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
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