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Health Insurance Agent - Bilingual Spanish

Alera Group

Brea, California

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JOB DETAILS
SKILLS
Academic Advice, Best Practices, Brokerage, Business Support, Co-Payments, Communication Skills, Compensation and Benefits, Competitive Analysis/Strategy, Customer Acquisition, Customer Experience, Customer Relationship Management (CRM) Systems, Customer Support/Service, Detail Oriented, Develop and Maintain Customers, Documentation, Employee Benefits, English Language, Health Education, Health Insurance, Health Plan Membership, High School Diploma, Insurance, Interpersonal Skills, Maintain Compliance, Multilingual, Organizational Skills, Problem Solving Skills, Property and Casualty Insurance, Record Keeping, Regulatory Compliance, Regulatory Requirements, Retention Programs, Retirement Plan, Sales, Sales Prospecting, Spanish Language, Team Player, Training/Teaching, Vision Plan
LOCATION
Brea, California
POSTED
Today
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 ImpactClient 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 BringRequired
  • 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 preferen

About the Company

A

Alera Group

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