OVERVIEW
Alera Group is looking for a Employee Benefits Associate 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
HealthSure’s Employee Benefits Associate Account Manager has responsibility in the delivery of our insurance products as well as maintaining customer and carrier relationships.
This person should be able to handle multiple tasks and support the service team in the accurate and professional delivery of our insurance programs.
They should be able to think holistically to foresee potential issues as well as support the sales team in exploration and expansion through growth opportunities.
Most importantly, this person must have demonstrated a proven commitment to service.
Work with the Employee Benefit team to ensure timely and accurate completion of various service plans
Maintain open and clear communication channels with clients, carriers, and producers
Support the Account Executive by:
Processing adds/terms
Entering data into the agency management system
Handling RFPs and RFIs
Creating and processing carrier termination letters
Reviewing proposals and spreadsheets for accuracy
Create Benefit Guides
Clearly document activity in the agency management system
Collaborate with the Employee Benefits Team to identify organizational efficiencies (workflows, technology, etc.)
Work with the Employee Benefits Team to improve customer service based on survey results and customer feedback
Provide backup support to the Employee Benefits Team, as needed
QUALIFICATIONS
Proficiency using Microsoft Office (Word/Excel) and ability to utilize computer programs and understand functionality
Excellent written and oral communication skills
Exceptional organizational skills, problem-solving and decision-making abilities, and strong attention to detail
Above-average analytical skills
Ability to multi-task effectively
Desire and willingness to continue growing and learning
Integrity, drive, ambition, and a positive attitude
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.
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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