Insurance Agent

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

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

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 I n-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