Small Group Account Specialist

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 Impact

Client 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 Bring

Required

• 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, we're invested in helping you grow.

Licensure & Certifications (If Applicable)

This position may require:

• Active [State Life & Health License / Property & Casualty License / Series 6/7/65/66 / etc.]

• Ability to obtain required licensure within [X] months of hire

• 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

Hybrid - 2 or less days in office