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Account Support Representative

Dickerson Group, Monona, Wisconsin, United States

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OVERVIEW Alera Group is looking for a Account Support Representative to work with our Employee Benefits team. We are seeking highly motivated colleagues who bring experience and enthusiasm to our team – joining us may be the perfect fit for you!

Alera Group was founded in 2017 and has grown to become the 14th largest broker of US business. We are passionate about our clients’ success in the areas of Employee Benefits, Property and Casualty Insurance, Retirement Plan Services, and Wealth Services. With a network of offices nationwide, our commitment to collaboration allows us to offer national resources combined with local service.

RESPONSIBILITIES

Prepare, track, and manage client and carrier documentation including RFPs, census data, quotes, renewals, benchmarking, claims, and applications, ensuring accuracy and timeliness

Serve as a primary liaison between clients, insurance carriers, and the sales team to resolve coverage issues, support enrollments and claims, maintain accounts, and ensure high client satisfaction

Support sales and retention efforts by managing account activities in agency systems, onboarding value-added resources, handling special projects, and staying current on industry trends and regulations

QUALIFICATIONS

Associate’s degree in Human Resources, Business Administration, or related field (or equivalent combination of education and experience); 2+ years of related experience preferred. Insurance agency and sales experience a plus

Strong working knowledge of employee benefits administration; ability to read, analyze, and interpret insurance policies, coverages, documents, and regulations

Proficient in Microsoft Word, Excel, Outlook, and internet navigation; strong written and verbal communication skills with the ability to build rapport with clients, carriers, and internal teams

Active state Life, Health & Accident insurance license (or ability to obtain)

ADDITIONAL INFORMATION This job is expected to be performed on-site in the office.

Alera Group offers comprehensive benefits to our colleagues, including medical, dental, life and disability insurance, 401k, generous paid time off and much more.

We're an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status, or any other protected class.

Alera Group is committed to protecting your privacy. Please review our Privacy Policy to understand what personal information we may collect and use as part of your application process.

Location Type In-Office

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