Small Group Account Specialist

What You'll Do / Your ImpactClient Partnership & Risk StrategySupport clients with coverage placement, renewals, claims coordination, and policy analysis. We serve clients across Employee Benefits, Property & Casualty Insurance, and Financial Services, combining national strength with local service through a deeply collaborative approach.

OVERVIEW

Small Group Account Specialist - Employee Benefits
Location: Hybrid

At Alera Group, our Employee Benefits team helps employers design, deliver, and manage benefits programs that support and protect their workforce. We're seeking a Small Group Account Specialist who will support client service excellence, operational accuracy, and a collaborative team environment.
About Alera Group
Alera Group is one of the largest independent insurance and financial services firms in the United States. We serve clients across Employee Benefits, Property & Casualty Insurance, and Financial Services, combining national strength with local service through a deeply collaborative approach.

Why Alera Group

• Meaningful Impact: Help clients and employees navigate benefits 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 ImpactClient Partnership & Risk Strategy

• Support clients with coverage placement, renewals, claims coordination, and policy analysis
• Collaborate with carriers, underwriters, and internal partners to ensure accurate and timely service
• Contribute to client retention efforts and support opportunities for account growth

Operational Excellence

• Maintain accurate and complete documentation in the agency management system
• Ensure compliance, data integrity, and policy accuracy across all client files
• Support audits, reporting, and other operational processes as needed

Strategic Contribution

• Identify coverage gaps or process improvements that strengthen client service delivery
• Partner with team members on new business initiatives and strategic projects
• Demonstrate proactive problem-solving and a client-first approach

QUALIFICATIONS

What You BringRequired

• At least one year of experience as a Benefits Coordinator or equivalent
• Life and Health Insurance State License (Alera Group will support obtaining or maintaining licensing as needed)
• Experience working with insurance carriers and/or insurance brokerage firms
• Working knowledge of Health and Welfare plans and ancillary benefits (Life, Disability, Dental, Vision, etc.)
• Strong understanding of regulations relating to health and welfare plans
• Excellent written and verbal communication skills
• Ability to set priorities, work independently, and take ownership of outcomes
• Strong judgment, accountability, and willingness to assume responsibility
• Proficiency in Word, Excel (including creating and verifying spreadsheets), and PowerPoint
• Exceptional relationship-management and customer-service skills

Preferred

• Bachelor's Degree

Core Competencies

• Detail orientation
• Accountability and follow-through
• Collaborative mindset
• Client-first thinking
• Strong problem-solving abilities
• High degree of professionalism

ADDITIONAL INFORMATION

Compensation:
Salary range: $65,000 - $75,000 per year

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, weBBT