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Support Specialist

Alera Group

Onalaska, Wisconsin

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JOB DETAILS
SKILLS
Alliance/Partner Management, Analysis Skills, Brokerage, Carrier Certification, Communication Skills, Compensation and Benefits, Competitive Analysis/Strategy, Continuous Improvement, Customer Experience, Customer Relations, Customer Satisfaction, Customer Support/Service, Detail Oriented, Documentation, Employee Benefits, Follow Through, Health Insurance, Insurance, Insurance Sales, Marketing, Medicare, Microsoft Excel, Microsoft Outlook, Microsoft Word, Organizational Skills, Prepare Correspondence, Presentation/Verbal Skills, Problem Solving Skills, Record Keeping, Regulations, Regulatory Requirements, Retention Programs, Risk, Sales Support, Team Player, Time Management, Writing Skills
LOCATION
Onalaska, Wisconsin
POSTED
30+ days ago
OVERVIEW

Support Specialist - Employee Benefits
In-office | Onalaska, Madison or Wausau WI

At Alera Group, our Employee Benefits teams help organizations attract, retain, and engage their workforce through creative, compliant, and competitive benefits strategies. We're seeking a Support Specialist who will make a meaningful impact by delivering proactive client service, thoughtful benefits strategy, and a high-touch experience for both clients and employees.

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 supports clients by ensuring benefits programs are administered accurately, aligned with strategic objectives, and compliant with all regulatory requirements. You'll partner with internal teams and client contacts to deliver seamless execution, creative solutions, and a superior client experience.

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 client education and enrollment activities for individual life, health, and Medicare-related products
  • Assist clients in understanding coverage options, plan changes, and enrollment requirements
  • Serve as a liaison between clients, carriers, and internal teams to resolve questions and service issues
  • Provide claims assistance and follow-up support to ensure timely resolution and client satisfaction
  • Communicate clearly and professionally with clients, prospects, carrier representatives, and internal partners
Operational Excellence
  • Review, analyze, and interpret insurance policies, coverage documents, and regulatory materials with strong attention to detail
  • Prepare client correspondence, reports, and benefit-related documentation accurately and efficiently
  • Maintain organized records and documentation within agency systems and tools
  • Support assigned projects such as lead list management, reporting, marketing activities, and workflow support
  • Participate in phone and mail rotations, as applicable, to support team service coverage
Strategic Contribution
  • Support sales and retention efforts by delivering reliable, responsive service for existing accounts
  • Assist with interpreting annual plan changes and supporting enrollment periods
  • Contribute to continuous improvement by identifying opportunities to enhance service processes and client experience
  • Support team goals through collaboration, flexibility, and consistent follow-through

QUALIFICATIONS

What You BringRequired
  • Associate's degree or equivalent professional experience
  • Two to three years of experience in insurance, sales support, benefits administration, or customer service
  • Strong written and verbal communication skills with a client-focused mindset
  • Ability to read, analyze, and explain insurance policies, coverages, and related documentation
  • Proficiency with Microsoft Word, Excel, Outlook, and internet-based systems
  • Active state Life, Health & Accident insurance license (or ability to maintain)
  • Ability to obtain and maintain required certifications, including AHIP, carrier-specific certifications, and Marketplace certification
Preferred
  • Prior insurance agency experience
  • Experience supporting individual life, health, or Medicare products
  • Familiarity with agency management systems and basic marketing tools
Core Competencies
  • Detail orientation and accuracy
  • Accountability and follow-through
  • Collaborative mindset
  • Client-first thinkin

About the Company

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Alera Group