Support Leader

OVERVIEW

Support Specialist - Employee Benefits, Individual L&H
Location: Onalaska, WI

At Alera Group, our Employee Benefits team helps employers design, implement, and support programs that care for people and strengthen organizations. We're seeking a Support Specialist who will help maintain and strengthen client relationships through responsive service, proactive follow-up and client education.

About Alera Group

Founded in 2017, Alera Group has grown to become the 14th largest broker of U.S. business. We serve clients across Employee Benefits, Property & Casualty Insurance, and Financial Services. With offices nationwide, we combine national strength with local service through a deeply collaborative approach.



This role will work with our Individual Life & Health team, and focus on identifying and resolving issues quickly, coordinating with carriers and internal team and supporting renewal and enrollment activities to promote satisfaction, continuity of coverage and long-term client retention.



Why Alera Group

• Make an Impact: Your work supports businesses and individuals in protecting what matters most.

• Grow With Us: We invest in development, mentorship, and long-term career growth.

• The Collaborative Way: We believe in accountability, teamwork, and shared success across all offices and lines of business.

• National Strength. Local Heart: Scale, resources, and expertise - with relationships that feel personal.

RESPONSIBILITIES

What You'll Do / Your ImpactClient System Support Implementations

• Conduct client education and enrollment activities
• Interpret annual plan changes for health insurance and Medicare; assist clients with enrollment as needed
• Provide claims assistance and support issue resolution for clients

Liaison & Issue Resolution

• Serve as a liaison between clients, prospects, carriers, and internal teams
• Respond to client inquiries and troubleshoot issues
• Coordinate follow-up across multiple carrier partners

Operational Excellence

• Read and interpret insurance policies, coverage documents, and regulations
• Prepare reports, correspondence, and benefit-related documentation
• Maintain accuracy and attention to detail in all client records
• Support reporting activities and ensure consistent documentation practices

Strategic Contribution

• Support assigned projects, including managing lead lists
• Assist with marketing initiatives and outreach efforts
• Contribute to client retention through proactive service and follow-up

QUALIFICATIONS

What You Bring
Required

• 2-3 years of related experience in client service, insurance, or benefits administration (or equivalent combination of education and experience)
• Strong customer service and communication skills
• Ability to explain complex benefit information in a clear, simple manner
• Strong organizational skills and attention to detail
• Ability to manage multiple priorities and high call/email volume

Preferred

• Associate degree preferred
• Insurance agency or sales support experience
• Knowledge of insurance terminology, forms, and processes
• Experience with Microsoft Office (Word, Excel, Outlook), AgencyBloc, and CRM systems

Core Competencies

• Client-first mindset
• Strong communication and interpersonal skills
• Detail orientation and accuracy
• Accountability and follow-through
• Ability to multitask in a fast-paced environment
• Problem-solving and critical thinking skills

ADDITIONAL INFORMATION

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
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
  
• Lead