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Alera Group, Inc. · 3 weeks ago

L&H Operations Assistant

Onalaska, WI

Full-time

Onsite

Entry Level

$60K/yr - $65K/yr

2+ years exp

Alera Group is looking for a Life & Health Operations Assistant to join their team. This role involves processing applications, assisting with claims, and providing customer service support while managing projects and improving operational efficiency.

Employee BenefitsFinancial ServicesInsuranceRisk Management

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

Qualification

WI LifeHealth & Accident licenseAgencyBloc proficiencyWord proficiencyExcel proficiencyOutlook proficiencyCustomer serviceInsurance terminologySales support

Required

Proficiency in Word, Excel, Outlook, AgencyBloc, and general internet navigation

WI Life, Health & Accident insurance license required, along with carrier-specific and Marketplace certifications

Preferred

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

Benefits

Medical

Dental

Life and disability insurance

401k

Generous paid time off

And much more

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