Senior Account Manager

OVERVIEW

Alera Group is looking for a Senior Account Manager. We are seeking highly motivated colleagues who bring experience and enthusiasm to our team - joining us may be the perfect fit for you!

Alera Group was founded in 2017 and has grown to become the 15th largest broker of US business. We are passionate about our clients' success in the areas of Employee Benefits, Property and Casualty Insurance, Retirement Plan Services, and Wealth Services. With a network of offices nationwide, our commitment to collaboration allows us to offer national resources combined with local service.

RESPONSIBILITIES

* Support the Vice President by anticipating needs, coordinating client deliverables, and assisting with implementation of new coverage lines, products, and services

* Handle daily client and carrier/vendor inquiries; review proposals, assist with pricing negotiations, and support ongoing client relationships

* Deliver high-quality client service by responding to inquiries, resolving benefit issues, and ensuring timely, professional communication

* Coordinate renewals and new business implementations, including gathering information, reviewing quotes, preparing applications, and verifying accuracy of contracts and booklets

* Maintain organized electronic records, including renewal paperwork and commission schedules, following naming conventions and documentation protocols

* Prepare materials and documentation for client meetings (renewal proposals, coverage summaries, financials, open enrollment packets, etc.)

* Conduct open enrollment and employee education meetings as needed

* Ensure compliance with applicable regulations; update SBCs and maintain active Life & Health License through CE credits

* Collaborate with internal teams to produce client-facing materials and ensure smooth service delivery

QUALIFICATIONS

* Maryland Life & Health License required

* Previous work in the employee benefits industry required

* At least five years of experience in the industry, preferred

ADDITIONAL INFORMATION

This job requires presence in the office on a hybrid schedule as agreed with the manager.

Alera Group offers comprehensive benefits to our colleagues, including medical, dental, life and disability insurance, 401k, generous paid time off and much more.

Salary range is $80K to $125K per year.

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