Employee Benefits - Inside Sales Executive

Propel Insurance, Inc.; Northern (KY); Hybrid; USD 85,000 - 95,000; Full time

Benefits offered by this job

Bonus

Commission

Remote work option

Job summary

Alera Group is seeking an Employee Benefits - Inside Sales Executive. This remote role prefers PST/MST time zones and focuses on proactive client service, benefits strategy, and a high-touch experience for clients and employees.

You’ll support Account Executives, coordinate with brokers, carriers, and underwriting partners, and manage enrollment, submissions, and documentation with accuracy. Alera Group offers development opportunities, a collaborative culture, and a national footprint.

Qualifications

• Experience in insurance employee benefits or related client service environment.
• Strong organizational and time management skills.
• Ability to manage multiple priorities in a fast paced environment.
• Strong communication and relationship management skills.
• High attention to detail and accuracy.

Responsibilities

• Support Account Executive in pre sale and post sale new business activities.
• Collaborate with brokers, carriers, and underwriting partners to deliver effective solutions.
• Act as liaison between broker and underwriting teams for timely communication and resolution.
• Contribute to broker relationship management and identify opportunities for growth.
• Review, qualify, and process new case submissions ensuring completeness and accuracy.
• Organize enrollment documents, reconcile wage reports and prepare submission materials.
• Maintain tracking logs and monitor all new group submissions.
• Verify broker appointments and coordinate documentation requirements.
• Prepare employer applications and related materials for new business cases.
• Support COBRA, POP and benefit modification processing.
• Ensure all activities are documented and completed in a timely and accurate manner.
• Coordinate RFP requests for large group and ancillary opportunities with Account Executive.
• Identify missing information and support completion of large group submissions.
• Oversee submission of large group cases to carriers.
• Support ongoing improvement of processes and service delivery.

Skills

Client service

Insurance knowledge

Time management

Communication

Detail orientation

Tools

SharePoint

Job description

OVERVIEW

Employee Benefits - Inside Sales Executive

Remote | Preference for PST MST time zones

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 Employee Benefits - Inside Sales Executive 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 and Risk Strategy

• Support Account Executive in pre sale and post sale new business activities
• Collaborate with brokers carriers and underwriting partners to deliver effective solutions
• Act as liaison between broker and underwriting teams to ensure timely communication and resolution
• Contribute to broker relationship management and identify opportunities for growth

Operational Excellence

• Review qualify and process new case submissions ensuring completeness and accuracy
• Organize enrollment documents reconcile wage reports and prepare submission materials
• Maintain tracking logs and monitor all new group submissions
• Verify broker appointments and coordinate documentation requirements
• Prepare employer applications forms and related materials for new business cases
• Support COBRA POP and benefit modification processing
• Ensure all activities are documented and completed in a timely and accurate manner

Strategic Contribution

• Coordinate RFP requests for large group and ancillary opportunities in partnership with Account Executive
• Identify missing information and support completion of large group submissions
• Oversee submission of large group cases to carriers
• Support ongoing improvement of processes and service delivery

QUALIFICATIONS

What You Bring

Required

• Experience in insurance employee benefits or related client service environment
• Strong organizational and time management skills
• Ability to manage multiple priorities in a fast paced environment
• Strong communication and relationship management skills
• High attention to detail and accuracy

Preferred

• Experience supporting brokers carriers or underwriting teams
• Familiarity with new business submissions enrollment and benefits administration processes
• Experience using internal tracking systems or SharePoint tools

Core Competencies

• Detail orientation
• Accountability and follow through
• Collaborative mindset
• Client first approach

ADDITIONAL INFORMATION

Compensation:
Salary range: $85,000 – $95,000 per year
Eligible for performance-based bonus + 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 hybrid with a remote option (PST time-zone)

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

• Active CALife & Health 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

Remote