OVERVIEW
Account Manager – Employee Benefits
Hybrid |
At Alera Group, our Employee Benefits teams help organizations attract, retain, and engage their workforce through creative, compliant, and competitive benefits strategies. We’re seeking Account 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 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 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
RESPONSIBILITIES
What You’ll Do / Your Impact
Client Partnership & Risk Strategy
- Serve as the primary relationship owner for an assigned group of small group employee benefits clients
- Build strong, trusted relationships by proactively understanding client needs and anticipating potential issues
- Identify opportunities for growth within existing accounts and support client retention initiatives
- Develop and maintain a regular client communication cadence, including scheduled touchpoints
Operational Excellence
- Prepare implementation plans and lead client onboarding to ensure a smooth transition and successful setup
- Manage renewal process deadlines according to established roles and responsibilities
- Assist clients with enrollments, billing, benefits administration, compliance, claims, and technical issues
- Prepare and deliver effective client presentations via virtual platforms or in person, as needed
- Maintain accurate documentation and follow up on client activity in a timely and organized manner
Strategic Contribution
- Present annual renewal strategies and serve as renewal lead when assigned
- Leverage technical tools and quantitative data to support client service and decision‑making
- Provide input on new processes and workflows to improve efficiency and service delivery
- Collaborate closely with internal associates, carriers, and vendors to deliver consistent, high‑quality service
QUALIFICATIONS
What You Bring
Required
- Experience in employee benefits, insurance, or a client‑facing account management role
- Strong communication and relationship‑management skills
- Ability to manage multiple client accounts and priorities in a dynamic environment
- High attention to detail with a strong customer service mindset
Preferred
- Experience working with small group employee benefits clients
- Familiarity with benefits administration, compliance processes, and carrier interactions
- Comfort leveraging technology tools and data to support client service
Core Competencies
- Detail orientation
- Accountability and follow‑through
- Collaborative mindset
- Client‑first thinking
ADDITIONAL INFORMATION
Compensation:
Salary range: $58,000 – $61,000 per year
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 Hybrid
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 / Property & Casualty License / Series 6/7/65/66 / etc.]
Ability to obtain required licensure within [X] 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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Location Type
Hybrid - 2 or less days in office