Overview
Account Manager – Employee Benefits
Hybrid | Preference for candidates local to Dallas, Texas.
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 a 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 GroupAlera 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 and Risk Strategy
- Serve as a primary client contact supporting ongoing account management and issue resolution
- Work with carriers vendors and external partners to resolve claims and benefit related issues
- Provide guidance on benefit programs plans enrollment rules and eligibility
- Conduct employee education meetings webinars and communication sessions
- Build strong internal and external client relationships
- Contribute to retention and growth initiatives
Operational Excellence
- Follow client service workflows and service calendar timelines
- Support new group implementation and coordinate vendor setup across medical dental vision life disability and other programs
- Monitor ongoing administration including funding contributions eligibility and compliance with applicable regulations
- Manage audits filings and compliance related initiatives
- Maintain accuracy of data across carrier portals EDI feeds and internal platforms
- Coordinate and plan annual open enrollment processes
- Review and interpret benefit documents contracts and communications materials
Strategic Contribution
- Identify opportunities to enhance communication systems and improve client understanding of benefit programs
- Assist in development of service team members through collaboration and knowledge sharing
- Stay current on industry trends products legislation and carrier updates
- Support process improvements and overall service delivery enhancements
Qualifications
What You Bring
Required
- Life and Health insurance license
- Experience in employee benefits insurance brokerage carrier or benefits administration environment
- Strong communication and relationship management skills
- Ability to manage multiple priorities in a fast paced environment
- Strong organizational skills attention to detail and ability to meet deadlines
- Proficiency in Microsoft Word Excel and PowerPoint
Preferred
- Undergraduate degree or equivalent experience
- Professional certifications such as CEBS PHR CLU GBA or CBP
- Knowledge of health plans including HMO PPO CDHP and ancillary benefits
- Understanding of regulatory requirements related to employee benefit programs
Core Competencies
- Client focused service approach
- Collaboration and teamwork
- Analytical thinking and problem solving
- Accountability and follow through
- Organizational and time management skills
Additional Information
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
[Dallas, Texas]
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 - Texas
Ability to obtain required licensure within 6 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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