About Us
TRUEbenefits is embracing our Alera Group brand to reflect our national capabilities, industry expertise and expanded resources in all areas of our business.
In 2017, TRUEbenefits and 23 firms across the nation joined to form Alera Group. Six years later, we are 180 firms strong, working together to leverage powerful relationships, industry experience and resources with the goal of supporting our clients’ business strategies and elevating the experience of working with us. By embracing our new branding of Alera Group, we will continue to bring our clients a personalized set of solutions while reflecting our expanded capabilities. What remains consistent is holding our clients at the core of our business.
We are excited about this next step in our evolution as we continue to build a great company with clients at our center. Through collaboration and teamwork, we will continue to offer you the resources of a national firm along with the personalized experience of a local partner.
As Alera Group, we are stronger together!
Beyond Benefits as Usual
We ask questions you haven’t heard before. Digging deeper gives us the understanding to customize cost-effective solutions that advance our clients’ business goals, see them through times of rapid change, and help recruit and retain the best people in their industries. Our clients know they can count on us for total transparency and an independent point of view. Our firm attracts passionate, industry-experienced people who value the time we give them to go above and beyond for our clients. It’s not enough to be reactive around renewal time. Together, we bring the strategic thinking, attention to detail and proactive perspective that employee benefits need all year round.
By delivering measurable results and client satisfaction, we have earned a Net Promoter Score of 88 —much higher than those of leading Fortune 500 companies. Most important, it earns our clients’ confidence that they’re getting higher value from every benefit dollar.
Meet Our Team
Meet our Team
Victor Carter
Client ManagerVictor Carter, Client Manager, has worked in benefit administration and account management for over 25 years. His combination of administrator, broker and carrier experience give him a well-rounded approach to helping employers navigate their benefit programs. He is customer focused and loves working with clients to help them achieve and exceed their goals and expectations. Victor joined Alera Group in 2020. When Victor’s not working, he enjoys spending time with family, cooking and exploring new places.
Jennifer Lyon
Analytics Team LeadJen Lyon, Analytics Team Lead has been in the insurance industry for over twenty years, working on everything from individual coverage to large group. She loves taking complex insurance concepts and breaking them down so they are easy for everyone to understand. Detail-oriented, persistent, and driven to keep learning, Jen excels at helping clients find ways to control costs and create value in their employee benefit packages. She has an MBA and is a Certified Employee Benefit Specialist (CEBS) and Registered Health Underwriter (RHU). In her free time, Jen enjoys traveling, hiking, paddle boarding, and boating. As a U.S. Navy veteran, she also volunteers at her local American Legion post, helping to support both current military personnel and veterans.
Lindsay Haley
Senior AnalystLindsay Haley, Senior Analyst has been bringing her background in hospitality and analytics to the benefits space for the past fifteen years. She understands the importance of the benefits employers provide their employees and is committed to helping our clients get the most out of their investment in those benefits. Hard working, focused, and reliable, Lindsay loves finding creative solutions to help clients control costs. She has a BA focused in Hospitality Management from Washington State University. Her free time is spent with her family, cooking, gardening, and exercising.
Damir Kadiric
AnalystDamir Kadiric, Analyst, has 10 years of combined experience in the insurance industry working for one of Washington State’s largest health plan carriers and now working on the broker side of the industry. He brings with him the experience and knowledge of customer care and claims advocacy. Damir is passionate about building a strong relationship with his clients and providing them with excellent service. He is looking forward to applying his knowledge and skills as he continues to grow with Alera Group. Damir spends his free time traveling with his wife, hiking, and working out.
EXPERT EDUCATION
Events and Webinars
Employee Benefits
Supporting Women’s Health Month: Trending Employee Benefits
In this session, we’ll talk about how employers are helping female employees and dependents be their best through every phase of life: From fertility, maternal care and parenting to peri/menopause, caregiving and mental health.
May 16, 2024 at 01:00 pm CT | Virtual
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Q2 Compliance Update
Alera Group's quarterly employee benefits compliance roundup will help you stay current on the latest national regulatory developments impacting employers.
June 4, 2024 at 01:00 pm CT | Virtual
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Optimize Your Benefits: A Three-Pronged Approach
Want to lower healthcare costs and enrich your benefits program at the same time? If so, this webinar is for you.
June 20, 2024 at 01:00 pm CT | Virtual
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Insights
Employee Benefits
The importance of women’s health concerns in employee benefits design
Women’s Health Month 2024 coincides with jarring controversy and growing concern over challenges and inequities regarding women’s health in general and one area in particular: maternal health. Alera Group's May 16 webinar will focus on how employer can offer solutions through their employee benefits program.
May 1, 2024
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This Mental Health Awareness Month, ‘Run Your Own Race’
May is Mental Health Awareness Month. Here are tips and resources to help you get started on the route to a happier, healthier you.
April 25, 2024
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Q1 Considerations: Affordability for Applicable Large Employers
Under the ACA, Applicable Large Employers (ALEs) are required to offer “affordable” medical coverage to full-time employees or be subject to a fine. In September 2023, the IRS announced that the 2024 affordability percentage would reduce from the 2023 rate of 9.12% to 8.39% as of January 1, 2024. The U.S. Department of Health and Human Services has just released the 2024 Federal Poverty Level (FPL) amounts, with an increase of 3.3%.
April 23, 2024
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Three Key Considerations for Large Employers
Early in the year is the time for employers who are approaching or over 50 employees to document and update the “key components” of being a larger employer, to ensure that no compliance obligation is missed. st of an unpublished page.
April 23, 2024
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