Legal Entity & Carrier Consolidation Specialist

Alera Group•UNAVAILABLE, UNAVAILABLE

5h•Remote

About The Position

Alera Group is seeking a Legal Entity & Carrier Consolidation Specialist to support enterprise transformation across Employee Benefits (EB) and Property & Casualty (P&C). The specialist takes hands-on ownership of carrier and legal entity consolidation activities, from gathering information and preparing documentation to resolving exceptions and confirming completion. This work helps protect client service, carrier access, and commission continuity as offices and operations are brought together. The role involves researching carrier relationships and operational dependencies; coordinating carrier forms, appointment materials, banking documentation, legal documents, and related submissions; and partnering with local offices, carriers, and internal teams. The position is remote, with occasional travel potentially required for office implementations, training, and collaboration with project teams.

Requirements

Bachelor's degree in Business, Insurance, Finance, Legal Studies, or a related field, or equivalent professional experience.
At least 5 years of experience in insurance brokerage operations, carrier contracting, licensing, legal entity administration, compliance, commission accounting, M&A integration, or a related field.
Working knowledge of Employee Benefits and/or Property & Casualty carrier structures, agency appointments, broker codes, licensing requirements, banking processes, and commission administration.
Demonstrated experience managing documentation-intensive projects involving multiple stakeholders and deadlines.
Proficiency with Microsoft 365 applications and structured project management or work tracking tools.
Strong organizational skills, exceptional attention to detail, and accurate recordkeeping.
Excellent verbal and written communication skills.
Ability to work independently in a fast-paced environment and collaborate effectively across teams and time zones.

Nice To Haves

Experience supporting merger, acquisition, integration, or transformation initiatives.
Experience working with Monday.com or similar project management platforms.
Knowledge of carrier contracting, entity licensing, state insurance regulations, and Department of Insurance requirements.
Experience supporting commission accounting, EFT transitions, or banking change management initiatives.
Understanding of broker management systems and carrier portal administration.
Proven ability to identify and resolve operational issues while balancing business needs, compliance requirements, and service continuity.

Responsibilities

Execute assigned legal entity and carrier consolidation projects from discovery and data gathering through implementation, validation, and completion.
Research and identify carrier relationships, broker codes, carrier contracts, banking arrangements, licensing requirements, and operational dependencies.
Prepare, review, and coordinate carrier forms, appointment materials, EFT documentation, broker code updates, legal documents, and related submissions.
Partner with local offices, carrier representatives, Legal, Licensing, Finance, Treasury, Accounting, and external partners to support consolidation activities.
Manage carrier appointment updates, contract administration, licensing dependencies, banking changes, and carrier-specific operational requirements.
Serve as the day-to-day operational contact for assigned consolidation efforts and provide guidance, support, and status updates to stakeholders.
Maintain accurate records, documentation, milestones, risks, and completion evidence in approved project management and tracking systems.
Identify process improvement opportunities and contribute to scalable procedures, templates, documentation, and best practices.