Legal Entity & Carrier Consolidation Specialist at Alera Group
United States
$90k - $150k
<strong>OVERVIEW</strong> <br><br><p style="margin-left: 5.0pt;"><img src="https://aleragroup.icims.com/icims2/servlet/icims2?module=AppInert&action=download&id=144345&hashed=-2046073511" alt="Alera_Color_250x80" /></p><h2 data-section-id="jibidg" data-start="300" data-end="318"><span role="text" style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><strong data-start="303" data-end="318">Legal Entity & Carrier Consolidation Specialist</strong></span></h2><p style="margin: 0px;" data-start="320" data-end="377"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><strong data-start="320" data-end="333">Location:</strong> Remote</span></p><h3 data-section-id="14rplcf" data-start="379" data-end="400"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">About Alera Group</span></h3><p style="margin: 0px;" data-start="402" data-end="776"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Founded in 2017, Alera Group is one of the nation's leading independent insurance and financial services firms. We combine the strength of a national organization with the personalized service and expertise of local teams to help clients succeed across Employee Benefits, Property & Casualty Insurance, Retirement Plan Services, Wealth Services, and Human Capital Solutions.</span></p><h3 data-pm-slice="1 1 []"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">The Opportunity</span></h3><p style="margin: 0px;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><strong>Do you understand insurance carrier relationships, agency appointments, broker codes, and the details that keep insurance operations running smoothly?</strong></span></p><p style="margin: 0px;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Alera Group is seeking a <strong>Legal Entity & Carrier Consolidation Specialist</strong> to support our enterprise transformation efforts across Employee Benefits (EB) and Property & Casualty (P&C).</span></p><p style="margin: 0px;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">You'll take hands-on ownership of carrier and legal entity consolidation activities—from gathering information and preparing documentation to resolving exceptions and confirming completion. Your work will help protect client service, carrier access, and commission continuity as we bring offices and operations together.</span></p><h3 data-section-id="g4t5bt" data-start="778" data-end="803"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Why Join Alera Group?</span></h3><ul data-start="805" data-end="1251"><li data-section-id="1301r5o" data-start="805" data-end="969"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><strong data-start="807" data-end="835">Collaborate with purpose</strong> – Work alongside colleagues who believe the best results come from strong partnerships, shared expertise, and supporting one another.</span></li><li data-section-id="jprmnj" data-start="970" data-end="1121"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><strong data-start="972" data-end="993">Build your career</strong> – Expand your expertise through meaningful work, continuous learning, and opportunities across a growing national organization.</span></li><li data-section-id="1ah4pft" data-start="1122" data-end="1251"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><strong data-start="1124" data-end="1142">Make an impact</strong> – Help businesses protect what matters most while delivering solutions that support their long-term success.</span></li></ul> <br><strong>RESPONSIBILITIES</strong><br><br><p style="margin: 0px;"> </p><div><ul><li><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Execute assigned legal entity and carrier consolidation projects from discovery and data gathering through implementation, validation, and completion</span></li><li><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Conduct research and discovery activities to identify carrier relationships, broker codes, carrier contracts, banking arrangements, licensing requirements, and operational dependencies</span></li><li><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Prepare, review, and coordinate carrier forms, appointment materials, EFT documentation, broker code updates, legal documents, and related submissions</span></li><li><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Partner with local offices, carrier representatives, Legal, Licensing, Finance, Treasury, Accounting, and external partners to support successful consolidation activities</span></li><li><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Manage carrier appointment updates, contract administration, licensing dependencies, banking changes, and carrier-specific operational requirements</span></li><li><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Serve as the day-to-day operational contact for assigned consolidation efforts and provide guidance, support, and status updates to key stakeholders</span></li><li><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Maintain accurate records, documentation, milestones, risks, and completion evidence within approved project management and tracking systems</span></li><li><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Identify process improvement opportunities and contribute to the development of scalable procedures, templates, documentation, and best practices</span></li></ul></div> <br><strong>QUALIFICATIONS</strong><br><br><p style="margin: 0px;"> </p><div><h2><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Required Qualifications</span></h2><ul><li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Bachelor's degree in Business, Insurance, Finance, Legal Studies, or a related field, or equivalent professional experience</span></li><li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Minimum of 5 years of experience in insurance brokerage operations, carrier contracting, licensing, legal entity administration, compliance, commission accounting, M&A integration, or a related field</span></li><li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Working knowledge of Employee Benefits and/or Property & Casualty carrier structures, agency appointments, broker codes, licensing requirements, banking processes, and commission administration</span></li><li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Demonstrated experience managing documentation-intensive projects involving multiple stakeholders and deadlines</span></li><li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Proficiency with Microsoft 365 applications and structured project management or work tracking tools</span></li><li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Strong organizational skills with exceptional attention to detail and recordkeeping accuracy</span></li><li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Excellent verbal and written communication skills</span></li><li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Ability to work independently in a fast-paced environment while effectively collaborating across multiple teams and time zones</span></li></ul><h2><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Preferred Qualifications</span></h2><ul><li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Experience supporting merger, acquisition, integration, or transformation initiatives</span></li><li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Experience working with Monday.com or similar project management platforms</span></li><li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Knowledge of carrier contracting, entity licensing, state insurance regulations, and Department of Insurance requirements</span></li><li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Experience supporting commission accounting, EFT transitions, or banking change management initiatives</span></li><li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Understanding of broker management systems and carrier portal administration</span></li><li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Proven ability to identify and resolve operational issues while balancing business needs, compliance requirements, and service continuity</span></li></ul></div><p style="margin: 0px;"> </p><h2 data-section-id="1y6prn5" data-start="3648" data-end="3663"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Compensation</span></h2><ul data-start="3665" data-end="3742"><li data-section-id="nivhie" data-start="3665" data-end="3709"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><strong data-start="3667" data-end="3684">Salary Range:</strong> $90,000–$150,000 annually</span></li><li data-section-id="1fuz651" data-start="3710" data-end="3742"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><strong data-start="3712" data-end="3731">Bonus Eligible:</strong> Yes</span></li></ul><h2 data-section-id="2qq1z5" data-start="3744" data-end="3755"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Benefits</span></h2><p style="margin: 0px;" data-start="3757" data-end="3826"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Eligible colleagues enjoy a comprehensive benefits package including:</span></p><ul data-start="3828" data-end="3991"><li data-section-id="yb7bkw" data-start="3828" data-end="3867"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Medical, dental, and vision insurance</span></li><li data-section-id="ne3mt3" data-start="3868" data-end="3898"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Life and disability coverage</span></li><li data-section-id="gtl4fr" data-start="3899" data-end="3907"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">401(k)</span></li><li data-section-id="y2g7q4" data-start="3908" data-end="3932"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Generous paid time off</span></li><li data-section-id="kq0sc7" data-start="3933" data-end="3991"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Professional development and career growth opportunities</span></li></ul> <br><strong>ADDITIONAL INFORMATION</strong><br><br><h3 class="PDq2pG_selectionAnchorContainer" data-section-id="1ye5t7d" data-start="3989" data-end="4009"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Work Arrangement</span></h3><p style="margin: 0px;" data-start="4011" data-end="4062"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">This position is Remote</span></p><p style="margin: 0px;"> </p><p style="margin: 0px;" data-start="4353" data-end="4494"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><strong data-start="4353" data-end="4377">Travel Requirements:</strong> Occasional travel may be required to support office implementations, training, and collaboration with project teams.</span></p><p style="margin-bottom: 0in;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">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.</span><br /><br /></p><p style="margin: 0in;"><span style="font-size: 12pt; font-family: Aptos, sans-serif;">Alera Group is committed to protecting your privacy. Please review our <u><span style="color: blue;">Privacy Policy</span></u> to understand </span><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt; color: #000000;">what personal information we may collect and use as part of your application process.</span></p><p style="margin: 0in;"> </p><p style="margin: 0in;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">#LI-JP1</span></p><p style="margin: 0in;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">#Nationwide </span></p> <br><strong>Location Type</strong><br><br>Remote
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