Account Support Representative

OVERVIEW

Account Support Representative - Employee Benefits
Location: Hybrid

At Alera Group, our Employee Benefits team helps employers design, implement, and support programs that care for people and strengthen organizations. We're seeking an Account Support Representative, Spending Accounts who will provide direct support in system setup and day-to-day service requests, ensuring a seamless client experience and operational accuracy.

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.

The Account Support Representative (ASR) is responsible for providing high-quality, responsive support to employer groups and their employees regarding group insurance benefits. This role serves as a key point of contact for routine service inquiries, assisting with eligibility, enrollment, claims questions, and policy administration while ensuring a positive client and employee experience.

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

Proposal and quoting support

• Prepare, track, and support request for proposal (RFP) documents
• Prepare census data and other client materials for quoting; quote coverage with carriers according to specifications provided by the agent or account executive

Client and carrier service

• Initiate and follow up with customers and insurance carriers regarding pending or existing coverage to resolve issues, answer questions, process changes, and provide claims assistance
• Assist with enrollments

Account administration and reporting

• Prepare, process, review, and monitor key documents and reports, including renewal spreadsheets, benchmarking, claims reporting, and applications
• Create and maintain agency management system records and activities to ensure timely follow-up

Internal coordination and client experience

• Communicate regularly with the sales team regarding claims issues, enrollment and participation by line of coverage, and other pending account items; escalate complex or unresolved issues to the CSS team or carriers as needed
• Support retention and client satisfaction efforts and help identify value-added product opportunities for existing clients and prospects
• Implement and onboard client resources, including Zywave, AleraHR, and Alera Dashboard

Projects and compliance

• Handle assigned projects as requested (e.g., dependent audits, policy audits)
• Maintain confidentiality of employee and employer data (HIPAA compliance)

QUALIFICATIONS

What You BringRequired

• Two to three years of data entry administrative or client service experience or equivalent combination of education and experience
• Strong communication and relationship management skills
• Ability to manage multiple priorities in a fast paced environment

Preferred

• Associate's degree in Business Human Resources or related field
• Experience in employee benefits insurance agency or TPA environment
• Familiarity with benefits administration and claims processes
• Proficiency in Microsoft Office and CRM or database systems
• Insurance license or ability to obtain

Core Competencies

• Detail orientation
• Accountability and follow through
• Collaborative mindset
• Client first thinking
• Strong organizational and problem solving skills

ADDITIONAL INFORMATION

Benefits:
Alera Group offers comprehensive benefits including medical, dental, vision, life and disability coverage, 401(k), generous PTO, and more.

Work Model:<