Overview:
Account Manager
About Alera Group
Founded in 2017, Alera Group is one of the nation's leading independent insurance and financial services firms. We combine the strength of a national organization with the personalized service of local experts to help clients succeed across Employee Benefits, Property & Casualty Insurance, Retirement Plan Services, Wealth Services, and Human Capital Solutions.
Why Join Alera Group?
- Collaborate with purpose – Work alongside colleagues who believe the best results come from strong partnerships, shared expertise, and supporting one another.
- Build your career – Expand your expertise through meaningful work, continuous learning, and opportunities to grow across a national organization.
- Make an impact – Help clients navigate complex challenges while contributing to solutions that make a difference for their businesses, employees, and communities.
The Opportunity
At Alera Group, our Employee Benefits team helps organizations attract, retain, and support their employees through innovative benefits solutions. As an Account Manager, you'll play an important role in delivering exceptional client service, building trusted relationships, and helping clients navigate the complexities of employee benefits.
Responsibilities:
- Serve as the primary relationship manager for an assigned book of employee benefits clients
- Manage day-to-day client service activities while ensuring timely and accurate delivery of solutions
- Support annual renewals, market reviews, carrier negotiations, and marketing activities
- Lead client meetings, renewal discussions, and quarterly service reviews
- Assist with open enrollment activities, employee education materials, and enrollment meetings
- Resolve claims issues, eligibility concerns, billing discrepancies, and carrier-related service matters
- Coordinate compliance-related activities, filings, notices, and required documentation
- Collaborate with internal teams, vendors, and carrier partners to support client objectives and service delivery
Qualifications:
Required Qualifications
- Active Life and Health Insurance License required
- Minimum 3 years of employee benefits account management or client service experience
- Strong knowledge of employee benefits plans, administration, and insurance carrier processes
- Experience managing client relationships and delivering consultative service solutions
- Ability to manage multiple priorities while meeting deadlines in a fast-paced environment
- Strong verbal, written, organizational, and presentation skills
- Proficiency with Microsoft Office applications including Excel, Word, Outlook, and PowerPoint
- Experience using employee benefits administration, enrollment, and CRM platforms
Preferred Qualifications
- Experience supporting mid-sized and large group employee benefits clients
- Knowledge of employee benefits compliance requirements and regulatory filings
- Experience conducting open enrollment meetings and employee education sessions
- Familiarity with BenefitPoint, Employee Navigator, EASE, PlanSight, Monday.com, or similar platforms
- Experience managing carrier relationships and negotiating renewal strategies
- Strong analytical and problem-solving skills
- Ability to identify opportunities for additional services and client solutions
- Experience working within an insurance brokerage or employee benefits consulting environment
Compensation
- Salary Range: $90,000–$90,000 annually
Benefits
Eligible colleagues enjoy a comprehensive benefits package including:
- Medical, dental, and vision insurance
- Life and disability coverage
- 401(k)
- Generous paid time off
- Professional development and career growth opportunities
Additional Information:
Work Arrangement
This position is Remote
- Remote: This role is primarily remote.
Travel Requirements: Occasional travel may be required to support office implementations, training, and collaboration with project teams.
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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