Small Group Account Specialist
Alera Group is looking for an Employee Benefits Small Group Account Specialist. This role focuses on building client relationships, supporting new business efforts, and maintaining accurate documentation to ensure a seamless client experience.
Responsibilities
- Serve as a dedicated client advocate by building strong relationships, owning service plans, presenting renewals and enrollment materials, and recommending strategies that align with each client’s needs and long-term goals
- Support new business and retention efforts by preparing RFPs, proposals, and underwriting submissions; coordinating contract and compliance reviews; and collaborating across internal teams for a seamless client experience
- Maintain accurate system documentation, uphold licensing and continuing education requirements, and foster productive carrier relationships to stay current on products and underwriting practices
Skills
- Minimum 1 year of experience as a Benefits Coordinator (or equivalent) in an insurance carrier or brokerage environment
- Active Life & Health license required (with support available for obtaining/advancing licensing and education)
- Strong working knowledge of Health & Welfare plans and ancillary coverages including Life, STD/LTD, Dental, and Vision
- Bachelor's degree preferred
Benefits
- Medical
- Dental
- Life and disability insurance
- 401k
- Generous paid time off
Company Overview