About Alera Group Orange County

Alera Group Orange County has been a leading Employee Benefits firm since the firm was originally founded 1999. We focus on improving the financial and operational performance of health care and employee benefits programs for mid-sized and large employers, who are challenged by complexity, communication, and cost predictability.

In early 2017 we were one of the original founding firms to create Alera Group, an independent national insurance and financial services firm, through a merger of 24 like-minded, high-performing organizations. Our mission is to enhance our client’s experience by providing a greater depth and breadth of resources, innovative thinking, and constant collaboration.

Our goal at Alera Group Orange County is to deliver the best possible outcomes—positively impacting our employees, clients, communities, and the lives of people where we serve. We continue to set a higher standard for the client experience by providing the enhanced resources, technical experience, and best practices of a larger firm. We will continue to deliver personal service and the independent decision-making power of a local business.

There is a level of excitement at Alera that our employees and clients see and experience every day. Our people care about their clients, they care about each other and they care about making a difference.

We start with a consultative approach and partner to build a plan that fulfills your objectives. Our innovative strategic benefits planning process helps employers evaluate their current needs, explore new opportunities and identify goals for the future – all while meeting their unique employee and financial needs.  We deploy national resources that are locally delivered such as best-in-class communications tools. This is coupled with an intentional approach to accountability.

We are dedicated to understanding our clients' business needs, human resource objectives, financial goals, and long-term strategic plans. We strive to find new and innovative ways for employers to offer high-quality, affordable benefits to their employees now and in the years to come.

Why work with Alera Group Orange County? Because we provide the best of both worlds – national scope combined with local service.