What are the responsibilities and job description for the Support Specialist Individual Benefits (In Office) position at Alera Group?
The Insurance Center, an Alera Group company, is looking for a Support Specialist for Individual Benefits. 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 15th 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 within established timeframes, ensuring accuracy in data entry.
- Follow up with clients and agents on missing or incomplete information.
- Enter and manage client information using the AgencyBloc platform.
- Handle customer service calls, claims assistance, and client education/enrollment activities.
- Participate in mail/phone rotation and maintain a supply of applications and brochures.
- Attend meetings, training events, and complete assigned projects as needed.
- Support organizational operations with timely and efficient administrative tasks.
- Associate’s degree with 2 years of related experience or equivalent education/experience preferred.
- Insurance agency and sales support experience, including knowledge of insurance forms, terminology, and customer service.
- Proficiency in Word, Excel, Outlook, AgencyBloc, and internet navigation.
- WI Life, Health & Accident insurance license, carrier-specific certifications, and Marketplace certification required.
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.
If you're a California resident, please read the California Consumer Privacy Act prior to applying.
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