Alera Group

Account Manager

Alera Group · Full Time · a day ago

Alera Group

🌎 United States ⭐ 2-5 yrs exp 💼 Sales

The Account Manager will provide proactive service and support to Property & Casualty clients while collaborating with producers and carriers to ensure operational excellence. They are responsible for managing key account processes including renewals, endorsements, and policy changes to maintain high service levels.

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Pharmacy Strategic Account Executive

Alera Group · Full Time · 2 days ago

Alera Group

🌎 United States ⭐ 5-10 yrs exp 💼 Sales

The Pharmacy Strategic Account Executive manages a book of employer group accounts, serving as the primary advisor for pharmacy benefit strategies and PBM contract performance. They are responsible for analyzing pharmacy data, leading client meetings, and driving revenue growth through consultative expertise.

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Client Success Specialist, bswift

Alera Group · Full Time · 7 days ago

Alera Group

🌎 United States ⭐ 0-2 yrs exp 💼 Sales

The Client Success Specialist serves as the primary point of contact for ongoing support, troubleshooting platform issues, and managing client inquiries. They are responsible for system maintenance, conducting user training, and collaborating with internal teams to ensure high-quality service delivery.

project-management crm communication reporting feedback training testing documentation compliance

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Manager, Accounting & Financial Operations

Alera Group · Full Time · 11 days ago

Alera Group

🌎 United States ⭐ 5-10 yrs exp 💼 Finance

Lead the end-to-end financial operations for the Benefits Administration Technology COE, including billing, AR, AP, and cash management. Manage a small team while remaining hands-on in executing daily accounting functions and monthly close processes.

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Director, Wealth Operations

Alera Group · Full Time · 22 days ago

Alera Group

🌎 United States ⭐ 10+ yrs exp 💼 Others

Lead the custodial operations team to oversee account opening and maintenance across multiple RIA platforms while strengthening vendor relationships. Drive operational excellence through process automation, scalability, and strategic planning to support the growth of the Wealth Services business.

communication operations onboarding leadership client-service compliance

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Commercial Lines Account Manager

Alera Group · Full Time · a month ago

Alera Group

🌎 United States ⭐ 5-10 yrs exp 💼 Sales

Manage commercial Property & Casualty accounts by handling renewals, endorsements, and claims support while maintaining strong client relationships. Collaborate with producers and internal teams to execute risk strategies and identify revenue growth opportunities through account rounding.

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Health Insurance Agent - Bilingual Spanish

Alera Group · Full Time · a month ago

Alera Group

🌎 United States ⭐ 0-2 yrs exp 💼 Healthcare

The agent will partner with clients to deliver and administer employee benefits programs, providing education on health, dental, and vision insurance. They are responsible for managing enrollment processes, maintaining CRM documentation, and ensuring regulatory compliance.

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VP, Finance Operations

Alera Group · Full Time · a month ago

Alera Group

🌎 United States ⭐ 10+ yrs exp 💼 Finance

Lead the finance operations strategy and manage the Workday Financials environment to drive standardization and scalability across a multi-entity organization. Partner cross-functionally to align workflows and support M&A integration efforts through reporting and governance frameworks.

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Account Manager

Alera Group · Full Time · a month ago

Alera Group

🌎 United States ⭐ 2-5 yrs exp 💼 Sales

Manage a commercial book of business by handling client service requests, renewals, and policy maintenance. Coordinate with producers and carriers to ensure high-quality service delivery and client retention.

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Senior Accountant

Alera Group · Full Time · 2 months ago

Alera Group

🌎 United States ⭐ 2-5 yrs exp 💼 Finance

The Senior Accountant manages financial operations including commission processing, agency billing, and accounts payable to ensure accurate reporting. They partner with cross-functional teams to support strategic finance initiatives and maintain compliance with accounting standards.

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Associate Account Executive - Lead

Alera Group · Full Time · 2 months ago

Alera Group

🌎 United States ⭐ 2-5 yrs exp 💼 Sales

Support Account Executives with pre-sale and post-sale activities for new employee benefits business. Manage the processing of new case submissions, carrier coordination, and the maintenance of accurate client documentation.

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