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Alera Group
Alera Group

60 Alera Group Data Analyst Jobs Hiring Near You

Alera Group

Client Service Specialist

Atlanta, GA · Hybrid

$23 - $35.90/hr

About Alera Group Alera Group was founded in 2017 and has grown to become the 14th largest broker ... Ensure data accuracy and timely completion of administrative processes Growth & Retention

Alera Group

Account Coordinator

Mechanicsburg, PA · On-site

$50K/yr

About Alera Group Alera Group was founded in 2017 and has grown to become the 14th largest broker ... Analytical skills with ability to interpret data and support decision making Core Competencies

Alera Group

Account Manager

Coppell, TX · Hybrid

At Alera Group, our Employee Benefits teams help organizations attract, retain, and engage their ... Maintain accuracy of data across carrier portals EDI feeds and internal platforms * Coordinate and ...

Alera Group

Account Manager

Portland, OR · On-site

$68K - $80K/yr

About Alera Group Alera Group was founded in 2017 and has grown to become the 14th largest broker ... This role will focus on client support, strategy, operations, sales, consulting, analytics, etc ...

Alera Group

Client Service Specialist

Greenville, SC · Hybrid

$23 - $35.90/hr

About Alera Group Alera Group was founded in 2017 and has grown to become the 14th largest broker ... Ensure data accuracy and timely completion of administrative processes Growth & Retention

Alera Group

Commercial Lines Account Manager

Oxnard, CA · On-site +1

$90K - $117K/yr

About Alera Group Founded in 2017, Alera Group has grown to become one of the largest independent ... Analyze risk exposures and structure coverage solutions aligned with business insurance best ...

Alera Group

Senior Benefit Consultant

Berwyn, PA · Hybrid

$115K - $150K/yr

About Alera Group Alera Group was founded in 2017 and has grown to become the 14th largest broker ... Prepare review and present advanced financial analyses including budgeting forecasting contribution ...

Alera Group

Risk Analyst

Indianapolis, IN · On-site +1

$87K - $110K/yr

About Alera Group Founded in 2017, Alera Group has grown to become the 14th largest broker of U.S ... Strong analytical, critical thinking, and communication skills with the ability to evaluate complex ...

Alera Group

Account Specialist

Tacoma, WA · Hybrid

$25 - $30/hr

About Alera Group Alera Group was founded in 2017 and has grown to become the 14th largest broker ... Strong analytical and problemsolving capability Core Competencies * Detail orientation

Alera Group

Commercial Lines Account Manager

Buford, GA · On-site

$85K - $100K/yr

About Alera Group Founded in 2017, Alera Group has grown to become the 14th largest broker of U.S ... Strong analytical and problem-solving capability Core Competencies * Detail orientation

Alera Group

Risk Analyst

Lansing, MI · On-site +1

$87K - $110K/yr

About Alera Group Founded in 2017, Alera Group has grown to become the 14th largest broker of U.S ... Strong analytical, critical thinking, and communication skills with the ability to evaluate complex ...

Alera Group

Commercial Account Manager - WI

Wausau, WI · On-site +1

About Alera Group Alera Group was founded in 2017 and has grown to become the 14th largest broker ... Maintain accurate documentation and data entry within agency management systems * Ensure adherence ...

Alera Group

Risk Analyst

Montgomery, AL · On-site +1

$87K - $110K/yr

About Alera Group Founded in 2017, Alera Group has grown to become the 14th largest broker of U.S ... Strong analytical, critical thinking, and communication skills with the ability to evaluate complex ...

Alera Group

Account Coordinator

Baltimore, MD · Hybrid

$65K - $75K/yr

About Alera Group Alera Group was founded in 2017 and has grown to become the 14th largest broker ... Analytical mindset with strong attention to detail Core Competencies * Detail orientation

Alera Group

Account Specialist

Tacoma, WA · On-site

$25 - $30/hr

About Alera Group Alera Group was founded in 2017 and has grown to become the 14th largest broker ... Strong analytical and problem-solving capability Core Competencies * Detail orientation

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Alera Group Jobs Information

What is it like to work at Alera Group?

Alera Group is a professional services firm that values collaboration, innovation, and client-centricity, fostering a dynamic and supportive work environment.

The company's team structure is designed to promote knowledge sharing and expertise, with professionals working together across various disciplines to deliver comprehensive solutions to clients. Alera Group's mission is to help clients achieve their goals through tailored advice and guidance, with a focus on employee benefits, wealth management, and property and casualty insurance.

Working at Alera Group may appeal to professionals seeking a challenging and rewarding career in a collaborative and client-focused organization, with opportunities for growth and development in a rapidly evolving industry.

What makes Alera Group an attractive place to work?

Alera Group is a leading national advisory services firm that provides a comprehensive range of benefits, property, and risk consulting services to clients across various industries. The company fosters a collaborative and innovative work environment, offering employees opportunities to work on complex projects, develop new skills, and contribute to the growth and success of the organization. By joining Alera Group, professionals can expect to be part of a dynamic team that values expertise, teamwork, and client satisfaction, with opportunities for career advancement and professional development in a rapidly evolving industry.

Do workers at Alera Group get paid breaks?

Sometimes. Only some people get paid breaks.
40% of people say they don’t get paid breaks.
Based on data from 5 people who took the Breakroom Quiz between January 2025 and February 2026.

Does Alera Group pay people when they’re sick?

Yes. Most people get paid when they’re sick.
97% of people say they would get paid if they were sick but scheduled to work.
Based on data from 30 people who took the Breakroom Quiz between November 2024 and August 2026.

At Alera Group, are sick days and vacation days separate paid time off?

Sick days and vacation days are separate paid time off.
78% of people say they don’t have to use vacation days when they’re out sick.
Based on data from 18 people who took the Breakroom Quiz between June 2025 and August 2026.

Is the health insurance from Alera Group affordable enough for their workers?

Most people say the health insurance costs are okay.
95% of people say the health insurance costs are okay
Based on data from 22 people who took the Breakroom Quiz between March 2025 and August 2026.

Do people get paid time off at Alera Group?

Most people get paid time off work.
100% of people say they get paid time off.
Based on data from 18 people who took the Breakroom Quiz between June 2025 and August 2026.

Do workers at Alera Group worry about hours?

Most people don’t worry about getting enough hours.
80% of people report they don’t worry about getting enough hours.
Based on data from 5 people who took the Breakroom Quiz between November 2024 and August 2025.

How easy is it to get time off at Alera Group?

Most people find it easy to get time off.
86% of people report it’s easy to get time off.
Based on data from 28 people who took the Breakroom Quiz between January 2025 and June 2026.

Do Alera Group managers change schedules at the last minute?

Most managers don’t change people’s schedules at the last minute.
100% of people say their manager doesn’t change their shift schedule at the last minute.
Based on data from 5 people who took the Breakroom Quiz between November 2024 and August 2025.

How easy is it to take sick days at Alera Group?

Most people find it easy to take sick days.
87% of people report that it’s easy to take time off if they are sick.
Based on data from 30 people who took the Breakroom Quiz between November 2024 and August 2026.

Is working at Alera Group good if you’re a parent or caregiver?

Most parents and caregivers say this is a good place to work.
92% of people who care for a child or other relative report this is a good place to work.
Based on data from 12 people who took the Breakroom Quiz between January 2025 and May 2026.

Do people at Alera Group feel treated with respect by their managers?

Most people feel treated with respect by their managers.
82% of people say they’re treated with respect by their managers.
Based on data from 28 people who took the Breakroom Quiz between January 2025 and August 2026.

Do people at Alera Group get to take their breaks without interruption?

Most people get breaks without interruption.
88% of people report that they get to take their breaks without interruption.
Based on data from 24 people who took the Breakroom Quiz between January 2025 and June 2026.

Is it stressful to work at Alera Group?

Most people feel stressed here.
86% of people say they often feel stressed at work.
Based on data from 29 people who took the Breakroom Quiz between November 2024 and August 2026.

Do people at Alera Group enjoy their jobs?

Most people enjoy their job.
74% of people report they enjoy their job.
Based on data from 23 people who took the Breakroom Quiz between January 2025 and August 2026.

Do people at Alera Group recommend working with their team?

Only some people recommend working with their team.
42% of people report that they wouldn’t recommend working with their immediate team to a friend.
Based on data from 31 people who took the Breakroom Quiz between November 2024 and August 2026.

Do people get enough training when they start at Alera Group?

Some people didn’t get enough training when they started.
55% of people report they didn’t get enough training when they started working here.
Based on data from 29 people who took the Breakroom Quiz between January 2025 and August 2026.

Do people get support to advance at Alera Group?

Only some people are given support to advance their career here.
In the last year, 41% of people report not being given support to advance their career here.
Based on data from 29 people who took the Breakroom Quiz between November 2024 and August 2026.

Do people think Alera Group’s headquarters understands what’s happening where they work?

Most people think headquarters doesn’t understand what’s happening where they work.
69% of people think that this employer’s headquarters or owners don’t have a good understanding of what’s really happening where they work.
Based on data from 26 people who took the Breakroom Quiz between November 2024 and August 2026.

Do workers feel well informed about how Alera Group is doing?

Only some people feel well informed about how the company is doing.
46% of people feel that they aren’t kept well informed about how the company is doing as a whole.
Based on data from 26 people who took the Breakroom Quiz between November 2024 and August 2026.

What other companies are hiring for Data Analyst jobs?

What are the most popular jobs at Alera Group?

What are the most popular categories at Alera Group?

Infographic showing various Data Analyst job openings at Alera Group in the United States as of August 2026, with employment types broken down into 100% Full Time. Highlights an 39% Physical, 32% Hybrid, and 29% Remote job distribution.

Client Relationship Coordinator

Alera Group

Wethersfield, CT • On-site

$59K - $69K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 8 days ago

Alera Group rating

7.5

Company rating: 7.5 out of 10

Based on 31 frontline employees who took The Breakroom Quiz

225th of 312 rated insurance

Job description

OVERVIEW

Client Relationship Coordinator – Wealth Services
Location: On-Site

At Alera Group, our Wealth Services team supports individuals and families in building, protecting, and transferring wealth through comprehensive financial planning and investment strategies. We’re seeking a Client Relationship Coordinator who will contribute to client relationships, financial strategy, and operational excellence.

About Alera Group
Founded in 2017, Alera Group has grown to become the 12th 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.

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 DoClient Experience & Advisory Support
  • Build relationships with prospective clients through proactive outreach and engagement
  • Coordinate schedules and book qualified appointments for financial advisors
  • Ask thoughtful questions to understand client needs and ensure appropriate advisor matching
  • Maintain consistent follow-up with prospects and clients throughout the engagement process
  • Support a positive and professional experience for prospective and existing clients
Operational & Compliance Excellence
  • Accurately enter and maintain prospect and client information within the CRM system
  • Coordinate advisor calendars and appointment scheduling across multiple locations
  • Track outreach activities and maintain organized records of client interactions
  • Support marketing and prospecting initiatives through accurate documentation and follow-through
  • Ensure data integrity and adherence to company processes and procedures
Growth & Retention
  • Generate qualified appointments through marketing and prospecting efforts
  • Contact, qualify, and schedule prospective clients for advisor meetings
  • Attend seminars and educational workshops and assist with event coordination
  • Help convert prospects into long-term clients through effective follow-up and relationship building
  • Work proactively to support business development goals and department objective

QUALIFICATIONS
What You BringRequired
  • Previous experience in appointment scheduling, inside sales, client relationship management, or a related role
  • Strong communication and follow-through skills
  • Ability to build rapport and motivate prospects to schedule and keep appointments
  • Excellent organizational and time management skills
  • Ability to manage multiple priorities and work independently
  • Results-oriented mindset with a focus on achieving goals
Preferred
  • Bachelor's degree
  • Financial services, wealth management, insurance, or related industry experience
  • Experience with Salesforce or other CRM platforms
  • Microsoft Office proficiency
  • Telephone sales or inside sales experience
  • Ability to work occasional evening events and seminars
Core Competencies
  • Relationship building
  • Persuasive communication
  • Active listening
  • Organization and attention to detail
  • Goal orientation
  • Initiative and accountability
  • Customer service excellence
  • Adaptability and resilience

ADDITIONAL INFORMATION

Compensation:
Salary range: $59,000 – $69,000 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 In-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 (If Applicable)

This position may require:

  • Active FINRA license required or ability to obtain within the agreed upon timeline after hire

  • CFP® preferred or encouraged

  • 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-AM1

#LI-In-Office


Location Type
In-OfficeQualifications:
What You BringRequired
  • Previous experience in appointment scheduling, inside sales, client relationship management, or a related role
  • Strong communication and follow-through skills
  • Ability to build rapport and motivate prospects to schedule and keep appointments
  • Excellent organizational and time management skills
  • Ability to manage multiple priorities and work independently
  • Results-oriented mindset with a focus on achieving goals
Preferred
  • Bachelor's degree
  • Financial services, wealth management, insurance, or related industry experience
  • Experience with Salesforce or other CRM platforms
  • Microsoft Office proficiency
  • Telephone sales or inside sales experience
  • Ability to work occasional evening events and seminars
Core Competencies
  • Relationship building
  • Persuasive communication
  • Active listening
  • Organization and attention to detail
  • Goal orientation
  • Initiative and accountability
  • Customer service excellence
  • Adaptability and resilience
Education:UNAVAILABLEEmployment Type: FULL_TIME

What Alera Group employees say

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