Support Specialist jobs in United States
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Alera Group, Inc. · 4 hours ago

Support Specialist

Alera Group is looking for a Support Specialist. This role involves processing applications, assisting with claims, and providing customer service support, while also managing data entry and project assignments.

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

Qualification

AgencyBlocWI LifeHealth & Accident licenseWordExcelOutlookCustomer serviceData entryInsurance terminology

Required

Associate's degree with 2+ years of related experience; 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

Benefits

Medical
Dental
Life and disability insurance
401k
Generous paid time off
Much more

Company

Alera Group, Inc.

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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.

Funding

Current Stage
Late Stage
Total Funding
$1.1B
Key Investors
Bank of MontrealGenstar Capital
2025-05-01Debt Financing· $1B
2023-04-12Private Equity· $100M
2017-01-04Private Equity

Leadership Team

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Jim Blue
Chief Executive Officer
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Alan Levitz
Executive Chairman
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Company data provided by crunchbase