Account Manager

Alera Group

Mechanicsburg, Pennsylvania

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JOB DETAILS

SKILLS

Billing, Brokerage, Cadence, Communication Skills, Compensation and Benefits, Competitive Analysis/Strategy, Customer Experience, Customer Relations, Customer Retention/Renewal, Customer Service Tools, Customer Support/Service, Detail Oriented, Develop and Maintain Customers, Documentation, Employee Benefits, Follow Through, Hardware Virtualization, Needs Assessment, Onboarding, Organizational Skills, Presentation/Verbal Skills, Process Management, Regulatory Requirements, Retention Programs, Sales Management, Sales Presentation, Service Delivery, Team Player, Time Management

LOCATION

Mechanicsburg, Pennsylvania

POSTED

4 days ago

OVERVIEW

Account Manager - Employee Benefits
Hybrid |

At Alera Group, our Employee Benefits teams help organizations attract, retain, and engage their workforce through creative, compliant, and competitive benefits strategies. We're seeking Account Manager who will make a meaningful impact by delivering proactive client service, thoughtful benefits strategy, and a high-touch experience for both clients and employees.

About Alera Group
Alera Group was founded in 2017 and has grown to become the 14th largest broker of U.S. business. We are passionate about our clients' success in the areas of Employee Benefits, Property and Casualty Insurance, and Financial Services. With a network of offices nationwide, our commitment to collaboration allows us to offer national resources combined with local service.

This role supports clients by ensuring benefits programs are administered accurately, aligned with strategic objectives, and compliant with all regulatory requirements. You'll partner with internal teams and client contacts to deliver seamless execution, creative solutions, and a superior client experience.

Why Alera Group

Meaningful Impact: Help clients and employees navigate benefits programs that drive retention, engagement, and satisfaction
Growth & Learning: Opportunities to deepen your expertise and gain exposure to a variety of clients and industries
Collaborative Culture: Work in a team-oriented environment that values accountability, partnership, and the principles of The Collaborative Way

RESPONSIBILITIES

What You'll Do / Your ImpactClient Partnership & Risk Strategy

Serve as the primary relationship owner for an assigned group of small group employee benefits clients
Build strong, trusted relationships by proactively understanding client needs and anticipating potential issues
Identify opportunities for growth within existing accounts and support client retention initiatives
Develop and maintain a regular client communication cadence, including scheduled touchpoints

Operational Excellence

Prepare implementation plans and lead client onboarding to ensure a smooth transition and successful setup
Manage renewal process deadlines according to established roles and responsibilities
Assist clients with enrollments, billing, benefits administration, compliance, claims, and technical issues
Prepare and deliver effective client presentations via virtual platforms or in person, as needed
Maintain accurate documentation and follow up on client activity in a timely and organized manner

Strategic Contribution

Present annual renewal strategies and serve as renewal lead when assigned
Leverage technical tools and quantitative data to support client service and decision-making
Provide input on new processes and workflows to improve efficiency and service delivery
Collaborate closely with internal associates, carriers, and vendors to deliver consistent, high-quality service

QUALIFICATIONS

What You BringRequired

Experience in employee benefits, insurance, or a client-facing account management role
Strong communication and relationship-management skills
Ability to manage multiple client accounts and priorities in a dynamic environment
High attention to detail with a strong customer service mindset

Preferred

Experience working with small group employee benefits clients
Familiarity with benefits administration, compliance processes, and carrier interactions
Comfort leveraging technology tools and data to support client service

Core Competencies

Detail orientation
Accountability and follow-through
Collaborative mindset
Client-first thinking

ADDITIONAL INFORMATION

Compensation:
Salary range: $58,000 - $61,000 per year

Benefits:
Alera Group offers comprehensive benefits including medical, dental, vision, life and disability coverage, 401(k), generous PTO, and more.

Work Model:
This role is Hybrid

Professional Development - Alera Group Academy
At Alera Group, growth isn't left to chanc

About the Company

Alera Group

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