Account Manager

OVERVIEW

Account Manager - Employee Benefits
In Office | Local to Springfield, Missouri

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 a 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

• Support clients with coverage placement renewals client strategy execution and ongoing service needs
• Serve as the day to day point of contact for an assigned book of business
• Collaborate with internal teams to oversee service delivery and ensure client satisfaction
• Contribute to retention and growth initiatives through proactive client engagement and relationship management

Operational Excellence

• Maintain documentation in agency systems ensuring accuracy and integrity of client data
• Oversee preparation of recap reports quarterly reviews pre renewal activities and RFP processes
• Manage the open enrollment process including coordination and execution of enrollment activities
• Coordinate with internal support teams to ensure workflow accuracy and timely completion of tasks
• Ensure compliance with internal procedures and policy accuracy standards

Strategic Contribution

• Assist in identifying opportunities to enhance client programs and improve service delivery
• Partner on new business opportunities and support prospecting and networking efforts
• Lead select client facing activities including open enrollment meetings and planning sessions
• Contribute to managing multiple projects and delivering high quality work products

QUALIFICATIONS

What You BringRequired

• Bachelor's degree or equivalent combination of education and experience
• Two to five years of client service or customer facing experience
• Strong communication and relationship management skills
• Ability to manage multiple priorities in a dynamic environment
• Proficiency in Microsoft Office applications

Preferred

• Experience in employee benefits or insurance related field
• Experience managing a book of business or multiple client accounts
• State Life and Health license or ability to obtain within six months
• Experience supporting renewal lifecycle and enrollment activities

Core Competencies

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

ADDITIONAL INFORMATION

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 In Office
Local to Springfield, Missouri

Professional Development - Alera Group Academy
At Alera Group, growth isn't left to chance. Through Alera Group Academy, we provide structured development opportunities designed to help you expand your expertise and build a m