Account Support Representative

Overview

Alera Group is looking for an Employee Benefits Account Support Representative. We are seeking highly motivated colleagues who bring experience and enthusiasm to our team - joining us may be the perfect fit for you! This position could be located in one of the following offices - Appleton, Green Bay, Madison, Onalaska, Waukesha.

Alera Group was founded in 2017 and has grown to become the 15th largest broker of US business. We are passionate about our clients’ success in the areas of Employee Benefits, Property and Casualty Insurance, Retirement Plan Services, and Wealth Services. With a network of offices nationwide, our commitment to collaboration allows us to offer national resources combined with local service.

Responsibilities

• Prepare and track RFP documents, census data, renewal spreadsheets, benchmarking reports, claims records, and other client materials with accuracy and timeliness.
• Manage quoting process by securing coverage from carriers based on agent specifications and ensuring compliance with client needs.
• Serve as liaison between clients, prospects, carriers, and internal teams; resolve issues, answer questions, and provide claims and enrollment assistance.
• Partner with sales agents on retention, client satisfaction, and growth by identifying value-added product opportunities and onboarding resources such as Zywave, AleraHR, and Alera Dashboard.
• Maintain accurate records in the agency management system, ensuring follow-up activities and documentation are complete and current.
• Support client communication by monitoring enrollment levels, claims issues, and participation by coverage line, escalating matters as needed.
• Pursue ongoing professional development by attending sales meetings, seminars, and training to remain informed on industry trends, products, and regulations.
  
  

Qualifications

• Associate’s degree in Human Resources, Business Administration, or related field; 2-3 years of relevant experience or equivalent combination of education and training preferred.
• Prior insurance agency or sales experience, along with employee benefits knowledge and administration, strongly preferred.
• State-specific Life, Health & Accident insurance license required.
• Proficiency in Microsoft Word, Excel, Outlook, and strong internet navigation skills required.
• Ability to read, analyze, and interpret insurance policies, coverage documents, and regulations with accuracy and attention to detail.
• Skilled in preparing reports, business correspondence, and benefit-related documentation.
• Strong communication skills to establish rapport, present information clearly, and respond effectively to leaders, clients, customers, and carrier representatives.
  
  

Additional Information

This job is expected to be performed on-site in the office.

Alera Group offers comprehensive benefits to our colleagues, including medical, dental, life and disability insurance, 401k, generous paid time off and much more.

Hourly range is $26 to $30 per hour.

We're an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status, or any other protected class.

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.

Location Type

In-Office