Health Insurance Agent - Bilingual Spanish

OVERVIEW

Insurance Agent - Employee Benefits

Remote | Preference for PST MST time zones (Select the primary work model: Remote / Hybrid / On-site- Add any relevant qualifiers: Time zone, city, regional preference, or collaboration needs

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 Insurance Agent 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 & Service Excellence

• Partner with clients to deliver employee benefits programs that meet individual and organizational needs
• Provide education and guidance on health dental vision and supplemental insurance options
• Respond to client and employee inquiries with clear accurate information across phone online and in person channels
• Explain key insurance concepts including deductibles co pays out of pocket maximums and subsidy eligibility

Operational & Compliance Excellence

• Administer benefits enrollment processes including new enrollments updates and record maintenance
• Maintain accurate client documentation in CRM systems and enrollment platforms
• Ensure compliance with applicable regulations and internal processes
• Collaborate with carriers internal teams and third party systems to ensure accuracy and efficiency

Growth & Retention

• Support new business initiatives by engaging prospective and existing clients
• Identify opportunities to improve client experience and strengthen long term relationships
• Contribute to team performance by sharing knowledge best practices and supporting service improvements

QUALIFICATIONS

What You Bring

Required

• Bilingual in Spanish and English both written and verbal
• One plus years of experience in sales customer service or a related field
• Understanding of health insurance plans and enrollment processes
• Strong client service orientation and ability to manage multiple interactions
• Excellent communication and interpersonal skills

Preferred

• High school diploma or equivalent with additional coursework a plus
• Experience using CRM systems and platforms such as Covered California
• Comfort using Google Workspace and digital systems

Core Competencies

• Attention to detail and organizational skills
• Strong communication and client engagement
• Problem solving and ability to explain complex information clearly
• Ability to work in a fast paced environment and manage competing priorities
• Collaborative mindset and team oriented approach

ADDITIONAL INFORMATION

Compensation:

Hourly range: $20 - $24 per hour

Eligible for performance-based bonus: [Yes/No - if applicable]

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 / Hybrid / Remote]

[Add time zone or location preferences if needed]

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 (If Applicable)

This position may require:

• Active [State Life & Health License / Property & Casualty License / Series 6/7/65/66 / etc.]

• Ability to obtain required licensure within [X] months of hire

• 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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Location Type

In-Office