Key Facts

Remote From:

Full time

Senior (5-10 years)

English

Hard Skills

Disability Management Enrollment Management Presentation Software Employee Communications Presentation Design Call Center Experience Performance Management Enrollment Management Quality Assessment Customer Relationship Management +8 more

Other Skills

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Microsoft Word
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Microsoft Excel
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Microsoft PowerPoint
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Timelines
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Accountability
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Communication
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Time Management
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Teamwork
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Organizational Skills

Roles & Responsibilities

5+ years of experience in individual disability enrollment and project management
Active Life and Health insurance license
Strong understanding of group long-term disability (LTD) plans and provisions
Experience leading client-facing enrollment activities, including virtual presentations and employee communications

Requirements:

Serve as the primary point of contact between client HR teams, insurance carriers, and internal partners; establish enrollment timeframes, pre-enrollment project plans, and manage timelines and deliverables
Develop custom enrollment websites and employee-facing materials; ensure accuracy of carrier rate files, enrollment content, and communications
Conduct daily reporting on active enrollments and maintain performance metrics; provide call center and email support for enrollment-related questions
Lead recurring client and partner meetings and present live virtual webinars and employee engagement sessions to drive enrollment progress and alignment

Job description

Overview:

Alera_Color_250x80

Senior Account Manager – Employee Benefits
Location: Remote - Eastern or Central time zone

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 a Senior 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 and material development and will partner with group benefit consultants and other insurance professionals to bring individual disability income insurance products and offerings to employees in the mid and large employer sectors.

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 point of contact between client HR teams, insurance carriers, and internal partners
Establish enrollment timeframes, build pre‑enrollment project plans, and manage timelines and deliverables
Present live virtual webinars and employee engagement sessions
Schedule and lead recurring client and partner meetings to ensure enrollment progress and alignment

Operational & Compliance Excellence

Develop custom enrollment websites and employee‑facing materials
Ensure accuracy of carrier rate files, enrollment content, and communications
Provide call center and email support for enrollment‑related questions
Conduct daily reporting on active enrollments and maintain performance metrics
Perform quality reviews of materials and enrollment data to ensure compliance and accuracy

Growth & Retention

Support marketing outreach efforts, including case study development and partner materials
Create PowerPoint presentations for finalist reviews, client meetings, and partner demos
Strengthen long‑term client relationships through proactive communication and reliable execution

Qualifications:

What You Bring

Required

5+ years of experience in individual disability enrollment and project management
Active Life & Health insurance license
Strong understanding of group long‑term disability (LTD) plans and provisions
Experience leading client‑facing enrollment activities, including virtual presentations and employee communications
Intermediate to advanced proficiency in Microsoft Excel, Word, PowerPoint, and Adobe tools
Strong organizational, communication, and time‑management skills

Preferred

Experience supporting mid‑ to large‑group employer enrollments
Background in benefits communications or enrollment technology platforms

Additional Information:

Compensation:
Salary range: $100,000 – $110,000 per year
Eligible for performance-based bonus: Yes

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 Remote

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 (If Applicable)

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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