Small Group Account Specialist

Alera Group is one of the largest independent insurance and financial services firms in the United States. They are seeking a Small Group Account Specialist to support client service excellence, operational accuracy, and a collaborative team environment by assisting clients with coverage placement, renewals, and policy analysis.

Responsibilities

• 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
• 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
• 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

Skills

• 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
• Bachelor's Degree

Benefits

• Medical, dental, vision, life and disability coverage
• 401(k)
• Generous PTO
• Role-specific learning paths
• Leadership development programs
• Technical and compliance training
• Industry certifications and continuing education support
• Peer learning and knowledge-sharing communities

Company Overview