Accounting Specialist
About The Position
At Alera Group, our Employee Benefits teams help organizations attract, retain, and engage their workforce through creative, compliant, and competitive benefits strategies. We’re seeking a Accounting Specialist who will make a meaningful impact by delivering proactive client service, thoughtful benefits strategy, and a high-touch experience for both clients and employees. About Alera Group Founded in 2017, Alera Group has grown to become the 14th largest broker of U.S. business. We are passionate about our clients’ success in Employee Benefits, Property & Casualty Insurance, Retirement Plan Services, and Wealth Services. With offices nationwide, our collaborative approach allows us to deliver national strength with local service. This role supports clients by ensuring benefits programs are administered accurately, aligned with strategic objectives, and compliant with all regulatory requirements. You’ll partner with internal teams and client contacts to deliver seamless execution, creative solutions, and a superior client experience. Why Alera Group Meaningful Impact: Help clients and employees navigate benefits programs that drive retention, engagement, and satisfaction Growth & Learning: Opportunities to deepen your expertise and gain exposure to a variety of clients and industries Collaborative Culture: Work in a team-oriented environment that values accountability, partnership, and the principles of The Collaborative Way
Requirements
- High school diploma or equivalent
- Strong attention to detail and accuracy
- Ability to manage multiple tasks and meet deadlines
- Proficiency in Microsoft Office, including Excel, Outlook, Word, and Teams
- Familiarity with accounting systems and basic financial concepts
- Strong communication and organizational skills
- Ability to maintain confidentiality and demonstrate integrity
Nice To Haves
- Associate or bachelor’s degree in accounting, finance, or related field
- Prior accounting or finance experience, ideally within the insurance industry
- Analytical skills to identify discrepancies or trends
- Experience supporting audits or financial reviews
Responsibilities
- Support internal teams by ensuring accurate and timely accounting operations
- Respond to inquiries to support smooth financial processes
- Maintain organized financial documentation and records
- Enter financial data including invoices, accounts payable, accounts receivable, journal entries, and expenses
- Reconcile bank statements, credit card transactions, and financial records
- Verify, code, and process vendor invoices
- Support premium collections and payment reconciliation
- Monitor and track departmental expenses
- Prepare basic financial reports under senior guidance
- Assist with internal and external audit requests
- Maintain compliance with accounting standards and internal controls
- Organize and maintain financial files and supporting documentation
- Identify and recommend opportunities for process improvement
- Use accounting software and tools to complete daily tasks efficiently
- Support improvements to financial processes and workflows
- Partner with colleagues across finance and cross-functional teams to support accurate operations
Benefits
- Alera Group offers comprehensive benefits including medical, dental, vision, life and disability coverage, 401(k), generous PTO, and more.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
