OVERVIEWClient Manager - Employee BenefitsHybrid | Scottsdale, AZAt 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
Employee Benefits Client 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 GroupFounded in 2017, Alera Group has grown to become the 14th largest broker of U.S. business. We are passionate about our clients' success in Employee Benefits, Property & Casualty Insurance, Retirement Plan Services, and Wealth Services. With offices nationwide, our collaborative approach allows us to deliver national strength 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
RESPONSIBILITIESWhat You'll Do / Your ImpactClient Partnership & Service Excellence- Partner with clients to deliver employee benefits programs that align with organizational goals and workforce needs
- Serve as the primary relationship manager for assigned clients building strong relationships with HR leadership and executive stakeholders
- Provide proactive guidance on plan design compliance requirements and vendor management strategies
- Facilitate client meetings including mid year reviews renewal discussions and wellness strategy sessions
- Respond to employee and client inquiries with clear accurate and timely information across all aspects of benefits programs
Operational & Compliance Excellence- Administer benefits programs including renewals enrollments plan changes and client lifecycle activities
- Independently manage and coordinate the annual renewal process ensuring all deliverables and timelines are met
- Maintain accurate documentation and client records across systems including benefit plan details correspondence and reporting
- Ensure compliance with regulatory requirements including ACA COBRA HIPAA and other applicable laws
- Collaborate with carriers internal teams and third party administrators to support program accuracy and efficient implementation
- Support RFP processes carrier negotiations and benefit program comparisons for client decision making
Growth & Retention- Support new business initiatives by participating in prospect meetings and contributing to employee benefits strategy discussions
- Identify opportunities to enhance client relationships through improved service delivery and expanded coverage solutions
- Partner with leadership consultants and sales teams to support renewal planning retention and account growth
- Contribute to expanding the client portfolio through cross sell opportunities and relationship development
QUALIFICATIONSWhat You BringRequired- Two plus years of experience in employee benefits account management client service or consulting environment
- Strong client service skills with experience managing multiple client accounts or programs
- Knowledge of benefits programs including medical dental vision and ancillary offerings
- Understanding of compliance requirements and industry best practices including ACA COBRA and HIPAA
- Excellent communication collaboration and organizational skills
- Ability to manage multiple priorities and maintain a high level of accuracy and responsiveness
Preferred- Bachelor's degree in business or related field or equivalent professional experience
- Experience with self funded fully insured and level funded benefit plans
- Active Life and Health insurance license or ability to obtain
- Strong analytical skills and ability to interpret