L&H Operations Assistant
About The Position
Alera Group is looking for a Life & Health Operations Assistant. 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 with 2+ years of related experience preferred; background in insurance agencies, sales support, customer service, and familiarity with insurance forms and terminology
- Proficiency in Word, Excel, Outlook, AgencyBloc, and general internet navigation
- WI Life, Health & Accident insurance license required, along with carrier-specific and Marketplace certifications
Responsibilities
- Process applications, follow up on missing information, assist with claims, handle customer service calls, support client education/enrollment, and maintain necessary supplies and materials
- Perform accurate data entry in AgencyBloc, oversee lead and client lists, audit systems for accuracy/compliance, and leverage the agency management system to improve efficiency
- Manage assigned projects, participate in meetings and trainings, support mail/phone rotations, and help develop strategies for online and telephonic enrollment
Benefits
- medical
- dental
- life and disability insurance
- 401k
- generous paid time off
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
Associate degree
Number of Employees
251-500 employees
