Full-Time
Account Coordinator
Employee Benefits
Alera Group
1,001-5,000 employees
Provides employee benefits, risk, wealth management
Compensation Overview
$50k/yr
Mechanicsburg, PA, USA
Hybrid
Hybrid schedule with two or fewer days in the office.
 Sales & Account Management (1) |
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- Experience in client service, employee benefits, or an insurance-related environment.
- Strong customer service skills with ability to manage multiple accounts and priorities.
- Knowledge of benefits administration, enrollment processes, and compliance considerations.
- Excellent communication, collaboration, and organizational skills.
- Strong attention to detail and ability to manage data accurately.
- Partner with clients to support employee benefits programs and deliver a high level of customer service.
- Work cooperatively with Account Managers throughout the entire renewal lifecycle, including pre-renewal quoting, implementation, and final wrap-up.
- Respond to client inquiries, complaints, and service requests via phone and email, ensuring timely and accurate communication.
- Maintain detailed records of client inquiries, including tracking and documenting activity within systems.
- Administer benefits programs, including enrollments, terminations, and other account changes, and reconcile updates with monthly carrier invoices.
- Maintain accurate documentation in systems and ensure compliance with carrier requirements and internal processes.
- Fully understand and execute carrier submission requirements, ensuring accuracy in documentation and workflows.
- Work closely with internal teams regarding benefits administration, COBRA, and compliance activities.
- Leverage reporting tools and data to support account administration and ensure operational accuracy.
- Support renewal and quoting processes to ensure timely and effective program delivery.
- Develop and maintain positive relationships with clients, carriers, and vendors.
- Identify trends in customer feedback and escalate issues to management to improve service delivery.
- Assist in managing multiple accounts while ensuring high levels of customer satisfaction and follow-up.
- Proficiency in Microsoft Office with strong emphasis on Excel.
- Experience working with agency management systems or enrollment platforms.
- Familiarity with COBRA and benefits administration tools.
- Analytical skills with ability to interpret data and support decision making.
Alera Group provides employee benefits, risk management, and wealth management services for businesses, nonprofits, and individuals across the United States. It combines national resources with local offices to tailor consulting, pricing, and advisory services. Core offerings include employee benefits consulting, property and casualty insurance, retirement plan services, and wealth management, plus compliance, wellness programs, and reference-based pricing to manage healthcare costs. Its goal is to help clients navigate insurance and financial landscapes, stay compliant, and control costs while meeting benefits and wealth objectives.
Company Size
1,001-5,000
Company Stage
Debt Financing
Total Funding
$4.3B
Headquarters
Deerfield, Illinois
Founded
2017
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Simplify's Take
What believers are saying
- 2025-2026 acquisitions show continued M&A momentum across benefits, P&C, and wealth.
- October 2025 OHCA endorsement expands senior-care distribution and deepens specialized employee-benefits reach.
- White-labeled DAF launch with Give broadens wealth services ahead of Giving Tuesday 2025.
What critics are saying
- March 2026 data-breach settlement exposes cybersecurity failures and triggers customer trust damage.
- March 2026 trade-secret and client-data lawsuits signal producer retention and control problems.
- $4.66 billion refinancing leaves heavy leverage and tight execution pressure through 2026.
What makes Alera Group unique
- National roll-up pairs local offices with Alera Group’s cross-specialty platform.
- 2025 expanded retirement and wealth scale through Advanced Capital Group and Trinity Advisors.
- 2025-2026 acquisitions strengthened niche insurance coverage, especially senior care and private-equity risk.
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Growth & Insights and Company News
6 month growth
↓ -6%1 year growth
↓ -6%2 year growth
↓ -6%Edelman snags retirement advisory team leader formerly of OneDigital, Alera Group. Christian Mango will take the newly created role with the goal of further syncing Edelman Financial Engines' workplace investments business with its financial planning and wealth advice. Alex Ortolani, Senior Reporter, Wealth Management August 11, 2026 Edelman Financial Engines, the registered investment advisor and 401(k) managed account provider, has hired a retirement plan advisor lead with recruiting and M&A experience, most recently at OneDigital, as well as experience in financial wellness and planning for retirement plan participants. Christian Mango will join Edelman as senior vice president and retirement advisory practice lead at the Santa Clara, Calif.-based RIA, the firm announced Tuesday. In the newly created role, Mango will work to strengthen the ties between Edelman's workplace retirement benefits business and financial planning, participant engagement and personalized wealth advice. "This is really about leading the growth of the retirement plan services business here and focusing on advancing the firm's strategy to deliver market-leading fiduciary retirement solutions," Mango said. The retirement plan industry executive was drawn to the "scale of the opportunity" with Edelman, noting that one of the country's largest 401(k) managed account providers and wealth managers, which oversees more than $300 billion in assets, has a "track record" in both workplace benefits and wealth planning. "That workplace to wealth engagement platform they've been so good at it gives us an opportunity to reach people earlier in their financial lives," Mango said. "Workplace is where that financial journey often begins... and we are not just improving retirement outcomes, but giving participants a pathway they might not otherwise have access to." Mango will also be responsible for acquisitions and advisor recruiting for the division, something he had been doing at OneDigital and, before that, at the Alera Group, where he was national practice leader for retirement plan services. He said Edelman will be a draw for retirement plan advisors partly because many of its over 1 million clients have small businesses that need 401(k) advice and management. "That is a tremendous opportunity for a retirement plan advisor to join us because there's such a natural synergy there to provide additional services to those business owner clients," he said. Mango hadn't been with OneDigital long, having joined in July 2025 as senior vice president of corporate development, and then departing in April 2026 to briefly run his own consulting firm. He said a role going back to building a retirement plan services division was a draw for the move to Edelman. From 2019 to 2022, Mango led a financial wellness program at RIA Prime Capital called Financial Fitness for Life, which offered financial coaching and wellness services to 401(k) plan participants. "EFE has market-leading capabilities in investments, in engaging retirement plan participants and in connecting the workplace to wealth planning," CEO Ralph Haberli said in a statement about the hire. "The opportunity to extend and scale those capabilities to retirement plan advisers and smaller plans is significant, and we're excited to have Christian on board to help us realize that potential." Haberli took over from Jay Shah in October 2025. In May of this year, he engineered leadership changes that included hiring Steve Gaven from SageView Advisory as chief financial officer to replace Suzanne van Staveren and restructuring the wealth planning leadership team to bolster its planning capabilities and advisor recruiting. Senior Reporter, Wealth Management Alex Ortolani is a New York-based senior reporter with Wealth Management with a focus on deals, moves and trends in the registered investment advisor space. In addition to financial and business reporting, he has worked in media relations and corporate communications for tech firms and Fortune 500 companies.
Baldwin's Nolato Contour set to receive national health care award. * tom stangl * jul 31, 2026 * 0. Nolato Contour will be honored as a 2026 Rosie Award winner by Health Rosetta during RosettaFest 2026, a national gathering of employers, benefits advisors and clinicians set for July 29-31 at the Gaylord Opryland Resort in Nashville, Tennessee. The award will be presented July 30. The Baldwin manufacturer, which employs 358 people at its polymer material design and manufacturing plant, will be recognized for the fourth consecutive year for building a health plan that outperforms the market on cost, quality and employee experience. The Health Rosetta ecosystem covers more than 10,000 employer and public-sector health plans nationwide. This year, more than 2,000 plans were evaluated, 182 advanced as finalists and 88 were ultimately named Rosie Award winners, according to Health Rosetta. Rosie Award winners are chosen using three measures: a score on Health Rosetta's Plan Grader benchmark, how strategically a company reinvests its Health Rosetta Dividend, savings generated through better plan design, back into its workforce and community, and a willingness to share what has worked with other employers. Nolato Contour Director of Human Resources April Robelia said the recognition reflects the company's approach to employee benefits. "We're proud to be recognized as a Rosie Award winner for the fourth consecutive year because it reinforces that putting employees first is the right investment," Robelia said. "Our goal has been to provide benefits that support the health and well-being of our workforce while delivering long-term value." For employees and their families, the recognition translates into easier access to care, benefit dollars that go further and a benefits package built around their lives, according to Health Rosetta. In a competitive job market, company officials said that approach helps Nolato Contour attract talent while supporting the employees who already work there. Nolato Contour's health plan was designed in partnership with Health Rosetta Advisor Kristi Cherney of Alera Group. Cherney said the company has been intentional about building a plan that gives employees access to high-value providers, onsite clinic support and a strategy focused on better health outcomes. Nolato Contour is also part of the ThriveTogether Collaborative Health Plan, a community-based employer collaboration curated by Alera Group that brings employers, advisors, providers and care partners together to improve access and simplify navigation for patients. Nolato Contour is part of the global Nolato Group and specializes in developing and manufacturing advanced polymer products for the medical technology and pharmaceutical industries.
Legal alert: IRS issues ACA affordability percentage adjustment for 2027. July 24, 2026. The Internal Revenue Service (IRS) has released Rev. Proc. 2026-26, which contains the inflation adjusted amounts for 2027 used to determine whether employer-sponsored coverage is "affordable" for purposes of the Affordable Care Act's (ACA) employer shared responsibility provisions and premium tax credit program. As shown in the table below, for plan years beginning in 2027, the affordability percentage for employer mandate purposes is indexed to 10.22%. While not as significant of an increase as 2025, it marks the first time the percentage has exceeded 10%. The IRS has also released Rev. Proc. 2026-22, which contains the indexed amounts used to calculate employer shared responsibility payments (ESRP) for 2027. Under the ACA, applicable large employers (ALEs) must offer health insurance coverage to full-time employees. If an ALE does not offer coverage (or does not offer affordable coverage), it may be subject to an ESRP. An ALE is an employer that employed 50 or more full-time equivalent employees on average in the prior calendar year. Coverage is considered affordable if the employee's required contribution for self-only coverage under the employer's lowest-cost, minimum value plan does not exceed 10.22% of the employee's household income in 2027 (prior years are also shown above). An ALE may rely on one or more safe harbors in determining if coverage is affordable: W-2, Rate of Pay, and Federal Poverty Level. If the employer's coverage is not affordable under one of the safe harbors and a full-time employee is approved for a premium tax credit for Marketplace coverage, the employer may be subject to an ESRP. Since 2019, the individual mandate penalty imposed on individual taxpayers for failure to have qualifying health coverage was reduced to $0 under the Tax Cuts and Jobs Act, effectively repealing the federal individual mandate. A previous lawsuit challenging the constitutionality of the ACA due to this change to the individual mandate penalty was unsuccessful. The employer mandate has not been repealed, and the IRS continues to enforce it through Letter 226J. The IRS is currently enforcing employer shared responsibility payments for tax year 2024 as well as enforcing the reporting requirement itself. The IRS aggressively enforces the ACA reporting requirement, notifying applicable large employers via Letter 5699 if the IRS has not received the employer's forms 1094-C and forms 1095-C. Federal Poverty Level (FPL) Safe Harbor for 2027 Employers using the FPL safe harbor to ensure their coverage is affordable may set a required employee contribution that does not exceed 10.22% of the mainland single federal poverty line in effect within six months before the start of the plan year, divided by 12. For calendar year 2027 plans, this means that the FPL safe harbor is calculated by taking the 2026 FPL ($15,960) multiplying by 10.22%, and dividing by 12 to get a monthly rate of $135.926. While in many cases, the IRS permits standard rounding (such as to $135.93), a cautious approach is to set the FPL safe harbor at $135.92 for calendar year 2027plans. Action Items for Employers This change in the affordability threshold for next year gives employers a good-sized increase from 2026 in terms of setting affordability. As such, Applicable Large Employers should do the following in preparation for 2027: * Familiarize themselves with the updated, increased affordability percentage for plan years beginning in 2027. * Factor in this increase when setting employee contribution rates for plan years beginning in 2027 to ensure coverage will be affordable. For employers with non-calendar year plans, use the affordability percentage in place at the start of the plan year. * Be prepared to file forms 1094-C and 1095-C with the IRS electronically in 2027. * Check to ensure prior year forms have been filed and accepted by the IRS. Employers who e-file receive a receipt ID if their filing is "accepted" or "accepted with errors." About the Author. This alert was prepared for Alera Group by Barrow Lent LLP, a national law firm with recognized experts on ERISA and the Affordable Care Act. Contact Stacy Barrow or Nicole Quinn-Gato at [email protected] or [email protected]. The information provided in this alert is not, is not intended to be, and shall not be construed to be, either the provision of legal advice or an offer to provide legal services, nor does it necessarily reflect the opinions of the agency, its lawyers, or its clients. This is not legal advice. No client-lawyer relationship between you and its lawyers is or may be created by your use of this information. Rather, the content is intended as a general overview of the subject matter covered. This agency and Barrow Lent LLP are not obligated to provide updates on the information presented herein. Those reading this alert are encouraged to seek direct counsel on legal questions.
Alera Group partners with Give, a TIFIN platform, to launch white-labeled Donor-Advised Fund platform for clients. Enhanced partnership expands Alera Group's wealth capabilities with a digital-first approach to philanthropy. DEERFIELD, Ill.-(BUSINESS WIRE)-Alera Group, a top national insurance and financial services firm, today announced a partnership with Give, a leading digital philanthropy platform within the TIFIN ecosystem, to launch a modern white-labeled Donor-Advised Fund (DAF) platform for Alera Group's advisors and clients. The new Alera Charitable offering integrates charitable giving seamlessly into the firm's growing wealth management and retirement planning capabilities. "As we continue to scale our wealth offering at Alera Group, we're committed to providing the tools and capabilities today's high-net-worth clients expect from a modern advisory experience," - Mike Moss, Platform Leader, Wealth Services, Alera Group. Share The new DAF will be the flagship charitable giving vehicle offered through Alera Group Wealth Services, representing a strategic milestone in the expansion of the firm's comprehensive wealth platform. The Give platform, which processed over $90 million in charitable grants and more than 15,000 transactions in 2024, enables Alera Group advisors to deliver a personalized, modern donor-advised experience. Advisors enable clients to seamlessly contribute, invest, and grant to the causes they care about, all within one intuitive, advisor-led interface. "We're proud to partner with Alera Group to make philanthropy more accessible, personal, and integrated," said Paul Lussow, CEO of Give. "Our mission at TIFIN Give is to integrate purpose into financial decisions enabling financial institutions to align capital with impact. This partnership reflects that vision." "As we continue to scale our wealth offering at Alera Group, we're committed to providing the tools and capabilities today's high-net-worth clients expect from a modern advisory experience," added Mike Moss, Platform Leader, Wealth Services at Alera Group, Inc. "Philanthropy is an essential part of that evolution. Partnering with Give enables us to deliver a digital donor-advised fund that's flexible, tax-smart, and aligned with how clients want to give and invest with purpose." * A unified digital experience that simplifies charitable giving for advisors and clients. * Robust asset management solutions through the Alera Group Wealth TAMP, with multi-custody flexibility and accessible minimums. * Tax-optimized planning tools that integrate philanthropy into holistic wealth strategies. * A modern, white-labeled client interface reflecting Alera Group's brand and values. The platform's launch comes ahead of Giving Tuesday on December 2, underscoring both organizations' commitment to helping clients make a greater impact through intentional, well-planned generosity. Building on Alera Group's 2024 integration of TIFIN @Work, this latest initiative highlights the continued leadership in adopting innovative AI solutions that elevate wealth experiences. About Alera Group Alera Group is an independent financial services firm with $1.5 billion in gross revenue, offering comprehensive property and casualty insurance, employee benefits, wealth services and retirement plan solutions to clients nationwide. Working collaboratively across specialties and across the country, Alera Group's team of more than 4,600 colleagues offer unique solutions, personalized service and proactive insights to help ensure each client's business and personal success. Give, a TIFIN company, is a digital donor-advised fund (DAF) platform that enables wealth firms to grow assets and strengthen relationships through modern philanthropy. By engaging the next generation, offering unmatched investment flexibility, and integrating tax-efficient strategies, TIFIN Give turns charitable giving into a strategic lever for client retention, acquisition, and expansion. The TIFIN Group LLC (TIFIN) is a platform of products and companies that apply AI for financial services, with a focus on wealth management, asset management and insurance. TIFIN's companies include Magnifi, TIFIN @Work, TIFIN Sage, TIFIN AG, TIFIN AMP, TIFIN Wealth, Helix, Give, TIFIN IP, and TIFIN AXIS. TIFIN is backed by leading investors including J.P. Morgan, Morningstar, Hamilton Lane, Franklin Templeton and SEI, among others. Media Contacts Joe Steuter Intention.ly on behalf of Alera Group [email protected] 402.380.1093 Tanya Bhasin TIFIN [email protected] 408.332.1750 More News From Alera Group DEERFIELD, Ill.-( BUSINESS WIRE )-Overland Park-based advisor Adam Bettis joins Alera Group's expanding network of affiliated wealth and retirement plan professionals... DEERFIELD, Ill.-( BUSINESS WIRE )-Alera Group, a leading national insurance and financial services firm, announced today it is expanding its Mid-Atlantic footprint with the acquisition of West Chester-based Trinity Advisors Group (TAG), a retirement plan consulting firm. For nearly two decades, TAG has delivered qualified retirement-plan consulting to corporate clients across Greater Philadelphia. The firm is led by founder Michael McCabe, who established the company in 2006 and has been consis... DEERFIELD, Ill.-( BUSINESS WIRE )-Alera Group accelerates growth in Wealth Management and Retirement Plan Divisions...
Oregon Health Care Association expands partnership with Alera Group and Propel Insurance to deliver comprehensive Employee Benefits and risk solutions. News provided by. PORTLAND, Ore., Oct. 15, 2025 /PRNewswire/ - Oregon Health Care Association (OHCA) has endorsed Alera Group as its Employee Benefits partner, complementing OHCA's existing endorsement of Propel Insurance, an Alera Group Company, for Property and Casualty insurance. Together, Alera Group and Propel Insurance will provide OHCA members with coordinated benefits and risk solutions designed specifically for senior care organizations. OHCA has advanced high-quality long-term care in Oregon for more than 75 years through education and effective advocacy for its members and the residents they serve. "The demand for long-term care is growing in Oregon. OHCA's members need high-quality services and solutions for their operations, particularly to help support and retain their valuable employees," said OHCA CEO Phil Bentley. "Our friends at Alera Group have demonstrated their commitment to long-term care in Oregon, and we are pleased to be partnering with them." Alera Group and Propel Insurance bring senior care specialization and national scale to OHCA members. Alera Group's Employee Benefits experts partner with providers to design strategies that improve workforce retention, control costs, and strengthen employee experience. Together with Propel Insurance's risk and claims professionals, the combined team supports more than 300 providers nationwide with solutions tailored to the unique demands of senior care. Leaders from across Alera Group emphasized the value of the dual endorsement: * "OHCA's endorsement reflects the trust we've earned by delivering measurable solutions to employers across the region," said John Davidson, Enterprise Sales Executive, Alera Group. "From advanced healthcare strategies to innovative benefits design, we're proud to bring national expertise to local challenges." * "Operating in senior care is uniquely demanding," said Brandon Adams, Regional Director, Propel Insurance. "Our coordinated approach gives OHCA members one team, clear accountability, and data-driven guidance across benefits and risk." * "We are honored to serve as OHCA's endorsed partners for both Employee Benefits and Property and Casualty," said Brenda Bassett, Employee Benefits Practice Leader, Alera Group Northwest. "Supporting those who care for seniors is a responsibility we take to heart. By bringing local, trusted, and compassionate solutions to this essential industry, we help organizations strengthen retention, manage costs, and stay focused on what matters most: resident care." Alera Group and Propel Insurance are committed to helping OHCA members tackle workforce retention, rising benefit costs, and evolving risks. This dual endorsement gives providers a trusted partner for both Employee Benefits and Property and Casualty, with resources, insights, and ongoing support designed for the senior care community. About Oregon Health Care Association (OHCA) OHCA promotes high-quality long-term care and services through professional development and effective advocacy that shapes public and private policy in Oregon. For more information, visit ohca.com and follow on LinkedIn. About Alera Group Alera Group is an independent financial services firm with more than $1.5 billion in gross revenue, offering comprehensive property and casualty insurance, employee benefits, wealth services and retirement plan solutions to clients nationwide. Working collaboratively across specialties and across the country, Alera Group's team of more than 4,600 colleagues offer unique solutions, personalized services and proactive insights to help ensure each client's business and personal success. For more information, visit aleragroup.com and follow Wrightcb on LinkedIn. About Propel Insurance Propel Insurance, an Alera Group Company, is one of the nation's leading insurance brokers with a significant senior-care platform serving more than 300 providers across the country through specialized advisors, clinicians, risk consultants, and claims advocates. For more information, visit propelinsurance.com and follow on LinkedIn. SOURCE Alera Group