Small Group Account Specialist

Alera Group•Deerfield, IL

3d•$65,000 - $75,000•Hybrid

About The Position

Small Group Account Specialist – Employee Benefits Location: Hybrid At Alera Group, our Employee Benefits team helps employers design, deliver, and manage benefits programs that support and protect their workforce. We’re seeking a Small Group Account Specialist who will support client service excellence, operational accuracy, and a collaborative team environment. About Alera Group Alera Group is one of the largest independent insurance and financial services firms in the United States. We serve clients across Employee Benefits, Property & Casualty Insurance, and Financial Services, combining national strength with local service through a deeply collaborative approach. 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

At least one year of experience as a Benefits Coordinator or equivalent
Life and Health Insurance State License (Alera Group will support obtaining or maintaining licensing as needed)
Experience working with insurance carriers and/or insurance brokerage firms
Working knowledge of Health and Welfare plans and ancillary benefits (Life, Disability, Dental, Vision, etc.)
Strong understanding of regulations relating to health and welfare plans
Excellent written and verbal communication skills
Ability to set priorities, work independently, and take ownership of outcomes
Strong judgment, accountability, and willingness to assume responsibility
Proficiency in Word, Excel (including creating and verifying spreadsheets), and PowerPoint
Exceptional relationship‑management and customer‑service skills

Nice To Haves

Bachelor’s Degree
Detail orientation
Accountability and follow‑through
Collaborative mindset
Client‑first thinking
Strong problem‑solving abilities
High degree of professionalism

Responsibilities

Support clients with coverage placement, renewals, claims coordination, and policy analysis
Collaborate with carriers, underwriters, and internal partners to ensure accurate and timely service
Contribute to client retention efforts and support opportunities for account growth
Maintain accurate and complete documentation in the agency management system
Ensure compliance, data integrity, and policy accuracy across all client files
Support audits, reporting, and other operational processes as needed
Identify coverage gaps or process improvements that strengthen client service delivery
Partner with team members on new business initiatives and strategic projects
Demonstrate proactive problem‑solving and a client‑first approach