Alera Group is an independent, national insurance and financial services firm created through the merger of like-minded, high-performing, entrepreneurial companies across the United States.
Why work with Alera Group? Because we provide the best of both worlds – national scope combined with local service. Our mission is to transform the client experience by providing a greater depth and breadth of resources, innovative thinking and constant collaboration, while maintaining strong local relationships.
National Scope
Our clients benefit from our national resources and broad expertise. Whether we are:
> Designing an innovative and affordable benefit plan for a mid-sized corporation in Boca Raton, FL
> Guiding a wealth management client across the finish line into retirement in Anchorage, AK
> Consulting with a new risk management client about how to proactively reduce losses on construction sites in Boston, MA
Local Service
Each Alera Group company is unique, with individual local and niche industry specialties. Our offices care about their local communities and often have long-standing relationships with clients that span years or even generations. We encourage both a collaborative culture and the opportunity for each location to have its own personality. We believe this enables us to deliver exceptional client experiences and the best possible outcomes – positively impacting our employees, clients and the communities where we live and work.
Providing customized benefit solutions to our clients, our consultants work with clients to devise and implement a strategy that aligns with the organization’s business and financial objectives. CBIZ’s collaborative and strategic approach fosters a true partnership between CBIZ benefit professionals and our clients yield efficient processes surrounding plans concerning Health and RX, Life and disability, Dental and vision, Long-term care, Health & productivity management, Wellness programs, Voluntary benefits, Flexible spending and COBRA, Compliance, and Actuarial Services.