Support Specialist

Alera Group
Onalaska, WI
Job Description
OVERVIEW

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Alera Group is looking for a Support Specialist 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

  • 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 

  • Serve as liasion between clients, prospects, carriers, and internal teams; resolve issues, answer questions and provide claims assistance for multiple different companies
  • Interpret annual plan changes for health insurance and Medicare, and assist clients with enrollment as needed

QUALIFICATIONS

  • Ability to read, analyze and interpret insurance policies, coverage documents, and regluations with accuracy and attention to detail
  • Skilled in preparing reports, client correspondence, and benefit-related documentation
  • Strong communication skills to establish rapport, present information clearly, and respnd effectively to leaders, clients, customer and carrier representatives
  • 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
  • Proficiency in Word, Excel, Outlook, AgencyBloc, and general internet navigation
  • WI Life, Health & Accident insurance license required. Annual AHIP and carrier certifications also required

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.


Salary range is $24.00-28.00 per hour.


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.

 

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Location Type

In-Office