Account Support Representative

Alera Group’s Employee Benefits team helps employers design, implement, and support programs that care for people and strengthen organizations.

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.

Responsibilities

• Proposal and quoting support
  • Prepare, track, and support request for proposal (RFP) documents
  • Prepare census data and other client materials for quoting; quote coverage with carriers according to specifications provided by the agent or account executive
• Client and carrier service
  • Initiate and follow up with customers and insurance carriers regarding pending or existing coverage to resolve issues, answer questions, process changes, and provide claims assistance
  • Assist with enrollments
• Account administration and reporting
  • Prepare, process, review, and monitor key documents and reports, including renewal spreadsheets, benchmarking, claims reporting, and applications
  • Create and maintain agency management system records and activities to ensure timely follow-up
• Internal Coordination And Client Experience
  • Communicate regularly with the sales team regarding claims issues, enrollment and participation by line of coverage, and other pending account items; escalate complex or unresolved issues to the CSS team or carriers as needed
  • Support retention and client satisfaction efforts and help identify value-added product opportunities for existing clients and prospects
  • Implement and onboard client resources, including Zywave, AleraHR, and Alera Dashboard
• Projects and compliance
  • Handle assigned projects as requested (e.g., dependent audits, policy audits)
  • Maintain confidentiality of employee and employer data (HIPAA compliance)

Qualifications

Required

• Two to three years of data entry, administrative, or client service experience or equivalent combination of education and experience
• Strong communication and relationship management skills
• Ability to manage multiple priorities in a fast-paced environment

Preferred

• Associate’s degree in Business, Human Resources, or related field
• Experience in employee benefits, insurance agency, or TPA environment
• Familiarity with benefits administration and claims processes
• Proficiency in Microsoft Office and CRM or database systems
• Insurance license or ability to obtain

Core Competencies

• Detail orientation
• Accountability and follow-through
• Collaborative mindset
• Client-first thinking
• Strong organizational and problem-solving skills

Benefits

• Comprehensive benefits including medical, dental, vision, life, and disability coverage
• 401(k) retirement plan
• Generous paid time off (PTO)

Schedule

Hybrid – 3 or more days in office

Professional Development

Alera Group Academy provides structured development opportunities to help you expand your expertise and build a meaningful career, including:

• Role-specific learning paths
• Leadership development programs
• Technical and compliance training
• Industry certifications and continuing education support
• Peer learning and knowledge-sharing communities

Licensure & Certifications

This position may require:

• Active State Life & Health License
• Ongoing continuing education to maintain active status