Intern

About the role

Alera Group, founded in 2017, is one of the nation's leading independent insurance and financial services firms. We combine the strength of a national organization with the personalized service of local experts to help clients succeed across Employee Benefits, Property & Casualty Insurance, Retirement Plan Services, Wealth Services, and Human Capital Solutions.

As an Intern on our Employee Benefits team, you'll play an important role in delivering exceptional client service, building trusted relationships, and helping clients navigate the complexities of employee benefits.

Responsibilities

• Support Account Managers in servicing group benefit accounts
• Prepare for and attend employer open enrollment meetings
• Assist with creating benefit guides using Alera Group PowerPoint templates
• Support client and carrier meeting preparation as needed
• Maintain cooperative working relationships with clients, carrier partners, internal team members, and agency staff
• Help ensure client materials and enrollment information are organized, accurate, and ready for delivery
• Keep management systems and shared drives organized and up to date
• Compile employee census data and support benefit administration documentation
• Create deduction details for employer groups using Excel templates and calculations
• Put together small group proposals
• Maintain familiarity with carrier eligibility rules and COBRA regulations
• Support accurate documentation related to health, life, dental, vision, LTD, STD, and supplemental products
• Assist with transporting enrollment materials to and from renewal meetings as needed
• Attend and participate in team meetings
• Contribute to a responsive and organized client service experience
• Support renewal and open enrollment processes that help strengthen client relationships
• Use problem-solving, communication, and follow-through skills to support team success
• Help identify opportunities to improve efficiency, organization, and service delivery

Requirements

• High School Diploma or equivalent
• Ability to maintain cooperative working relationships with clients, carrier partners, internal teams, and agency staff
• Ability to run effective meetings using listening, reasoning, and clear communication skills
• Ability to retain knowledge, problem solve, and work independently
• Basic math computation skills, especially within Excel
• Proficiency with Microsoft Word, Excel, Outlook, and PowerPoint
• Ability to use the internet, carrier websites, and agency software programs
• Ability to operate standard office equipment including copier, scanner, fax, calculator, and telephone
• Ability to work at a fast pace with unscheduled interruptions
• Ability to sit for long periods of time
• Insured vehicle and legal eligibility to drive to client meetings

Qualifications

Preferred:

• 1 to 3 years of Employee Benefits or Human Resources related experience
• Knowledge of Health, Life, Dental, Vision, Long Term Disability, Short Term Disability, and supplemental products
• Familiarity with carrier eligibility rules and COBRA regulations
• Experience using Brokerage Builder
• Experience preparing employee census data, deduction details, proposals, and benefit guides
• Experience supporting open enrollment or renewal meetings
• Any combination of education, experience, and training that provides the required knowledge and abilities to perform the role

Skills

• Client-first service mindset
• Strong attention to detail
• Organization and follow-through
• Clear communication
• Problem solving
• Accountability
• Team collaboration
• Ability to manage multiple priorities
• Comfort working independently
• Professional judgment and discretion

Schedule

This position is Hybrid - 2 or less days in office, combining in-office and remote work based on business needs and manager expectations.