About Us
Since 1999, SIG, an employee benefits firm, has been dedicated to partnering with our clients and providing exceptional customer service. The inspirational basis for our operating business principles is: “If you take care of Baltimore, Baltimore will take care of you.” This philosophy has instilled itself in our culture and practice of all employees. SIG has years of industry experience, which has given us an edge over the competition in the vast wealth of knowledge and resources we have gathered. Our employees are passionate about helping and forming long-lasting relationships with others, and when you partner with us, we become a true extension of your company.
In 2017, SIG and 23 other like- minded, entrepreneurial firms came together to form Alera Group. Since then, Alera Group has grown to become the 11th largest independent insurance and financial services firm in the nation with over 4,000 employees, 180 firms, and thousands of clients across the country.
In 2023, we officially began embracing the Alera Group brand. What remains consistent is holding our clients at the core of our business; we focus on bringing personalized solutions, expanding our capabilities, and deepening our resources nationally.
Mission
We go the extra mile to help navigate the healthcare system and marketplace for our clients in order to advise them on the creation of comprehensive benefits plans that align with their core values to maximize their investment while controlling their costs. Our team-oriented approach allows us to become an extension of our clients’ HR departments. Through our vast knowledge and resource base, we keep our clients educated and well informed with the ever-changing healthcare regulations and marketplace.
Core Values
In order to create the organizational culture we desire, we embrace and embody the following core values:
- Partnership
- Integrity
- Creativity
- Flexibility
- Passion
- Collaboration
- Excellence
Meet Our Team
People you can count on. People you can trust.
John Moorhead
Account Executive
John joined the firm in 2019 as an Account Executive. He has over 19 years’ experience in the employee benefits sector. John specializes in designing benefit programs that engage employees through education, communication and properly aligned incentives. The goal is to create an environment in which everyone is not only engaged in controlling benefit costs but also focused on being healthy, happy and productive employees. Prior to joining the firm, John worked as a consultant at benefit brokerage firms in the Mid - Atlantic region. He also has past experience working for a national insurance carrier as a large group Sales Representative. John holds a Bachelor of Arts degree in Political Science from Salisbury University as well as Life and Health licenses in Maryland and Virginia.
Brian Morehead
Senior Vice President
Brian is an Employee Benefits Advisor who enjoys evaluating data, reviewing emerging trends and is passionate about helping his clients create and achieve their ideal employee benefits program. Brian and his team focus on Mid-Market employers who are interested in being leaders in providing plans that improve employee health, engagement, employee retention and firm value.
Brian’s career has evolved over the last 20 year from actuarial underwriting work, financial forecasting, and sales to serving as a lead advisor for his clients in reviewing and recommending transformative benefit designs.
Brian holds a Bachelor of Arts degree in Economics from the University of Maryland Baltimore County (a true Cinderella story when they beat the #1 seed in 2018's March Madness) as well as a Life and Health license in Maryland.
Chris Mottley
Chief Financial Officer
Chris joined the firm in 2018 as Chief Financial Officer and brings over 25 years of experience working with high growth healthcare service companies. Chris is responsible for planning, implementing, managing and controlling all financial related activities of the firm. Prior to joining SIG, Chris served as CFO for WellDoc, a digital health company focused on solutions to manage chronic disease. Chris also served as CFO of HealthPRO Rehabilitation, a high growth private equity backed national provider of rehabilitation services. Before HealthPRO, he served as a Director with EDG Partners, LLC, a healthcare-focused private equity firm, supporting portfolio investments in pharmacy, hospice and rehabilitation therapy. Prior to EDG, Chris held various accounting and financial roles over a 12-year period with Centennial HealthCare and worked in the Audit Practice of BDO Seidman, LLP. He is a Certified Public Accountant and holds a Bachelor’s degree in Accounting from the University of Georgia.
Nikki Muffoletto
Large Group Proposal Manager
Nikki joined the firm in 2017 and is the Large Group Proposal Manager. In her role, Nikki assists with sending RFP’s, receiving quotes and spreading bids for the account teams. Nikki also assists with training others on the RFP process. She was previously a Senior Account Coordinator and has worked with both large and small group fully insured clients. Nikki holds a Life & Health license in the state of Maryland.
Community Service
Paying it Forward is a core component at our firm. Our culture thrives on community involvement where we proudly support our clients, employees and the communities in which we live and work.
We empower our employees to “pay it forward” by fostering a sense of purpose and providing opportunities for impact in our community. One way we do this is by supporting causes and initiatives proposed by our team and providing opportunities to serve the
We empower our employees to “pay it forward” by fostering a sense of purpose and providing opportunities for impact in our community. One way we do this is by supporting causes and initiatives proposed by our team and providing opportunities to serve the wider world. We believe having a culture that encourages serving and giving is a significant contributor to life and career fulfillment, which enhances our overall wellbeing. With the help from our Culture Committee, we have the opportunity to serve our community together with multiple planned events each year.
We strive to creating lasting relationships with our clients. We are proud to support our clients and friends of the firm in their mission and their organizations that help create meaningful, lasting change in our community. Interested in us serving your
We strive to creating lasting relationships with our clients. We are proud to support our clients and friends of the firm in their mission and their organizations that help create meaningful, lasting change in our community.
Interested in us serving your non-profit or organization? Reach out and let us know! Email us here
EXPERT EDUCATION
Events and Webinars
Employee Benefits
Q2 2025 Quarterly Compliance Webinar
Alera Group's quarterly employee benefits compliance roundup will help you stay current on the latest national regulatory developments impacting employers.
May 6, 2025 at 01:00 pm CT | Virtual
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Employee Benefits
2025 Healthcare and Employee Benefits Benchmarking Report: How Does Your Benefits Program Stack Up?
In this session, our experts will dive into the results of our annual, market-leading benchmarking survey.
June 26, 2025 at 01:00 pm CT | Virtual
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Employee Benefits
Dynamic Data: Strategies for Success
Join us for this session, as our experts will share how to utilize your organization’s data to create advanced and innovative strategies for success.
July 17, 2025 at 01:00 pm CT | Virtual
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THOUGHT LEADERSHIP
Insights
Employee Benefits
Deadline for San Francisco Health Care Security Ordinance is approaching
The annual San Francisco Health Care Security Ordinance (SF HCSO) reporting by employers that have employees who work in the City of or County of San Francisco is due by May 2, 2025. Employers should be aware of the upcoming deadline even if they are not located in San Francisco.
The SF HCSO requires large and medium-sized employers to provide covered employees with benefits equal to or greater than the expenditure rate. Covered employees are those who have been employed for more than 90 days and who regularly work at least eight hours per week within the City of and County of San Francisco.
April 14, 2025
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Employee Benefits
Webinar: Is Captive Insurance the Right Solution for Your Business?
Join Alera Group on Thursday, April 17, for "Balancing Cost and Care: Could a Captive solution be the right fit for you?", a webinar on self-insuring to reduce group Medical Insurance costs and other business expense. Our experts will discuss how Captive solutions work and what you need to consider for your own group’s needs.
April 3, 2025
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Benchmarking’s Role in Voluntary Benefits Program Design
Alera Group’s Employee Benefits team recognizes that workforce composition varies from business to business, from industry to industry, from region to region. And, at a time when the U.S. workforce is more generationally diverse than ever before, the needs and priorities of one generation can be very different from those of another. This is where voluntary benefits — also known as supplemental, workplace or optional benefits — become so vital to an organization’s offerings strategy. Alera Group’s "Healthcare and Employee Benefits Benchmarking Reports" take an in-depth look at the benefits businesses provide, the options they offer and the strategies they use to manage costs.
March 31, 2025
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HIPAA Webinar: Required Training and Valuable Refresher
Whether meeting federal training requirements or simply refreshing their knowledge base, professionals whose role includes HIPAA administration will benefit from participating in Alera Group’s annual HIPAA Privacy and Security Overview, a one-hour webinar scheduled for Friday, April 11.
March 27, 2025
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