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Job Locations US-CA-Walnut Creek
  At Legacy Risk, an Alera Group Company, our business continues to grow and we are seeking to add an experienced P&C Account Manager to join our Commercial Lines brokerage team.   Legacy Risk & Insurance Services, located in Walnut Creek, CA, is an insurance brokerage company offering risk management and commercial property/casualty insurance services to middle market commercial clients in the western U.S.  We specialize in insurance programs for a variety of industries including construction & development, food & beverage, life sciences & technology, manufacturing, real estate & property management, service, solar/renewable energy and wholesale & retailers. Through our Private Client Services, we also provide specialized personal insurance solutions to affluent individuals and families.    Our highly skilled Account Managers build strong professional relationships with Legacy Risk clients that result in a high level of business retention. These relationships are built on a solid foundation of trust and confidence in our knowledge and expertise. You will assist producers with both new and renewal business, successfully providing technical advice to handle coverage issues and needs, and conduct exposure analysis for our clients. We are interested in finding a person who shares our values and dedication to customer service.
Category
Client Service
Job Post Information* : External Company Name
Alera Group
ID
2022-2568
Firm Name
Legacy Risk & Insurance Services
Line of Business
Property Casualty
Job Locations US-PA-Villanova | US-NY-New York | US-Norwell | US-PA-Pittsburgh
HR Intune, an Alera Group Company is seeking an HR Consultant position to join their team.       This position represents an opportunity to provide high level, strategic consultation and services to a wide-range of clients in virtually all industries and stages of development. As a member of the HR inTune consulting team, you will have the opportunity to work both independently and to have the support and direction of highly accomplished our firm’s leadership.   The ideal candidate will possess in-depth knowledge of human resource management. They will have experience in consulting as well as dealing with actual HR issues. They will be strategic thinkers and problem-solvers and capable of creating constructive and enduring relationships with a diverse group of clients and internal resources.
Category
Firm Operations
Job Post Information* : External Company Name
Alera Group
ID
2022-2567
Line of Business
Employee Benefits
Job Locations US-PA-Villanova | US-NY-New York | US-Norwell | US-PA-Pittsburgh
HR Intune, an Alera Group Company is seeking an HR Consultant position to join their team.     Are you looking to be part of a company where you have exciting opportunities to learn, grow and make a positive impact? Join a team where each employee is empowered to listen generously, speak straight, collaborate, and build each other up through mutual accountability and shared success?    If that is what you’re looking for, this is your chance to be part of an amazing organization!   This position represents an opportunity to provide high level, strategic consultation and services to a wide-range of clients in virtually all industries and stages of development. As a member of the HR inTune consulting team, you will have the opportunity to work both independently and to have the support and direction of highly accomplished our firm’s leadership.   The ideal candidate will possess in-depth knowledge of human resource management. They will have experience in consulting as well as dealing with actual HR issues. They will be strategic thinkers and problem-solvers and capable of creating constructive and enduring relationships with a diverse group of clients and internal resources.
Category
Firm Operations
Job Post Information* : External Company Name
Alera Group
ID
2022-2566
Line of Business
Employee Benefits
Job Locations US-WA-Tacoma
  Propel is looking for an Sr. Account Manager to join their  Lines team in Tacoma!   Are you looking to be part of a company where you have exciting opportunities to learn, grow and make a positive impact? Join a team where each employee is empowered to listen generously, speak straight, collaborate, and build each other up through mutual accountability and shared success?     If that is what you’re looking for, this is your chance to be part of an amazing organization!   The primary role for the Sr. Account Manager is to maximize customer satisfaction and retention by providing exceptional customer service every day; educating our clients on risks they face; offering creative solutions to protect the things that matter most to them; and always thanking them for their business.
Category
Client Service
Job Post Information* : External Company Name
Alera Group
ID
2022-2560
Line of Business
Property Casualty
Job Locations US-TN-Knoxville | US-SC-Columbia
Are you an energetic person with a strong technical aptitude, problem-solving and customer service skills? Do you have a growth mindset and work well in a team environment?  We are looking for a Service Desk Support Specialist; a developing technology professional with the ability to learn quickly and troubleshoot while being a responsive advocate for end user needs. This role is a member of the IT team at one of the nation’s largest independent insurance agencies that built its business creating innovative solutions to the toughest risk management challenges. Propel Insurance is a forward-looking, customer-centric company and is committed to technical innovation that advances delivery of deep industry expertise to solves our clients’ problems. Responsibilities include providing technical support to users by researching and answering questions; identifying problems, researching answers, and guiding clients through corrective steps; updating tickets and maintaining documentation and user reference materials; identifying system performance issues and recommending changes; and participating in a variety of strategic technology projects. Applicants should understand high quality customer service and have excellent listening, speaking, and writing skills. You will be expected to effectively communicate via email, chat, and directly over the phone with users including executives, and with vendors. This role offers numerous career growth opportunities related to Cloud Services Admin, Security, and Process Automation. Platforms supported include an AWS virtual desktop environment running via a mix of Laptops, Thin Clients, and Wyse Zero Clients.  We support M365, Windows, and macOS; and we operate on a variety of SaaS administrative tools and services.
Category
Firm Operations
Job Post Information* : External Company Name
Alera Group
ID
2022-2559
Firm Name
Propel Insurance
Line of Business
Property Casualty
Job Locations US-TX-Lubbock
Heritage Risk Managment, an Alera Group Agency, LLC is looking to add an Employee Benefits Account Manager to their team!   Alera Group is an independent, national insurance and financial services firm created in 2016 through a merger of 24 like-minded, high-performing, entrepreneurial firms.  Our founding firms worked together to leverage powerful relationships, industry expertise and resources with the goal of elevating the client experience. Alera Group is a very entrepreneurial firm bounded together via a culture of collaboration which is reinforced by the practice of The Collaborative Way.   Are you looking to be part of a company where you have exciting opportunities to learn, grow and make a positive impact? Join a team where each employee is empowered to listen generously, speak straight, collaborate, and build each other up through mutual accountability and shared success?     If that is what you’re looking for, this is your chance to be part of an amazing organization!
Category
Sales Support
Job Post Information* : External Company Name
Alera Group
ID
2022-2552
Firm Name
Heritage Risk Management
Line of Business
Employee Benefits
Job Locations US
  Relph Benefit Advisors, an Alera Group Company is looking for talented, driven Claim Administrator to join our ever growing Employee Benefits team!   Are you looking to be part of a company where you have exciting opportunities to learn, grow and make a positive impact?  Do you want to join a team where each employee is empowered to listen generously, speak straight, collaborate and build each other up through mutual accountability and shared success?    If that's what your looking for this is your opportunity to join an amazing organization that has a small town feel with nation-wide resources!     This position is currently remote and may be considered for a future flexible work schedule.     The Robert G. Relph Agency, Inc. aka Relph Benefit Advisors and affiliated with Flexible Benefits System, Inc. is a professional agency that provides comprehensive wellness, welfare and employee benefits administration and compliant solutions to employee benefit programs. General Benefit Package includes: healthcare insurance (medical, dental, vision); short and long term disability insurance; life insurance; flexible spending accounts; 401k retirement plan with company match, as well as paid holidays, paid time-off accrual and supplemental insurance (accident, cancer).
Category
Client Service
Job Post Information* : External Company Name
Alera Group
ID
2022-2550
Firm Name
Relph Benefit Advisors
Line of Business
Employee Benefits
Job Locations US-MA-Braintree
    Cafeteria Plan Advisors is looking for an Account Representative to join their Employee Benefits team.   This position’s primary responsibility is to provide account management including the administration of pre-tax plans work closely with clients to obtain all necessary information, prepare employee materials, process enrollments and terminations, and attend meetings as needed. This role also requires providing customer service to clients and participants.   Cafeteria Plan Advisors, located in Braintree, MA, is a third-party administration company that services and supports Section 125 Cafeteria Plan pre-tax programs offered by employers, such as Flexible Spending Accounts, Dependent Care, Transit, Parking, Health Reimbursement Arrangements and Premium Only plans.    
Category
Client Service
Job Post Information* : External Company Name
Alera Group
ID
2022-2549
Firm Name
Cafeteria Plan Advisors
Line of Business
Employee Benefits
Job Locations US-CA-Newport Beach | US-CA-Newport Beach
  Orion Risk Managment, an Alera Group Company is seeking an Assistant Account Manager to join their Property and Casualty Team!   Alera Group was formed on January 1, 2017, and is one of the largest independent, national insurance and financial services firms in the U.S. with over $500 million in revenue.   Alera Group is a very entrepreneurial firm bounded together via a culture of collaboration which is reinforced by the practice of The Collaborative Way.      Are you looking to be part of a company where you have exciting opportunities to learn, grow and make a positive impact? Join a team where each employee is empowered to listen generously, speak straight, collaborate, and build each other up through mutual accountability and shared success?     If that is what you’re looking for, this is your chance to be part of an amazing organization!  
Category
Client Service
Job Post Information* : External Company Name
Alera Group
ID
2022-2544
Firm Name
Orion Risk Management
Line of Business
Property Casualty
Job Locations US-CA-Newport Beach
This position’s primary responsibility is to serve as the day-to-day expert on a book of business and the point of contact for clients while maintaining a high level of client and internal team satisfaction. The Account Manager will assist one or more Account Executives in coordinating the details for the annual renewal, preparing materials for quarterly client meetings, ensuring the flow of information to other departments as needed, maintaining client databases, records management, project-specific assignments, and other responsibilities in support of client satisfaction as assigned.  
Category
Client Service
Job Post Information* : External Company Name
Alera Group
ID
2022-2543
Firm Name
Orion Risk Management
Line of Business
Property Casualty
Job Locations US-CA-Newport Beach | US-CA-Newport Beach
  Orion Risk Management, an Alera Group Company is seeking an AssistantAccount Manager to join their Property and Casualty Team!   Alera Group was formed on January 1, 2017, and is one of the largest independent, national insurance and financial services firms in the U.S. with over $500 million in revenue. Alera Group is a very entrepreneurial firm bounded together via a culture of collaboration which is reinforced by the practice of The Collaborative Way.      Are you looking to be part of a company where you have exciting opportunities to learn, grow and make a positive impact? Join a team where each employee is empowered to listen generously, speak straight, collaborate, and build each other up through mutual accountability and shared success?     If that is what you’re looking for, this is your chance to be part of an amazing organization!  
Category
Client Service
Job Post Information* : External Company Name
Alera Group
ID
2022-2541
Firm Name
Orion Risk Management
Line of Business
Property Casualty
Job Locations US-CA-Newport Beach
  Orion Risk Management, an Alera Group Company is seeking a Property & Casualty Account Executive to join their team.     Are you looking to be part of a company where you have exciting opportunities to learn, grow and make a positive impact? Join a team where each employee is empowered to listen generously, speak straight, collaborate, and build each other up through mutual accountability and shared success?     If that is what you’re looking for, this is your chance to be part of an amazing organization!   As a full-service industry expert, Orion offers a broad range of insurance coverage in property-casualty, workers’ compensation, employee benefits, and captive solutions. In addition, we offer value-added services that elevate us above the ordinary brokerage firm. Specialty services include claims management, self-insured implementation plans, loss portfolio transfers, as well as programs specific within key industries such as construction, manufacturing, and wholesalers. We take pride in our client advocacy and ability to provide unique methods for our clients to minimize their costs. Orion, which was founded in 2001, is licensed nationwide and provides service to our clients from three Southern California locations.     The Account Executive’s primary responsibility is to serve as the day-to-day expert on a book of business and the point of contact for clients while maintaining a high level of client and internal team satisfaction. The Account Executive will work with the producer and team to maximize client retention, maximize new business acquisition, and provide team leadership. 
Category
Client Service
Job Post Information* : External Company Name
Alera Group
ID
2022-2539
Firm Name
Orion Risk Management
Line of Business
Property Casualty
Job Locations US-UT-Vernal
  Behling Perry Insurance, a Banasky Alera Group company is looking for a Customer Service Representative to join our Property & Casualty team!   Behling Perry Insurance a Banasky Alera Group company has been working with clients throughout Utah and the Mountain West for over 50 years.  We continue to develop client relationships through face to face meetings and in office visits.  We work with the best carriers in the market and have continued to grow and thrive in a constantly changing marketplace.   This position has the primary responsibility of supporting clients of the agency, this is a hybrid position that requires working with Personal lines clients as well as Commercial Lines Clients as necessary.  Duties include coordinating work within and between departments, reporting pertinent information to the immediate supervisor, and responding to inquiries or requests for information.
Category
Client Service
Job Post Information* : External Company Name
Alera Group
ID
2022-2529
Firm Name
Behling Insurance Agency dba Perry Insurance Agency
Line of Business
Property Casualty
Job Locations US-UT-Payson
  Behling Perry Insurance, a Banasky Alera Group company is looking for a Customer Service Representative to join our Property & Casualty team!   Behling Perry Insurance a Banasky Alera Group company has been working with clients throughout Utah and the Mountain West for over 50 years.  We continue to develop client relationships through face to face meetings and in office visits.  We work with the best carriers in the market and have continued to grow and thrive in a constantly changing marketplace.   This position has the primary responsibility of supporting clients of the agency, this is a hybrid position that requires working with Personal lines clients as well as Commercial Lines Clients as necessary.  Duties include coordinating work within and between departments, reporting pertinent information to the immediate supervisor, and responding to inquiries or requests for information.
Category
Client Service
Job Post Information* : External Company Name
Alera Group
ID
2022-2528
Firm Name
Behling Insurance Agency dba Perry Insurance Agency
Line of Business
Property Casualty
Job Locations US-MN-St. Paul
Direct Benefits, Inc. an Alera Group company is a managing general agency that provides one-stop shopping for individuals, families, and employers, both direct and through over 16,000 agents in 50 states. Our mission is to provide individuals and businesses of all sizes with the same quality or better insurance products as Fortune 500 companies.   Alera Group is an independent, national insurance and financial services firm created in 2016 through a merger of 24 like-minded, high-performing, entrepreneurial firms. Our founding firms worked together to leverage powerful relationships, industry expertise and resources with the goal of elevating the client experience.   Are you looking to be part of a company where you have exciting opportunities to learn, grow and make a positive impact?   Join a team where each employee is empowered to listen generously, speak straight, collaborate, and build each other up through mutual accountability and shared success?     If that is what you’re looking for, this is your chance to be part of an amazing organization!   Reporting directly to the Individual Sales Director, this key role answers calls and chats from our consumer clients, blending customer service and sales skills in order to turn each interaction into a successful sale.  To be successful in this role, the ideal candidate for this position will have an innate ability to connect and build rapport with each client with whom they interact, understand how to use empathy to build trust, and be an engaged learner in order to quickly get up to speed with our products, industry trends and the needs of our clients.  
Category
Sales Support
Job Post Information* : External Company Name
Alera Group
ID
2022-2525
Firm Name
Direct Benefits, Inc.
Line of Business
Employee Benefits
Job Locations US-NY-Rochester
Relph Benefit Advisors, an Alera Group Company is looking for a talented, driven individual for a Client Service Manager position.    Alera Group is an independent, national insurance and financial services firm created in 2016 through a merger of 24 like-minded, high-performing, entrepreneurial firms. Our founding firms worked together to leverage powerful relationships, industry expertise and resources with the goal of elevating the client experience.   Are you looking to be part of a company where you have exciting opportunities to learn, grow and make a positive impact?   Join a team where each employee is empowered to listen generously, speak straight, collaborate, and build each other up through mutual accountability and shared success?     The Client Service Manager has both internal and client-facing responsibilities including, but not limited to, serving as a higher level contact for client needs in which they will be responsible for maintaining a high level of client satisfaction.  The Client Service Manager will assist one or more Benefit Consultants or Account Managers in coordinating the details for the annual renewal, preparing materials for quarterly client meetings, ensuring the flow of information to various departments as needed, maintaining client databases, records management, project-specific assignments, and other responsibilities as assigned.  
Category
Client Service
Job Post Information* : External Company Name
Alera Group
ID
2022-2524
Firm Name
Relph Benefit Advisors
Line of Business
Employee Benefits
Job Locations US-IN-Indianapolis
Vital Incite an Alera Group company is looking to add a Data Entry Analyst to their team!    Alera Group is an independent, national insurance and financial services firm created in 2016 through a merger of 24 like-minded, high-performing, entrepreneurial firms. Our founding firms worked together to leverage powerful relationships, industry expertise and resources with the goal of elevating the client experience.   Are you looking to be part of a company where you have exciting opportunities to learn, grow and make a positive impact? Join a team where each employee is empowered to listen generously, speak straight, collaborate, and build each other up through mutual accountability and shared success?     If that is what you’re looking for, this is your chance to be part of an amazing organization!   The Data Entry Analyst supports Vital Incite’s mission by working under the supervision of the Data Team Lead to accurately gather, interpret and record client data and support the Population Health Team with other administrative tasks.
Category
Client Service
Job Post Information* : External Company Name
Alera Group
ID
2022-2520
Firm Name
Vital Incite
Line of Business
Employee Benefits
Job Locations US-TN-Knoxville
Propel is looking for a Receptionist to join their Knoxville team!   Are you looking to be part of a company where you have exciting opportunities to learn, grow and make a positive impact? Join a team where each employee is empowered to listen generously, speak straight, collaborate, and build each other up through mutual accountability and shared success?     If that is what you’re looking for, this is your chance to be part of an amazing organization!   As a REceptionist you will greet customers and visitors, making them feel welcome.  Answer incoming telephone calls and direct to appropriate department or individual.  
Category
Firm Operations
Job Post Information* : External Company Name
Alera Group
ID
2022-2518
Firm Name
Propel Insurance
Line of Business
Property Casualty
Job Locations US-WA-Tacoma | US-WA-Seattle
Are you an energetic person with a strong technical aptitude, problem-solving and customer service skills? Do you have a growth mindset and work well in a team environment?  We are looking for a Service Desk Support Specialist; a developing technology professional with the ability to learn quickly and troubleshoot while being a responsive advocate for end user needs. This role is a member of the IT team at one of the nation’s largest independent insurance agencies that built its business creating innovative solutions to the toughest risk management challenges. Propel Insurance is a forward-looking, customer-centric company and is committed to technical innovation that advances delivery of deep industry expertise to solves our clients’ problems. Responsibilities include providing technical support to users by researching and answering questions; identifying problems, researching answers, and guiding clients through corrective steps; updating tickets and maintaining documentation and user reference materials; identifying system performance issues and recommending changes; and participating in a variety of strategic technology projects. Applicants should understand high quality customer service and have excellent listening, speaking, and writing skills. You will be expected to effectively communicate via email, chat, and directly over the phone with users including executives, and with vendors. This role offers numerous career growth opportunities related to Cloud Services Admin, Security, and Process Automation. Platforms supported include an AWS virtual desktop environment running via a mix of Laptops, Thin Clients, and Wyse Zero Clients.  We support M365, Windows, and macOS; and we operate on a variety of SaaS administrative tools and services.
Category
Firm Operations
Job Post Information* : External Company Name
Alera Group
ID
2022-2517
Firm Name
Propel Insurance
Line of Business
Property Casualty
Job Locations US-WA-Tacoma
We’re looking for a motivated Security Analyst who brings experience and enthusiasm that fits well in a rapidly growing enterprise company. You will have a real passion and excitement for the Security industry, and you will leverage leading edge security technologies to push security innovation. You will approach security programmatically and focus on process process integration.    This is a company built on collaboration and inclusivity, and we are unrelentingly unconventional!
Category
Firm Operations
Job Post Information* : External Company Name
Alera Group
ID
2022-2516
Firm Name
Propel Insurance
Line of Business
Property Casualty