEW

Legal Entity & Carrier Consolidation Specialist
Location: Remote
About Alera Group
Founded in 2017, Alera Group is one of the nation's leading independent insurance and financial services firms. We combine the strength of a national organization with the personalized service and expertise of local teams to help clients succeed across Employee Benefits, Property & Casualty Insurance, Retirement Plan Services, Wealth Services, and Human Capital Solutions.
The Opportunity
Do you understand insurance carrier relationships, agency appointments, broker codes, and the details that keep insurance operations running smoothly?

Alera Group is seeking a Legal Entity & Carrier Consolidation Specialist to support our enterprise transformation efforts across Employee Benefits (EB) and Property & Casualty (P&C).

You'll take hands-on ownership of carrier and legal entity consolidation activities-from gathering information and preparing documentation to resolving exceptions and confirming completion. Your work will help protect client service, carrier access, and commission continuity as we bring offices and operations together.
Why Join Alera Group?

• Collaborate with purpose - Work alongside colleagues who believe the best results come from strong partnerships, shared expertise, and supporting one another.
• Build your career - Expand your expertise through meaningful work, continuous learning, and opportunities across a growing national organization.
• Make an impact - Help businesses protect what matters most while delivering solutions that support their long-term success.

RESPONSIBILITIES

• Execute assigned legal entity and carrier consolidation projects from discovery and data gathering through implementation, validation, and completion
• Conduct research and discovery activities to identify carrier relationships, broker codes, carrier contracts, banking arrangements, licensing requirements, and operational dependencies
• Prepare, review, and coordinate carrier forms, appointment materials, EFT documentation, broker code updates, legal documents, and related submissions
• Partner with local offices, carrier representatives, Legal, Licensing, Finance, Treasury, Accounting, and external partners to support successful consolidation activities
• Manage carrier appointment updates, contract administration, licensing dependencies, banking changes, and carrier-specific operational requirements
• Serve as the day-to-day operational contact for assigned consolidation efforts and provide guidance, support, and status updates to key stakeholders
• Maintain accurate records, documentation, milestones, risks, and completion evidence within approved project management and tracking systems
• Identify process improvement opportunities and contribute to the development of scalable procedures, templates, documentation, and best practices

QUALIFICATIONS

Required Qualifications

• Bachelor's degree in Business, Insurance, Finance, Legal Studies, or a related field, or equivalent professional experience
• Minimum of 5 years of experience in insurance brokerage operations, carrier contracting, licensing, legal entity administration, compliance, commission accounting, M&A integration, or a related field
• Working knowledge of Employee Benefits and/or Property & Casualty carrier structures, agency appointments, broker codes, licensing requirements, banking processes, and commission administration
• Demonstrated experience managing documentation-intensive projects involving multiple stakeholders and deadlines
• Proficiency with Microsoft 365 applications and structured project management or work tracking tools
• Strong organizational skills with exceptional attention to detail and recordkeeping accuracy
• Excellent verbal and written communication skills
• Ability to work independently in a fast-paced environment while effectively collaborating across multiple teams and time zones

Preferred Qualifications

• Experience supporting merger, acquisition, integration, or transformation initiatives
• Experience working with Monday.com or similar project management platforms
• Knowledge of carrier contracting, entity licensing, state insurance regulations, and Department of Insurance requirements
• Experience supporting commission accounting, EFT transitions, or banking change management initiatives
• Understanding of broker management systems and carrier portal administration
• Proven