Benefits Analyst
Listed on 2026-07-08
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Finance & Banking
Financial Analyst, Risk Manager/Analyst, Financial Compliance, Regulatory Compliance Specialist
Benefits Analyst
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 a Benefits Analyst 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 GroupAlera Group was founded in 2017 and has grown to become the 14th largest broker of U.S. business. We are passionate about our clients’ success in the areas of Employee Benefits, Property and Casualty Insurance, and Financial Services. With a network of offices nationwide, our commitment to collaboration allows us to offer national resources combined with local service.
Responsibilities- Build, maintain, and support reporting, contribution modeling, renewal analysis, and RFP deliverables.
- Support benchmark reporting and analytical deliverables for client teams.
- Partner closely with analysts, consultants, and client service teams to ensure timely execution of deliverables.
- Support client analysis while developing knowledge of benefits design, funding strategies, and cost structures.
- Maintain CRM data and reporting related to new business activity.
- Support client administrative deliverables including census work, plan audits, and document review.
- Assist with compliance‑related support such as annual notices, 5500 data collection, and compensation disclosures.
- Partner with implementation teams on vendor transitions and onboarding activities.
- Support ad hoc reporting, analysis, and strategic client deliverables.
- Contribute to a collaborative, team‑oriented culture aligned with Alera’s values.
- Bachelor’s degree preferred (or equivalent relevant professional experience).
- Prior internship or professional experience demonstrating analytical ability, client service exposure, and increasing responsibility.
- Strong organizational and project management skills.
- Excellent written and verbal communication skills.
- Strong analytical mindset with attention to detail and problem‑solving ability.
- Proficiency in Microsoft Office, especially Excel, Word, and PowerPoint.
- Foundational understanding of employee benefits design, funding, and cost structures preferred.
- Experience in insurance, employee benefits, healthcare, finance, human resources, analytics, or a related field preferred.
- Ability to work independently in a hybrid/remote environment.
- Willingness to obtain a State Life & Health license within 90 days of hire.
- Ability to thrive in a collaborative, fast‑paced environment.
- Strong accountability and ownership mindset.
- Curiosity and willingness to continue learning within the employee benefits space.
- Ability to balance analytical execution with client service priorities.
- Adaptability in a growing and evolving organization.
- Role‑specific learning paths.
- Leadership development programs.
- Technical and compliance training.
- Industry certifications and continuing education support.
- Peer learning and knowledge‑sharing communities.
- Compensation Range: $60,000–$75,000 annually.
- Bonus Eligibility: 3% annual bonus.
- Benefits: medical, dental, vision, life and disability coverage, 401(k), generous PTO, and more.
- Work Model: hybrid opportunity for candidates located within the Northeast region, with occasional in‑person team gatherings (typically quarterly) to support collaboration and team connection.
- Location Type:
Hybrid – 2 or fewer days in office.
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.
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