What are the responsibilities and job description for the Support Specialist position at Alera Group, Inc.?
Overview
Support Specialist – Employee Benefits, Individual L&H
Location - Onalaska, WI
At Alera Group, our Employee Benefits team helps employers design, implement, and support programs that care for people and strengthen organizations. We’re seeking a Support Specialist who will help maintain and strengthen client relationships through responsive service, proactive follow-up and client education.
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.
This role will work with our Individual Life & Health team, and focus on identifying and resolving issues quickly, coordinating with carriers and internal team and supporting renewal and enrollment activities to promote satisfaction, continuity of coverage and long-term client retention.
Why Alera Group
What You’ll Do / Your Impact
Client System Support Implementations
What You Bring
Required
Benefits -
Alera Group offers comprehensive benefits including medical, dental, vision, life and disability coverage, 401(k), generous PTO, and more.
Work Model -
This role is In-Office
Professional Development – Alera Group Academy
At Alera Group, growth isn’t left to chance. Through Alera Group Academy, we provide structured development opportunities designed to help you expand your expertise and build a meaningful career.
You’ll have access to -
Licensure & Certifications
This position requires -
Alera Group is committed to protecting your privacy. Please review our Privacy Policy to understand what personal information we may collect and use as part of your application process.
Hybrid - 3 or more days in office - Office UKG Work location
Support Specialist – Employee Benefits, Individual L&H
Location - Onalaska, WI
At Alera Group, our Employee Benefits team helps employers design, implement, and support programs that care for people and strengthen organizations. We’re seeking a Support Specialist who will help maintain and strengthen client relationships through responsive service, proactive follow-up and client education.
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.
This role will work with our Individual Life & Health team, and focus on identifying and resolving issues quickly, coordinating with carriers and internal team and supporting renewal and enrollment activities to promote satisfaction, continuity of coverage and long-term client retention.
Why Alera Group
- Make an Impact - Your work supports businesses and individuals in protecting what matters most.
- Grow With Us - We invest in development, mentorship, and long-term career growth.
- The Collaborative Way - We believe in accountability, teamwork, and shared success across all offices and lines of business.
- National Strength. Local Heart - Scale, resources, and expertise — with relationships that feel personal.
What You’ll Do / Your Impact
Client System Support Implementations
- Conduct client education and enrollment activities
- Interpret annual plan changes for health insurance and Medicare; assist clients with enrollment as needed
- Provide claims assistance and support issue resolution for clients
- Serve as a liaison between clients, prospects, carriers, and internal teams
- Respond to client inquiries and troubleshoot issues
- Coordinate follow-up across multiple carrier partners
- Read and interpret insurance policies, coverage documents, and regulations
- Prepare reports, correspondence, and benefit-related documentation
- Maintain accuracy and attention to detail in all client records
- Support reporting activities and ensure consistent documentation practices
- Support assigned projects, including managing lead lists
- Assist with marketing initiatives and outreach efforts
- Contribute to client retention through proactive service and follow-up
What You Bring
Required
- 2–3 years of related experience in client service, insurance, or benefits administration (or equivalent combination of education and experience)
- Strong customer service and communication skills
- Ability to explain complex benefit information in a clear, simple manner
- Strong organizational skills and attention to detail
- Ability to manage multiple priorities and high call/email volume
- Associate degree preferred
- Insurance agency or sales support experience
- Knowledge of insurance terminology, forms, and processes
- Experience with Microsoft Office (Word, Excel, Outlook), AgencyBloc, and CRM systems
- Client-first mindset
- Strong communication and interpersonal skills
- Detail orientation and accuracy
- Accountability and follow-through
- Ability to multitask in a fast-paced environment
- Problem-solving and critical thinking skills
Benefits -
Alera Group offers comprehensive benefits including medical, dental, vision, life and disability coverage, 401(k), generous PTO, and more.
Work Model -
This role is In-Office
Professional Development – Alera Group Academy
At Alera Group, growth isn’t left to chance. Through Alera Group Academy, we provide structured development opportunities designed to help you expand your expertise and build a meaningful career.
You’ll have access to -
- 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 requires -
- Active State Life & Health License
- Ongoing continuing education to maintain active status
Alera Group is committed to protecting your privacy. Please review our Privacy Policy to understand what personal information we may collect and use as part of your application process.
- Office
Hybrid - 3 or more days in office - Office UKG Work location