Senior Account Manager

OVERVIEW

Alera Group is looking for a Senior Account Manager - Employee Benefits. We are seeking highly motivated colleagues who bring experience and enthusiasm to our team – joining us may be the perfect fit for you! This position will be on the Key Accounts team and prior experience in Employee Benefits is required

Alera Group was founded in 2017 and has grown to become the 14th 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.

• Work with Advisors and staff to onboard new business and complete renewal processes by following workflow procedures and best practices.
• Accurately maintain complete client files including the clear documentation of account detail in agency management systems, including policy information, activities, attachments, and correspondence.
• Work with Advisors and other internal departments to execute the service strategy for each client.
• Assist in the RFP process, spreadsheet and compare carrier proposals, and provide a summary of programs and options that are designed to support clients in making decisions about insurance programs.
• Help build and deliver Open Enrollment and New Hire presentations.
• Remain current on vendor/carrier plans and programs, industry trends, and legislation.
• Consistently follow client service workflows and appropriately engage internal resources and escalate as necessary.
• Respond to client inquiries and respond appropriately and professionally via multiple channels of communication such as phone, email, and occasional in-person meetings.
• Provide excellent service and support for internal and external clients (including but not limited to claims, billing, enrollment, and benefit inquiries).
• Develop and maintain positive working relationships by collaborating with coworkers and insurance carriers.

• Knowledge of medical, dental, vision and ancillary benefits is required
• Have a robust understanding of self funding
• Undergraduate college degree preferred or equivalent work experience
• Microsoft Office experience required (Excel, Word, Powerpoint)
• Ideal candidate will be detail oriented, a problem solver and team player, organized and able to multi-task, an excellent communicator and have a sense of urgency

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 $85K to 100K 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