OVERVIEWSmall Group Account Specialist - Employee BenefitsLocation: Hybrid
At
Alera Group, our Employee Benefits team helps employers design, deliver, and manage benefits programs that support and protect their workforce. We're seeking a
Small Group Account Specialist who will support client service excellence, operational accuracy, and a collaborative team environment.
About Alera GroupAlera Group is one of the largest independent insurance and financial services firms in the United States. We serve clients across Employee Benefits, Property & Casualty Insurance, and Financial Services, combining national strength with local service through a deeply collaborative approach.
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
RESPONSIBILITIESWhat You'll Do / Your ImpactClient Partnership & Risk Strategy- Support clients with coverage placement, renewals, claims coordination, and policy analysis
- Collaborate with carriers, underwriters, and internal partners to ensure accurate and timely service
- Contribute to client retention efforts and support opportunities for account growth
Operational Excellence- Maintain accurate and complete documentation in the agency management system
- Ensure compliance, data integrity, and policy accuracy across all client files
- Support audits, reporting, and other operational processes as needed
Strategic Contribution- Identify coverage gaps or process improvements that strengthen client service delivery
- Partner with team members on new business initiatives and strategic projects
- Demonstrate proactive problem-solving and a client-first approach
QUALIFICATIONSWhat You BringRequired- At least one year of experience as a Benefits Coordinator or equivalent
- Life and Health Insurance State License (Alera Group will support obtaining or maintaining licensing as needed)
- Experience working with insurance carriers and/or insurance brokerage firms
- Working knowledge of Health and Welfare plans and ancillary benefits (Life, Disability, Dental, Vision, etc.)
- Strong understanding of regulations relating to health and welfare plans
- Excellent written and verbal communication skills
- Ability to set priorities, work independently, and take ownership of outcomes
- Strong judgment, accountability, and willingness to assume responsibility
- Proficiency in Word, Excel (including creating and verifying spreadsheets), and PowerPoint
- Exceptional relationship-management and customer-service skills
PreferredCore Competencies- Detail orientation
- Accountability and follow-through
- Collaborative mindset
- Client-first thinking
- Strong problem-solving abilities
- High degree of professionalism
ADDITIONAL INFORMATIONCompensation:Salary range: $65,000 - $75,000 per year
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
HybridProfessional Development - Alera Group AcademyAt 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, weBBT