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.
Lisa Norris, APC
Executive Assistant
Lisa joined the firm as an intern in 2007 and is currently an Executive Assistant. She provides high level support for the President as well as operational support for SIG. Lisa holds a Bachelor’s degree in Business Administration with a concentration in Management from Towson University and a Life and Health license.
Chloe Ogle
Open Enrollment and Compliance Specialist
Chloe joined Alera Group in 2024 as an Open Enrollment and Compliance Specialist. She works mainly with large group clients, leading their open enrollment meetings. She enjoys educating clients and their employees on their benefit options and making it easy for them to understand. She also assists clients with their 5500 filing process as well as ERISA wrap document preparation. Chloe graduated from Towson University in 2020 with a Bachelors Degree in Business Administration with a concentration in Human Resource Management.
Sandee O'Neill
Senior Benefits Consultant
Sandee O'Neill joined the firm in 2025 as a Senior Benefit Consultant, bringing over 30 years of experience in strategic account management and employee benefits. She specializes in developing strong client relationships and working with large self-funded organizations to deliver tailored solutions. Sandee holds a BA in Psychology, a BS in Business Administration, and an MBA from the University of Baltimore. She is also licensed in life and health insurance.
Nicole Ports
Senior Account Manager
Nicole joined the firm in 2005 and is a Senior Account Manager. Nicole focuses her expertise for clients primarily in the small to mid-size firms. She ensures retention of clients by establishing strong relationships and managing daily communications. Nicole prepares detailed plan design analysis of various benefits to aid clients in making informed decisions regarding their benefit package and provides informative open enrollment meetings. She is a valuable resource for both clients and their employees. Nicole holds a Life & Health license.
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
GLP-1s at Scale: Why Weight-Loss Drug Decisions Are Now a Financial Strategy
A GLP-1 decision framework plus scenarios.
July 21, 2026 at 01:00 pm CT | Virtual
Register Here
Employee Benefits
Open Enrollment That Works: Why Employees Do Not Engage — and How Modern Communications Drive Better Choices
Practical communication strategies to strengthen open enrollment effectiveness and employee decision-making.
August 18, 2026 at 01:00 pm CT | Virtual
Register Here
Employee Benefits
The Compliance Pathway Q3
Don't miss this ongoing opportunity to ensure you comply with current regulations and are prepared for what's ahead.
September 2, 2026 at 01:00 pm CT | Virtual
Register Here
THOUGHT LEADERSHIP
Insights
Employee Benefits
What the 2026 Benchmarking Data Reveals — and Why It Matters Now
On Tuesday, June 16, 2026, at 2:00 PM ET, Alera Group will host Benchmarking That Drives Decisions: Why Averages Mislead — and What Best-in-Class Data Reveals, a live webinar designed for HR, finance and executive leaders involved in benefits planning, budgeting and long-term strategy.
June 11, 2026
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Employee Benefits
Legal Alert: IRS Releases 2027 HSA Contribution Limits and Other Limits
In Rev. Proc. 2026-24, the IRS released the inflation adjusted amounts for 2027 relevant to Health Savings Accounts (HSAs) and high deductible health plans (HDHPs). The table below summarizes those adjustments and other applicable limits.
June 3, 2026
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Legal Alert: PBM Transparency Coming Soon
Two recent movements on the federal level have paved the way for greater pharmacy benefit manager (“PBM”) transparency for group health plans.
May 22, 2026
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Legal Alert: RxDC Reporting Due June 1st
Reminder: RxDC Reporting Due June 1st
February 26, 2026
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