Small Group Account Specialist

🌍 Remote, USA 🎯 Full-time 🕐 Posted Recently

Job Description

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

Alera Group is a growing leader, reimagining the complex risk management, insurance and financial services delivery experience through intentional collaboration connecting clients to holistic solutions that protect and grow all they value most. It was founded in 2017, and is headquartered in Deerfield, Illinois, USA, with a workforce of 1001-5000 employees. Its website is http://aleragroup.com.

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