Small Group Account Specialist
Alera Group is one of the largest independent insurance and financial services firms in the United States. They are seeking a Small Group Account Specialist to support client service excellence, operational accuracy, and a collaborative team environment by assisting clients with coverage placement, renewals, and policy analysis.
Responsibilities
- 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
- 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
- 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
Skills
- 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
- Bachelor's Degree
Benefits
- Medical, dental, vision, life and disability coverage
- 401(k)
- Generous PTO
- Role-specific learning paths
- Leadership development programs
- Technical and compliance training
- Industry certifications and continuing education support
- Peer learning and knowledge-sharing communities
Company Overview