Associate Account Manager

OVERVIEW

Associate 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 an Associate 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

• Provide direct support to Account Managers and leadership for fully insured and self-funded employee benefit clients
• Assist with compliance coordination, including scheduling compliance calls, documenting notes, and supporting follow-up actions
• Support client communications such as monthly Medicare Part D notifications and compliance-related outreach
• Assist with resolving elevated client issues in a timely and professional manner

Operational Excellence

• Support renewal activities, including preparation of pre-renewal, renewal, and post-renewal presentations
• Assist with checking premium summaries and deduction modeling for accuracy
• Manage compliance-related processes for self-funded clients, including Gag Clause and RxDC requirements
• Support open enrollment and plan administration tasks, including:
  • Employee Navigator checklist completion and site reviews
  • Requesting and reviewing SBCs and benefit summaries
  • COBRA, FSA, HRA, and HSA renewal paperwork
  • Open enrollment and 1/1 closeout meeting backup support
• Maintain accurate documentation and assist with data entry across internal systems

Strategic Contribution

• Participate in carrier webinars and educational sessions to build benefits knowledge and industry awareness
• Collaborate with internal partners and vendors to support payroll integrations, EDI feeds, and benefit administration workflows
• Contribute to team efficiency by proactively supporting projects, process improvements, and ongoing client needs

QUALIFICATIONS

What You BringRequired

• Strong written and verbal communication skills
• Excellent attention to detail and ability to follow detailed instructions with accuracy
• Strong organizational skills and ability to manage multiple priorities
• Proficiency in Microsoft Word, Outlook, Excel, PowerPoint, and Microsoft Teams
• Ability to perform accurate data entry and administrative support tasks

Preferred

• Prior experience in employee benefits, insurance, or client service support roles
• Familiarity with fully insured and self-funded benefit plans
• Understanding of carrier, vendor, and HR interactions within benefits administration

Core Competencies

• Detail orientation
• Accountability and follow-through
• Strong customer service mindset
• Collaborative team approach
• Proactive problem-solving

Licensure & Certifications

• Life & Health Insurance License required

ADDITIONAL INFORMATION

Compensation: