Account Manager

OVERVIEW

Account Manager - Employee Benefits

At Alera Group, our Employee Benefits team helps organizations attract, retain, and engage their workforce through thoughtful, compliant, and competitive benefits strategies. We're seeking an Account Manager who will contribute to delivering proactive service, strategic guidance, and an exceptional client experience.

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 will focus on client support, strategy, operations, sales, consulting, analytics, etc. and will partner with internal teams, client stakeholders, leadership, etc. to deliver desired impact/outcome.

Why Alera Group

• Make an Impact: Your work supports businesses and individuals in protecting what matters most.

• Grow With Us: We invest in development, mentorship, and long-term career growth.

• The Collaborative Way: We believe in accountability, teamwork, and shared success across all offices and lines of business.

• National Strength. Local Heart: Scale, resources, and expertise - with relationships that feel personal.

RESPONSIBILITIES

What You'll Do / Your Impact

Client Partnership & Service Excellence

• Serve as the primary day-to-day contact for assigned small business clients
• Build trusted relationships with clients, carrier partners, and vendors
• Respond to client inquiries related to eligibility, enrollment, billing, claims, COBRA, and benefit administration
• Coordinate and participate in client meetings, renewal discussions, and open enrollment activities
• Deliver a proactive and responsive service experience that supports long-term client satisfaction
• Collaborate with consultants, producers, and internal teams to provide effective client solutions

Operational & Compliance Excellence

• Manage annual renewals for assigned accounts
• Gather and organize census data and renewal information
• Review carrier renewal proposals and prepare client-facing materials
• Support plan comparisons, contribution modeling, and employee communications
• Facilitate new plan implementations and carrier transitions
• Coordinate benefit guides, enrollment materials, and open enrollment resources
• Maintain accurate client records and documentation within agency management systems
• Track service deliverables and manage multiple deadlines throughout the year
• Assist clients with compliance-related questions and required notices
• Support adherence to applicable benefits regulations and internal processes

Growth & Retention

• Contribute to client retention through exceptional service and relationship management
• Help identify opportunities to strengthen client programs and overall service delivery
• Coordinate issue resolution with carriers and vendors
• Participate in department initiatives, training programs, and special projects
• Share best practices and support continuous process improvement
• Foster a culture of collaboration, accountability, and professional growth

QUALIFICATIONS

What You Bring

Required

• Strong customer service and relationship management skills
• Excellent verbal and written communication skills
• Strong organizational and time management abilities
• Ability to manage multiple priorities in a fast-paced environment
• Strong attention to detail and commitment to accuracy
• Knowledge of employee benefit products and carrier processes
• Proficiency with Microsoft Outlook, Excel, Word, and PowerPoint
• Ability to work independently while collaborating effectively within a team environment
• Active Life and Health License or ability to obtain within the required timeframe

Preferred

• Bachelor's degree or equivalent combination of education and experience
• Three or more years of employee benefits account management experience
• Insurance brokerage experience
• Experience supporting small employer groups
• Experience with agency management systems

Core Competencies

• Client-first mindset
• Relationship building
• Accountability and follow-through
• Attention to detail
• Communication excellence
• Organization and prioritization
• Problem solving
• Collaboration and teamwork
• Adaptability
• Continuous learning

ADDITIONAL INFORMATION

Compensation:

Salary range: $68,000 - $80,000 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 PST

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 meaningful career.

You'll have access to:

• Role-specific learning paths

• Leadership development programs

• Technical and compliance training

• Industry certifications and continuing education support

• Peer learning and knowledge-sharing communities

Whether you're deepening technical expertise or preparing for leadership, we're invested in helping you grow.

Licensure & Certifications

This position may require:

• Active State Life & Health License

• Ability to obtain required licensure within 3 months of hire

• Ongoing continuing education to maintain active status

We're an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status, or any other protected class.

Alera Group is committed to protecting your privacy. Please review our Privacy Policy to understand what personal information we may collect and use as part of your application process.

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Location Type

Hybrid - 2 or less days in office