Inside Sales Representative

Alera Group is looking for an Inside Sales Representative to join our growing team. We’re seeking a motivated, relationship-driven claims professional who brings both experience and a proactive, client-first approach to their work. If you enjoy advocating for clients, navigating complex claims situations, improving processes, and being part of a collaborative, growth-focused organization, this could be a great fit.

Alera Group was founded in 2017, and has grown to become one of the largest privately held insurance brokerage and financial services firms in the U.S. We’re passionate about helping our clients succeed across Property & Casualty, Employee Benefits, Retirement Plan Services, and Wealth Services. With offices nationwide, we offer the best of both worlds — national scale and resources paired with local expertise and personalized service.

• Responsible for managing a pipeline of leads and converting them into Capstone customers.
• Identify and develop relationships directly with key decision makers.
• Build your knowledge and understanding of the insurance industry, learn how to effectively convert a prospect into a long-term client.
• Deliver consistent new meeting activity that meets and exceeds quarterly targets.
• Leverage existing relationships via referrals to generate new prospect opportunities.
• Maintain excellent activity records in CRM that produce accurate reports and forecasts each month.

• Bachelor’s degree, preferred.
• Proven B2B sales and/or business development experience preferred.
• Competitiveness and self-drive required.
• Experience selling to functional leadership in Finance, Human Resources Operations, or within the C-Suite preferred.
• Ability to identify the highest-potential target markets.
• Proficient with Microsoft Office Suite and CRM systems; preferably Salesforce.

Compensation:
Salary range: $50,000 – $110,000 per year, based on experience.
Eligible for performance-based bonus: Yes

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 on-site in the office as agreed with the manager.

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 Property & Casualty License

• 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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