OVERVIEW
Claims & Risk Management Support Leader
Location: Hybrid in Wisconsin - multiple locations
About Alera Group
Founded in 2017, Alera Group is one of the nation's leading independent insurance and financial services firms. We combine the strength of a national organization with the personalized service and expertise of local teams to help clients succeed across Employee Benefits, Property & Casualty Insurance, Retirement Plan Services, Wealth Services, and Human Capital Solutions.
Why Join Alera Group?
- Collaborate with purpose - Work alongside colleagues who believe the best results come from strong partnerships, shared expertise, and supporting one another.
- Build your career - Expand your expertise through meaningful work, continuous learning, and opportunities across a growing national organization.
- Make an impact - Help businesses protect what matters most while delivering solutions that support their long-term success.
The Opportunity
At Alera Group, our Property & Casualty team partners with businesses to identify risks, protect assets, and deliver insurance solutions that support long-term success. As a Claims & Risk Management Support Leader, you will be responsible for the processes and operations related to the servicing of clients and their claims, and supervising two team members.
RESPONSIBILITIES
- Contact with clients, carriers & internal customers on a regular basis to serve as advocate, liaison, mediator and resource
- Coordinate with client/insured to assist with coverage issues
- Participate in presentations with clients and prospects as requested
- Lead and streamline claims, risk management, and client resource support operations to deliver a consistently high level of client service
- Supervise and mentor specialty team members while promoting collaboration, accountability, and professional growth
- Drive proactive service initiatives that deliver value and strengthen client relationships
- Partner with internal stakeholders to improve workflows, operational efficiency, and service consistency
- Support hiring, onboarding, training, and ongoing development of team members
- Conduct performance evaluations, provide coaching, and create development plans to enhance team effectiveness
- Lead team meetings, establish goals, and develop action plans that support departmental objectives
- Monitor adherence to established procedures, conduct operational reviews, and implement process improvements as needed
QUALIFICATIONS
Required Qualifications
- Associate degree or equivalent combination of education and related experience
- 2+ years of insurance, risk management, customer service, operations, or leadership experience
- Strong leadership, coaching, and team development skills
- Excellent communication and relationship-building abilities
- Ability to organize priorities, manage multiple responsibilities, and meet deadlines
- Strong analytical and problem-solving capabilities
- Proficiency with Microsoft Word, Excel, Outlook, and internet-based applications
- Knowledge of insurance terminology, coverages, policy forms, and client service practices
- State-specific insurance license or ability to obtain and maintain required licensure
Preferred Qualifications
- Previous experience in an insurance agency or brokerage environment
- Experience leading client service, claims, risk management, or operational support teams
- Familiarity with Applied Epic or other agency management systems
- Experience developing operational processes, workflows, and training programs
- Professional insurance designations or advanced industry training
Benefits
Eligible colleagues enjoy a comprehensive benefits package including:
- Medical, dental, and vision insurance
- Life and disability coverage
- 401(k)
- Generous paid time off
- Professional development and career growth opportunities
ADDITIONAL INFORMATION
Work Arrangement
This position is Hybrid
Travel Requirements: Occasional travel may be required to support office implementations, training, and collaboration with project teams.
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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Location Type
Hybrid - 3 or more days in office - Office UKG Work location