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 Accounting 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 Founded in 2017, Alera Group has grown to become the 14th largest broker of U.S. business. We are passionate about our clients' success in Employee Benefits, Property & Casualty Insurance, Retirement Plan Services, and Wealth Services. With offices nationwide, our collaborative approach allows us to deliver national strength 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 Impact
Client Partnership and Service Excellence
Support internal teams by ensuring accurate and timely accounting operations
Respond to inquiries to support smooth financial processes
Maintain organized financial documentation and records
Operational and Compliance Excellence
Enter financial data including invoices, accounts payable, accounts receivable, journal entries, and expenses
Reconcile bank statements, credit card transactions, and financial records
Verify, code, and process vendor invoices
Support premium collections and payment reconciliation
Monitor and track departmental expenses
Prepare basic financial reports under senior guidance
Assist with internal and external audit requests
Maintain compliance with accounting standards and internal controls
Organize and maintain financial files and supporting documentation
Identify and recommend opportunities for process improvement
Use accounting software and tools to complete daily tasks efficiently
Growth and Retention
Support improvements to financial processes and workflows
Partner with colleagues across finance and cross-functional teams to support accurate operations
QUALIFICATIONS
What You Bring
Required
High school diploma or equivalent
Strong attention to detail and accuracy
Ability to manage multiple tasks and meet deadlines
Proficiency in Microsoft Office, including Excel, Outlook, Word, and Teams
Familiarity with accounting systems and basic financial concepts
Strong communication and organizational skills
Ability to maintain confidentiality and demonstrate integrity
Preferred
Associate or bachelor's degree in accounting, finance, or related field
Prior accounting or finance experience, ideally within the insurance industry
Analytical skills to identify discrepancies or trends
Experience supporting audits or financial reviews
Core Competencies
Detail-oriented with strong accuracy
Problem-solving and analytical thinking
Ability to prioritize and follow through independently
Collaborative mindset
Strong customer-service orientation
ADDITIONAL INFORMATION
Compensation: Salary range: $60,000 - $80,000 per year
Benefits: Alera Group offers comprehensive benefits including medical, dental, vision, life and disability coverage, 401(k), generous PTO, and more.