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Alera Group, Inc. · 3 months ago

Account Support Representative

Onalaska, Wisconsin

Full-time

Onsite

Entry Level

2+ years exp

Alera Group, Inc. is seeking a highly motivated Employee Benefits Account Support Representative to join their team. The role involves managing client communications, preparing RFP documents, and ensuring compliance with client needs while supporting sales agents to enhance client satisfaction and growth.

Employee BenefitsFinancial ServicesInsuranceRisk Management

Responsibilities

Prepare and track RFP documents, census data, renewal spreadsheets, benchmarking reports, claims records, and other client materials with accuracy and timeliness

Manage quoting process by securing coverage from carriers based on agent specifications and ensuring compliance with client needs

Serve as liaison between clients, prospects, carriers, and internal teams; resolve issues, answer questions, and provide claims and enrollment assistance

Partner with sales agents on retention, client satisfaction, and growth by identifying value-added product opportunities and onboarding resources such as Zywave, AleraHR, and Alera Dashboard

Maintain accurate records in the agency management system, ensuring follow-up activities and documentation are complete and current

Support client communication by monitoring enrollment levels, claims issues, and participation by coverage line, escalating matters as needed

Pursue ongoing professional development by attending sales meetings, seminars, and training to remain informed on industry trends, products, and regulations

Qualification

LifeHealth & Accident licenseEmployee benefits knowledgeMicrosoft WordMicrosoft ExcelMicrosoft OutlookReport preparationCommunication skillsAttention to detail

Required

Associate's degree in Human Resources, Business Administration, or related field; 2–3 years of relevant experience or equivalent combination of education and training preferred

State-specific Life, Health & Accident insurance license required

Proficiency in Microsoft Word, Excel, Outlook, and strong internet navigation skills required

Ability to read, analyze, and interpret insurance policies, coverage documents, and regulations with accuracy and attention to detail

Skilled in preparing reports, business correspondence, and benefit-related documentation

Strong communication skills to establish rapport, present information clearly, and respond effectively to leaders, clients, customers, and carrier representatives

Preferred

Prior insurance agency or sales experience, along with employee benefits knowledge and administration, strongly preferred

Company

Alera Group, Inc.

Alera Group is a growing leader, reimagining the complex risk management, insurance and financial services delivery experience through intentional collaboration connecting clients to holistic solutions that protect and grow all they value most.

Founded in 2017

Deerfield, Illinois, USA

1001-5000 employees