Support Specialist
Alera Group
Onalaska, Wisconsin
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JOB DETAILS
JOB TYPE
Full-time
SKILLS
Brokerage, Business Support, Call Volume, Communication Skills, Compensation and Benefits, Customer Relations, Customer Relationship Management (CRM) Systems, Customer Retention/Renewal, Customer Support/Service, Detail Oriented, Develop and Maintain Customers, Documentation, Employee Benefits, Financial Services, Follow Through, Health Insurance, Identify Issues, Insurance, Insurance Sales, Interpersonal Skills, Leadership, Marketing, Medicare, Mentoring, Microsoft Excel, Microsoft Office, Microsoft Outlook, Microsoft Word, Multitasking, Organizational Skills, Prepare Correspondence, Problem Solving Skills, Property and Casualty Insurance, Regulations, Reporting Skills, Sales Support, Systems Administration/Management, Team Player, Training/Teaching
LOCATION
Onalaska, Wisconsin
POSTED
1 day ago
Support Specialist – Employee Benefits, Individual L&H
Location: Onalaska, WI
At Alera Group, our Employee Benefits team helps employers design, implement, and support programs that care for people and strengthen organizations. We’re seeking a Support Specialist who will help maintain and strengthen client relationships through responsive service, proactive follow-up and client education.
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.
This role will work with our Individual Life & Health team, and focus on identifying and resolving issues quickly, coordinating with carriers and internal team and supporting renewal and enrollment activities to promote satisfaction, continuity of coverage and long-term client retention.
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
Client System Support Implementations
- Conduct client education and enrollment activities
- Interpret annual plan changes for health insurance and Medicare; assist clients with enrollment as needed
- Provide claims assistance and support issue resolution for clients
Liaison & Issue Resolution
- Serve as a liaison between clients, prospects, carriers, and internal teams
- Respond to client inquiries and troubleshoot issues
- Coordinate follow-up across multiple carrier partners
Operational Excellence
- Read and interpret insurance policies, coverage documents, and regulations
- Prepare reports, correspondence, and benefit-related documentation
- Maintain accuracy and attention to detail in all client records
- Support reporting activities and ensure consistent documentation practices
Strategic Contribution
- Support assigned projects, including managing lead lists
- Assist with marketing initiatives and outreach efforts
- Contribute to client retention through proactive service and follow-up
What You Bring
Required
- 2–3 years of related experience in client service, insurance, or benefits administration (or equivalent combination of education and experience)
- Strong customer service and communication skills
- Ability to explain complex benefit information in a clear, simple manner
- Strong organizational skills and attention to detail
- Ability to manage multiple priorities and high call/email volume
Preferred
- Associate degree preferred
- Insurance agency or sales support experience
- Knowledge of insurance terminology, forms, and processes
- Experience with Microsoft Office (Word, Excel, Outlook), AgencyBloc, and CRM systems
Core Competencies
- Client-first mindset
- Strong communication and interpersonal skills
- Detail orientation and accuracy
- Accountability and follow-through
- Ability to multitask in a fast-paced environment
- Problem-solving and critical thinking skills
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 In-Office
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 requires:
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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Alera Group
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