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OVERVIEW
Insurance Agent – Employee Benefits
In-Office
At Alera Group, our Employee Benefits teams help organizations attract, retain, and engage their workforce through creative, compliant, and competitive benefits strategies. We’re seeking an Insurance Agent who will make a meaningful impact by delivering proactive client service, thoughtful benefits strategy, and a high-touch experience for both clients and employees.
About Alera Group
Founded in 2017, Alera Group has grown to become the 14th largest broker of U.S. business. We are passionate about our clients’ success in Employee Benefits, Property & Casualty Insurance, Retirement Plan Services, and Wealth Services. With offices nationwide, our collaborative approach allows us to deliver national strength with local service.
This role supports clients by ensuring benefits programs are administered accurately, aligned with strategic objectives, and compliant with all regulatory requirements. You’ll partner with internal teams and client contacts to deliver seamless execution, creative solutions, and a superior client experience.
Why Alera Group
- Meaningful Impact: Help clients and employees navigate benefits programs that drive retention, engagement, and satisfaction
- Growth & Learning: Opportunities to deepen your expertise and gain exposure to a variety of clients and industries
- Collaborative Culture: Work in a team-oriented environment that values accountability, partnership, and the principles of The Collaborative Way
RESPONSIBILITIES
What You’ll Do / Your Impact
Client Partnership & Risk Strategy
- Support clients with coverage placement enrollment assistance and policy navigation across health, dental, vision, and supplemental plans
- Collaborate with carriers and internal teams to ensure accurate information and smooth enrollment processes
- Contribute to retention and growth initiatives by delivering strong client service and ongoing support
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Operational Excellence
- Maintain documentation in CRM systems and enrollment platforms ensuring accuracy and completeness of client records
- Ensure compliance with program requirements and accurate handling of enrollment and plan information
- Support audits, reporting, and administrative processes as needed
- Explain key insurance concepts including deductibles, co-pays, subsidies, and out-of-pocket costs
Strategic Contribution
- Assist in identifying client needs and opportunities to improve service delivery and coverage solutions
- Partner on new business opportunities by engaging prospective clients and supporting enrollment processes
- Contribute to improving client experience through consistent communication and follow-up
QUALIFICATIONS
What You Bring
Required
- Bilingual in Spanish and English both written and spoken
- One or more years of experience in sales, customer service, or related field
- Understanding of health insurance plans and enrollment processes
- Strong communication and relationship management skills
- Ability to manage multiple priorities in a dynamic environment
Preferred
- Experience with CRM systems and enrollment platforms such as Covered California
- Familiarity with Google Workspace and digital tools
- Strong organizational and problem-solving skills
Core Competencies
- Detail orientation
- Accountability and follow-through
- Collaborative mindset
- Client-first thinking
- Strong communication and customer engagement skills
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ADDITIONAL INFORMATION
Compensation
- Hourly range: $20-24
- Base plus commission
Benefits
Alera Group offers comprehensive benefits including medical, dental, vision, life, and disability coverage, 401(k), generous PTO, and more.
Work Model
This role is In-Office
Professional Development – Alera Group Academy
At Alera Group, growth isn’t left to chance. Through Alera Group Academy, we provide structured development opportunities designed to help you expand your expertise and build a meaningful career.
You’ll have access to:
- Role-specific learning paths
- Leadership development programs
- Technical and compliance training
- Industry certifications and continuing education support
- Peer learning and knowledge-sharing communities
Whether you’re deepening technical expertise or preparing for leadership, we’re invested in helping you grow.
Licensure & Certifications
This position may require:
- Active Property & Casualty License
- Ongoing continuing education to maintain active status
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
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