Small Group Account Specialist

Alera Group is one of the largest independent insurance and financial services firms in the United States. They are seeking a Small Group Account Specialist to support client service excellence and operational accuracy within their Employee Benefits team. Responsibilities Support clients with coverage placement, renewals, claims coordination, and policy analysis Collaborate with carriers, underwriters, and internal partners to ensure accurate and timely service Contribute to client retention efforts and support opportunities for account growth Maintain accurate and complete documentation in the agency management system Ensure compliance, data integrity, and policy accuracy across all client files Support audits, reporting, and other operational processes as needed Identify coverage gaps or process improvements that strengthen client service delivery Partner with team members on new business initiatives and strategic projects Demonstrate proactive problem‑solving and a client‑first approach Skills At least one year of experience as a Benefits Coordinator or equivalent Life and Health Insurance State License (Alera Group will support obtaining or maintaining licensing as needed) Experience working with insurance carriers and/or insurance brokerage firms Working knowledge of Health and Welfare plans and ancillary benefits (Life, Disability, Dental, Vision, etc.) Strong understanding of regulations relating to health and welfare plans Excellent written and verbal communication skills Ability to set priorities, work independently, and take ownership of outcomes Strong judgment, accountability, and willingness to assume responsibility Proficiency in Word, Excel (including creating and verifying spreadsheets), and PowerPoint Exceptional relationship‑management and customer‑service skills Bachelor's Degree Benefits Medical Dental Vision Life and disability coverage 401(k) Generous PTO And more Company Overview 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. It was founded in 2017, and is headquartered in Deerfield, Illinois, USA, with a workforce of 1001-5000 employees. Its website is