Alera Group

Role Description At Alera Group, our finance teams play a critical role in supporting the financial health, operational excellence, and continued growth of our business. Alera Group is looking for a strategic, hands-on Tri-State Market Controller to support the Northeast Region finance organization. This role will serve as the senior finance leader for the Tri-State market, owning accounting operations, financial reporting, close processes, compliance, and business partnership activities across the region. The ideal candidate brings strong controllership experience, deep accounting expertise, leadership capabilities, and the ability to thrive in a fast-paced, evolving environment. This individual will also play a key role in regional transformation initiatives, including system consolidations, operational improvements, and acquisition integrations. Responsibilities - Financial Leadership & Ownership - Own accounting, finance operations, and required financial reporting for the Tri-State market within Alera’s Northeast Region. - Serve as a trusted finance business partner to regional leadership, agency leaders, and cross-functional stakeholders. - Support broader Northeast Region finance initiatives and special projects as needed. - Month-End Close, Reporting & Analysis - Lead the month-end close process, including reconciliations, journal entries, and deliverables to ensure timely and accurate reporting in accordance with corporate timelines. - Prepare, review, and analyze financial statements, management reports, and business performance commentary. - Partner with FP&A and operational leaders on budgeting, forecasting, variance analysis, trend reporting, and financial lookbacks. - Identify insights, risks, and opportunities through financial analysis and performance monitoring. - Process Improvement, Controls & Compliance - Evaluate and improve accounting processes, workflows, and internal controls to drive efficiency, accuracy, and scalability. - Ensure compliance with US GAAP, company policies, and applicable regulatory requirements. - Maintain strong technical accounting knowledge and apply best practices across reporting and controllership activities. - Lead audit preparation and coordination in partnership with Northeast Finance leadership. - Transformation & Strategic Initiatives - Support finance transformation efforts, including accounting system migrations, AMS consolidations, and process standardization initiatives. - Partner on integration efforts related to acquisitions, including onboarding newly acquired agencies into Alera’s financial operating model. - Help drive continuous improvement across regional finance operations. - Team Leadership & Collaboration - Lead, coach, and develop finance and accounting team members, including remote and geographically dispersed employees. - Establish priorities, delegate effectively, and foster accountability across the team. - Provide mentorship, tools, and operational guidance to support team success. - Collaborate closely with agency leadership and business partners to define, track, and communicate key business metrics. Qualifications - 10+ years of progressive accounting and finance experience. - 5+ years of leadership experience in senior accounting, controllership, or finance management roles. - Strong knowledge of US GAAP and technical accounting principles. - Proven experience leading month-end close, financial reporting, and accounting operations. - Experience managing distributed or remote teams across multiple locations. - Demonstrated success improving processes, strengthening controls, and driving operational efficiency. - Experience partnering with executive leadership and operational stakeholders. Requirements - Insurance brokerage, financial services, or professional services industry experience strongly preferred. - Experience supporting acquisitions, integrations, or multi-entity organizations. - Exposure to system transformations, accounting platform migrations, or automation initiatives. - CPA strongly preferred. Benefits - Medical - Dental - Vision - Life and disability coverage - 401(k) - Generous PTO - Additional wellness and development benefits Company Description Alera Group is an independent, national insurance and financial services firm built on the belief that collaboration drives better outcomes. Founded in 2017 by a group of like-minded entrepreneurs, Alera has grown into one of the nation’s leading firms, bringing together deep expertise across Employee Benefits, Property & Casualty, Retirement Plan Services, Wealth Services, and HR consulting. With a people-first culture and a strong focus on client experience, Alera empowers teams to make an impact while growing meaningful careers.

Role Description The VP, Pharmacy Consulting is a dynamic "player/coach" leader responsible for driving revenue growth, building and managing a high-performing sales team, and fostering a culture of collaboration and excellence. The VP aligns strategy and execution with Alera Group’s vision and values, balancing strategic agility with hands-on leadership. While primarily focused on sales and growth, this leader will step in to support service teams as needed, without being involved in daily operations. This role combines thought leadership, business development, and hands-on coaching to elevate the team while driving aggressive, sustainable growth. - Set the strategy, lead the team, strengthen the product, and personally drive key wins. - This is a growth role, not a maintenance role, but quality and clinical integrity remain non-negotiable. Responsibilities - Growth Leadership - Act as a visible, active “player” in the market: join sales meetings, lead finalist presentations, and serve as the clinical face of the practice. - Build strong partnerships with internal producers, earning trust through clarity, humility, and real expertise. - Develop a repeatable, compelling commercial story for Pharmacy Consulting. - Identify new revenue streams, products, and innovations to expand relevance and market share. - Practice Management & Strategy - P&L ownership, accountable for revenue growth and margin. - Develop a long-range strategy for pharmacy services, including pricing, products, talent, analytics, and delivery. - Ensure clinical rigor across all recommendations, client deliverables, and service models. - Oversee quality control, compliance, and alignment with industry best practices. - Maintain a high bar for accuracy, clarity, and ethical standards. - Partner with cross-functional teams in analytics, communications, voluntary benefits, tech, and PE due diligence to enhance cross-sell opportunities. - Team Leadership - Lead, mentor, and elevate a team of clinical pharmacists, analysts, consultants, and client-facing specialists. - Build a culture of accountability, curiosity, and pride in results. - Develop talent pathways and successor readiness within the team. - Provide feedback with clarity and care. - Model the behavior expected: preparation, follow-through, and client obsession. - Client and Market Engagement - Serve as a thought leader in pharmacy trends, PBM strategy, specialty trends, cost containment, and plan design. - Meet directly with key clients and prospects to influence decisions and secure wins. - Represent the firm at conferences, associations, webinars, and industry forums. - Strengthen relationships with PBMs, carriers, specialty vendors, and strategic partners. Qualifications - 10+ years of experience in pharmacy consulting, PBM strategy, or clinical pharmacy leadership. - Expertise in drug trend analysis, clinical program evaluation, benefit design, and PBM contracting. - Strong commercial presence with the ability to simplify complex topics for non-clinical audiences. - Demonstrated ability to lead, coach, and inspire a high-performing team. - Strong communication and presentation skills; comfortable leading meetings from the C-suite to analysts. - Proven track record of driving revenue growth without compromising quality. - P&L ownership. Requirements - PharmD strongly preferred. - Experience selling consulting or advisory services. - Experience working within or alongside employer groups and brokers. - Knowledge of analytics platforms, drug utilization reviews, and audit methodologies. Education - A bachelor’s degree in business or related fields (e.g., finance, marketing, or operations) is preferred but not required. - Industry designations like Certified Consultant Pharmacist (CCP), Certified Specialty Pharmacist (CSP) are encouraged. - A graduate degree or MBA is beneficial but not necessary. Benefits - Comprehensive benefits including medical, dental, life and disability insurance. - 401k. - Generous paid time off. - Much more. Company Description Alera Group is looking for a VP, Pharmacy Consulting. Founded in 2017, Alera Group has grown to become the 14th largest broker of US business, passionate about clients’ success in Employee Benefits, Property and Casualty Insurance, Retirement Plan Services, and Wealth Services.

Role Description The Executive Director – Senior Care Practice is a senior operating leader responsible for the execution of Alera Group’s Senior Care strategy across the national platform. This role owns operational performance, financial discipline, talent effectiveness, and delivery of the Senior Care strategic pillars, ensuring the practice operates as one unified, scalable platform. Reporting to the Chief Sales Officer, the Executive Director partners closely with practice leadership and shared services to translate strategy into measurable client outcomes and sustainable earnings growth. Responsibilities - Strategic Execution & Practice Leadership: Execute the Senior Care strategic pillars through a unified national operating model. Translate strategy into operating plans, milestones, and measurable outcomes. Establish clear governance, decision ownership, and accountability across the practice. - Financial Discipline & Performance Management: Own operational financial performance for the Senior Care Practice in partnership with Finance, Sales and Service leadership. Manage against defined financial KPIs including revenue growth, expense ratios, margin improvement, and ROI. Ensure financial visibility, expense discipline, and data-supported decision making. - Operating Model & Service Delivery: Design, implement, and continuously improve the Senior Care operating and delivery model. Ensure service pillars are fully operationalized, integrated, and consistently delivered across regions. Drive improvements in data integrity, systems collaboration, and operational efficiency. - Talent Assessment & Organizational Effectiveness: Lead ongoing assessment of leadership, roles, and execution capacity across the Senior Care Practice. Identify talent gaps and recommend hiring, development, or organizational changes. Establish clear accountability and performance expectations in partnership with HR and people leaders within the practice. - Stakeholder Partnership: Serve as the primary operating partner to the Chief Sales Officer for Senior Care Execution. Collaborate closely with producers, senior care leaders, and shared services teams. Provide concise updates to executive leadership on progress, risks, and performance. Qualifications - Bachelor’s degree with 10 or more years of applicable work experience; MBA preferred - Senior operating leadership experience in the Senior Care industry, including senior care operators, insurance, brokerage, consulting, or professional services - Proven ability to execute strategy at scale - Strong financial acumen with experience managing P&L and expense discipline - Demonstrated experience assessing and leading high-performing teams - Ability to operate effectively in a producer-led, matrixed organization - Growth Mindset – Possess a strong growth mindset, which includes a focus on retention, and a willingness to learn; approach challenges with perseverance to overcome barriers by taking a new approach or seeking an alternate solution. - Change Management – Follow change management best practices to keep teams informed, supported, and engaged during times of change. - Coaching and Mentoring – Help team members grow and improve their skills; encourage others to take initiative and make decisions; invest your time and energy in the development of future talent. - Collaboration and Teamwork – Build an environment that is inclusive and collaborative; connect and foster relationships throughout Alera Group. - Communication – Listen in a way to understand and be influenced; give feedback in a way that moves the conversation and ideas forward; convey information clearly and concisely to improve individual/team effectiveness. - Decision-Making – Gather/interpret data and evaluate potential risks/benefits to make informed decisions; find innovative solutions to challenges. - Emotional Intelligence – Manage emotions, impulses, and adapting to change; recognize and understanding the emotions of others; build rapport, manage relationships, and lead teams effectively. - Performance Based Culture - Set expectations and honor commitments; take ownership of decisions and outcomes; act in an ethical manner while holding others accountable for their actions. - Strategic Thinking - Create a compelling long-term strategy for the organization or team; develop action plans and align resources to meet objectives; adjust strategies based on changes in the environment; plan, organize, and operate with broader organizational goals in mind. Requirements - Active State Property & Casualty License - Ongoing continuing education to maintain active status Benefits - Salary range: $220,000 – $250,000 per year - Eligible for performance-based bonus - Comprehensive benefits including medical, dental, vision, life and disability coverage, 401(k), generous PTO, and more. - Remote work model - Professional development through Alera Group Academy, including role-specific learning paths, leadership development programs, technical and compliance training, industry certifications, and peer learning communities.

Role Description The Account Executive serves as a strategic leader for a portfolio of employee benefits clients, providing hands-on project management and consultative guidance across complex benefit programs. This role partners closely with Producers and internal teams to oversee service delivery while maintaining strong, trusted relationships with client stakeholders — often at the HR leadership level. Success in this role looks like delivering tailored, data-driven benefit strategies, managing complex projects seamlessly, and elevating the overall client experience. Responsibilities - Client Leadership & Relationship Management - Serve as the primary strategic partner for assigned client accounts - Build and maintain strong relationships with HR leadership and key stakeholders - Lead client meetings, presentations, and ongoing communication - Develop a deep understanding of client culture, business goals, and financial priorities - Benefits Consulting & Strategy - Design and recommend competitive employee benefits programs - Conduct benchmarking and market analysis to inform plan strategy - Evaluate provider networks and vendor performance - Guide clients through plan design decisions and cost management strategies - Financial Analysis & Underwriting Insight - Analyze proposals, rate structures, and underwriting data - Provide financial insights to support client decision-making - Translate complex financial data into clear, actionable recommendations - Project Management & Execution - Oversee RFP processes, including development of bid specifications and proposal analysis - Manage timelines and deliverables across multiple client projects - Coordinate with internal service teams to ensure seamless execution - Maintain accountability for high-quality, timely deliverables - Collaboration & Business Development - Partner with Producers on client strategy and growth opportunities - Participate in new business efforts and finalist presentations - Collaborate with internal teams to continuously improve service delivery Qualifications - Required - Bachelor’s degree in Business, Finance, Insurance, or related field - Active Life & Health License - Minimum 5 years of employee benefits consulting experience, preferably within a brokerage environment - Strong knowledge of group health, managed care plans, and ancillary benefits - Experience supporting fully insured and self-funded clients, including multi-state organizations - Strong financial acumen and understanding of underwriting concepts - Proficiency in Microsoft Office Suite - Preferred - Experience managing mid-size clients (150–2,000 employees) - Proven experience leading client presentations and strategic discussions - Background supporting complex RFP and renewal processes Core Competencies - Strong client presence with excellent communication and presentation skills - Analytical mindset with strong problem-solving capabilities - Ability to manage multiple priorities in a fast-paced environment - High level of accountability and ownership - Collaborative approach with internal teams and stakeholders - Positive, driven, and self-motivated with a strong work ethic - Equivalent combinations of education and experience will be considered. Requirements - Salary range: $94,000 – $120,000 per year - Eligible for performance-based bonus: Yes 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 Remote - Eastern Time Zone preferred - Candidates based in Atlanta, GA highly preferred 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. - Role-specific learning paths - Leadership development programs - Technical and compliance training - Industry certifications and continuing education support - Peer learning and knowledge-sharing communities

Role Description The Implementation Specialist, bswift, is responsible for leading new client implementations, ensuring a smooth and accurate transition onto the bswift benefits administration platform. This role is instrumental in setting clients up for long-term success by ensuring accurate system configuration, data integrity, and user training. - Owns the implementation process, leading requirements gathering to ensure client needs are fully documented and met with precision. - Documents plan details, eligibility rules, and system configurations. - Organizes and prioritizes implementation tasks based on project timelines. - Ensures all documentation and meeting notes are properly maintained. - Configures the bswift platform to align with client requirements, including benefit plans, rates, rules, alerts, reporting, login pages, employee homepages, admin dashboards, and add-on modules. - Manages initial data loads for demographic and benefit election data. - Sets up automated inbound demographic imports and validates data from external sources. - Conducts pre-go-live system testing, analyzing implementation documents to confirm system setup meets client requirements. - Performs test-case scenarios and QA validation to identify and correct configuration issues before site launch. - Anticipates and mitigates risks, proactively resolving implementation challenges before they impact the client experience. - Educates clients on best practices and system functionality. - Delivers comprehensive training for HR administrators and brokers, ensuring platform adoption and self-sufficiency post-go-live. - Responds to all client inquiries, issues, and requests in a timely manner. - Maintains accountability and follows through on deliverables. - Ensures a seamless handoff to the Client Success Team after go-live. - Continuously evaluates and enhances implementation processes to drive efficiency, automation, and accuracy. Qualifications - 2+ years of experience configuring the bswift platform or ability to obtain certification. - 2+ years of experience in benefits administration, HR technology, or a related role. - Bachelor’s degree in Business, Human Resources, Information Systems, or a related field, or equivalent experience. - Experience with system configuration, data imports, and quality assurance testing. - Strong analytical and problem-solving skills with high attention to detail. - Ability to manage multiple implementations simultaneously and meet deadlines. - Excellent written and verbal communication skills with strong client-facing ability. Requirements - Experience working with CRM and project management tools (preferred). - Familiarity with benefits administration processes and HR systems (preferred). Benefits - Salary range: $62,000 – $67,000 per year. - Comprehensive benefits including medical, dental, vision, life and disability coverage, 401(k), generous PTO, and more. - Remote work model. - Access to Alera Group Academy for professional development.

Role Description We’re seeking a Senior Account Administrator who will make a meaningful impact by delivering proactive client service, thoughtful benefits strategy, and a high-touch experience for both clients and employees. 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. Responsibilities - Client Partnership & Service Excellence - Manage ongoing service needs for assigned employee benefits clients - Act as a primary point of contact for client inquiries, issues, and escalations - Work closely with Account Managers and Producers to support client satisfaction and retention - Prepare client-facing materials including benefit summaries, open enrollment guides, and presentation materials - Operational & Compliance Excellence - Coordinate and support renewal processes, including data gathering, report preparation, and execution support - Assist with open enrollment planning and execution, including employee meetings and communications - Communicate with insurance carriers to resolve eligibility, billing, and claims issues - Maintain accurate client records in agency management systems - Ensure compliance with applicable regulations and internal processes - Growth & Retention - Support retention efforts by delivering timely, accurate, and responsive service - Contribute to positive client experiences that strengthen long-term relationships Qualifications - Required - 4+ years of experience in employee benefits or group insurance - Strong knowledge of medical, dental, vision, life, and disability plans - Experience working with insurance carriers and vendor partners - Proficiency in Microsoft Excel, Word, and Outlook - Excellent organizational, time management, and communication skills - Ability to manage multiple accounts and deadlines with strong attention to detail - Preferred - Life & Health insurance license or ability to obtain quickly - Experience in an agency or brokerage environment - Familiarity with compliance topics such as ACA, COBRA, and HIPAA - Core Competencies - Detail orientation - Accountability and follow-through - Collaborative mindset - Client-first thinking - Strong communication and organizational skills Requirements - Active State Life & Health License - Ability to obtain required licensure within 12 months of hire - Ongoing continuing education to maintain active status Benefits - Comprehensive benefits including medical, dental, vision, life and disability coverage - 401(k) - Generous PTO - Professional Development through Alera Group Academy - Access to role-specific learning paths, leadership development programs, technical and compliance training, industry certifications, and peer learning communities

OVERVIEW Senior Claims Advocate – Property & Casualty At Alera Group, we help businesses navigate risk with confidence. Our Property & Casualty Claims teams play a critical role in supporting clients through complex and often high-impact situations. We’re hiring a Senior Claims Advocate to provide expert-level claims guidance, advocacy, and strategic support to our clients and internal teams. This role is ideal for someone who brings strong technical claims knowledge, thrives in a client-facing environment, and enjoys solving complex coverage and claims challenges. 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. About the Role The Senior Claims Advocate serves as a key member of the claims team, providing hands-on support and advocacy for clients navigating the claims process. This role is responsible for managing claims activity, identifying coverage opportunities, and ensuring clients receive clear guidance and strong representation throughout the lifecycle of a claim. Success in this role looks like effectively resolving complex claims issues, delivering clear and confident client communication, and enhancing the overall client experience through proactive advocacy and expertise. 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 Claims Advocacy & Client Support - Serve as a trusted advisor to clients on claims-related matters, providing guidance and advocacy throughout the claims process - Identify all exposures related to a loss and determine applicable policies for claim submission - Research and analyze coverage to address complex claim scenarios - Explain policy coverage and claims outcomes clearly to clients Claims Management & Analysis - Create and maintain detailed claim tracking reports and spreadsheets - Proactively manage assigned claims inventory using task management systems - Problem-solve technical claim issues and collaborate with carriers to drive resolution - Ensure adherence to departmental standards and best practices Client Engagement & Communication - Schedule, prepare for, and participate in claim review meetings - Deliver claims presentations to client groups and internal stakeholders - Attend in-person meetings with clients and prospects as needed - Partner with Producers and service teams to maintain a positive client experience Collaboration & Continuous Improvement - Work closely with internal teams to align claims strategy with overall client service plans - Contribute to process improvements and team best practices - Stay current on industry trends, coverage developments, and claims practices QUALIFICATIONS What You Bring Required - 3+ years of commercial claims experience (Property, Auto, General Liability, or similar lines) - Strong understanding of insurance coverage and claims processes - Experience analyzing claims and identifying applicable coverage across policies - Ability to communicate complex claims concepts clearly and confidently - Willingness to travel locally and overnight as needed Preferred - Exposure to specialty lines such as Employment Practices Liability, Cyber, Crime, Professional Liability, or Directors & Officers - Experience presenting claims information to clients or internal teams - Progress toward or attainment of industry designations (e.g., AIC, CPCU, SCLA, CRIS) Core Competencies - Strong analytical and problem-solving skills - Client-focused mindset with a consultative approach - Clear and confident communication skills - Ability to manage multiple claims and priorities simultaneously - Collaborative team player with a proactive mindset - Commitment to continuous learning and professional development Equivalent combinations of education and experience will be considered. ADDITIONAL INFORMATION Compensation:Salary range: $80,000 – $90,000 per year 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 Remote 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. This position may require: - Active Property & Casualty License - Ability to obtain required licensure within 6 months of hire - 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. #LI-SE1 #LI-In-Office, #LI-Hybrid, #LI-Remote, #Nationwide Location Type Remote

Role Description We’re seeking a RIA Billing Manager who will contribute to client relationships, financial strategy, and operational excellence. Responsibilities - Client Experience & Advisory Support: - Support advisory teams by ensuring accurate and timely investment advisory fee billing across Wealth Services and Retirement Plan Services. - Partner with internal client service and operations teams to support smooth client fee processes and respond to billing inquiries. - Assist with reporting and documentation used to support advisor and client communications. - Operational & Compliance Excellence: - Conduct quarter‑end and ad‑hoc RIA fee billing across multiple custodial platforms. - Validate billing data, perform reconciliations, and identify discrepancies requiring resolution. - Coordinate with custodians and internal partners to resolve billing exceptions, rejections, and corrections. - Support compliance testing and internal audits related to advisory fee billing. - Ensure billing documentation and processes align with regulatory requirements and internal controls. - Growth & Retention: - Support scalable billing operations that enable business growth across advisory platforms. - Contribute to process improvements that enhance accuracy, efficiency, and advisor experience. - Help maintain strong internal partnerships that support long‑term advisor and client retention. Qualifications - Required: - Bachelor’s degree or equivalent professional experience. - 2+ years of experience in financial services, with hands‑on exposure to RIA fee billing or advisory operations. - Strong understanding of advisory fee structures and investment management billing processes. - Advanced proficiency in Microsoft Excel and comfort working with financial data and reports. - Preferred: - Experience using Orion Advisor Technology or similar RIA billing platforms. - Familiarity with custodial platforms and multi‑custodian billing environments. - Experience supporting Wealth Management or Retirement Plan Services teams. - Core Competencies: - Analytical mindset with strong attention to detail. - Relationship‑building and cross‑functional collaboration. - Integrity, discretion, and accountability when handling sensitive financial data. - Strong follow‑through and ownership of deliverables. Requirements - Salary range: $100,000 – $120,000 per year. - Eligible for performance-based bonus: Yes. 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 Remote. Professional Development 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. - Role-specific learning paths. - Leadership development programs. - Technical and compliance training. - Industry certifications and continuing education support. - Peer learning and knowledge-sharing communities. Licensure & Certifications (If Applicable) - Active FINRA licenses required or ability to obtain within the agreed upon timeline. - CFP® preferred or encouraged. - Ongoing continuing education to maintain active status.

OVERVIEW Alera Group is looking for a Senior Claims Advocate to join the 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 The Senior Claims Advocate role is to work effectively with our clients building solid relationships and retaining business. The Senior Claims Advocate works with all Sales Executives, internal Propel staff in Commercial Lines Departments and externally with our Clients, Carriers and Vendors. Service timeline focus is on larger Valued and Propel 100 accounts for scheduled Claim Reviews. Duties also include providing claims service for all Propel clients via our round robin assignment process providing technical expertise and servicing as an advocate on client claim issues. They work independently with clients consulting on reserves, coverage issues, and other items that have a significant impact on retention and premiums. They will serve as mentors to Claims Advocates progressing in their career path and will work with consultants to build a greater knowledge of complex claims. - Adhere to department procedure standards - Follow-up with policyholders/insureds after new losses have been reported to answer questions and provide guidance regarding the claims process - Document claim activity in claims management system - Respond to claims issues/disputes and service requests as needed - Hold conference calls with insurance adjusters/supervisors to discuss policyholder concerns with the handling/course of a claim and ensure timely closure and positive outcome - Provide regular claim status reports to our clients - Review open and recently closed claims and loss runs with large clients to address loss trends and/or other concerns - Function as backup for team members - Assist with special projects as directed by Claims Manager - Occasional presentation to small groups - Participation in claims roundtables mandatory - Develop and maintain positive relationships with internal and external clients - Maintain extensive knowledge of claims developments, coverage and markets QUALIFICATIONS - Strong and professional oral and written communication skills, with presentation and public speaking abilities. - Attention to detail, dependability, initiative, and sound judgment in decision-making. - Proficiency in Sagitta, ImageRight, and MS Office (Word, Excel, Outlook, PowerPoint). - Minimum 5 years of claims experience, including Commercial, Personal Multiline, and Workers' Compensation, unless waived for exemplary performance. - Expertise in coverage interpretation, complex loss analysis, and claims litigation. - Commitment to continued professional development through designations like INS, AIC, SCLA, CPCU, and ARMS. - Mastery of Senior Claims Advocate duties and responsibilities. - ADDITIONAL INFORMATION This job is fully remote. Aera 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 $80,000 to $90,000 per year. We are 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.     #LI-SE1 #LI-Remote Location Type Remote

OVERVIEW The Integration Specialist is a highly skilled individual contributor responsible for executing and optimizing complex healthcare data integrations. This role partners closely with the Director of Data Integration, Integration Team Lead, and cross-functional teams to ensure the accurate, timely, and complete integration of healthcare data. This position requires deep familiarity with healthcare data (including medical and Rx claims), strong analytical capabilities, and the ability to independently manage integration workflows, resolve data issues, and drive process improvements. The ideal candidate brings both technical expertise and operational ownership to support high-quality data delivery across the organization. About Alera Group Alera Group was founded in 2017 and has grown to become the 14th largest broker of U.S. business. We are passionate about our clients’ success in the areas of Employee Benefits, Property and Casualty Insurance, and Financial Services. With a network of offices nationwide, our commitment to collaboration allows us to offer national resources combined with local service. Why Alera Group - Make an Impact: Your work supports businesses and individuals in protecting what matters most. - Grow With Us: We invest in development, mentorship, and long-term career growth. - The Collaborative Way: We believe in accountability, teamwork, and shared success across all offices and lines of business. - National Strength. Local Heart: Scale, resources, and expertise — with relationships that feel personal. RESPONSIBILITIES Essential Responsibilities: - Healthcare Data Integration - Lead execution of complex healthcare data integrations, including intake, analysis, mapping support, and validation - Evaluate incoming data formats (standard and non-standard) and identify requirements for successful integration - Perform detailed file analytics to assess data completeness, structure, and usability - Support mapping efforts and ensure alignment with reporting and downstream data needs - Data Quality & Issue Resolution - Identify, investigate, and resolve data anomalies, gaps, and inconsistencies in healthcare datasets - Perform control comparisons and validation checks to ensure data accuracy and integrity - Collaborate with internal teams and external data providers to resolve complex data issues - Escalate critical risks or issues appropriately while driving toward resolution - Ongoing Data Feed Management - Support the monitoring and maintenance of recurring data feeds and associated data quality issues - Analyze trends in data issues and recommend solutions to improve consistency and completeness - Ensure timely resolution of data discrepancies impacting reporting and analytics - Process Improvement & Documentation - Identify opportunities to improve integration workflows, data quality processes, and operational efficiency - Contribute to the development and maintenance of integration documentation, standards, and best practices - Support enhancements to tracking, ticketing, and communication processes - Cross-Functional Collaboration - Partner with Data, Technology, and Strategy teams to ensure alignment on integration requirements and outcomes - Communicate integration progress, risks, and dependencies clearly to stakeholders - Build effective working relationships with external data providers to facilitate data acquisition and issue resolution QUALIFICATIONS Minimum Requirements/Qualifications - Experience - 4+ years of experience working with healthcare data, including medical and/or pharmacy claims required - Hands-on experience with data integration, data validation, or data operations - Experience working with external data sources or vendors - Demonstrated ability to independently manage complex workflows and problem-solve effectively - Education - Bachelor’s degree in Healthcare, Data Analytics, Computer Science, or a related field (or equivalent experience) preferred - Technical Skills - Strong Excel skills (data manipulation, validation, and analysis) - Working knowledge of SQL or other data querying tools - Familiarity with data structures, file layouts, and mapping concepts - Core Competencies - Strong analytical and problem-solving skills - High attention to detail and commitment to data quality - Excellent organizational skills with the ability to manage multiple priorities - Effective communicator across technical and non-technical audiences - Self-motivated and able to work independently ADDITIONAL INFORMATION Compensation:Salary range: $75,000 – $90,000 per year 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 Remote 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 your technical expertise or preparing for leadership, we’re invested in helping you grow. 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. #LI-KC1 #LI-Remote Location Type Remote