Account Support Representative

Alera Group•Monona, WI

4h•Onsite

About The Position

Alera Group is looking for a Account Support Representative to work with our Employee Benefits team. We are seeking highly motivated colleagues who bring experience and enthusiasm to our team – joining us may be the perfect fit for you! Alera Group was founded in 2017 and has grown to become the 14th 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.

Requirements

Associate’s degree in Human Resources, Business Administration, or related field (or equivalent combination of education and experience); 2+ years of related experience preferred. Insurance agency and sales experience a plus
Strong working knowledge of employee benefits administration; ability to read, analyze, and interpret insurance policies, coverages, documents, and regulations
Proficient in Microsoft Word, Excel, Outlook, and internet navigation; strong written and verbal communication skills with the ability to build rapport with clients, carriers, and internal teams
Active state Life, Health & Accident insurance license (or ability to obtain)

Nice To Haves

Insurance agency and sales experience

Responsibilities

Prepare, track, and manage client and carrier documentation including RFPs, census data, quotes, renewals, benchmarking, claims, and applications, ensuring accuracy and timeliness
Serve as a primary liaison between clients, insurance carriers, and the sales team to resolve coverage issues, support enrollments and claims, maintain accounts, and ensure high client satisfaction
Support sales and retention efforts by managing account activities in agency systems, onboarding value‑added resources, handling special projects, and staying current on industry trends and regulations