Account Manager
Overview
Account Manager – Employee Benefits
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 an 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 GroupFounded in 2017, Alera Group has grown to become the 14th largest broker of U.S. business. We are passionate about our clients’ success in Employee Benefits, Property & Casualty Insurance, Retirement Plan Services, and Wealth Services. With offices nationwide, our collaborative approach allows us to deliver national strength 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
- Support clients with coverage placement renewals claims coordination policy analysis and daily benefit service needs
- Collaborate with carriers and internal teams to resolve claim billing and benefit related issues
- Serve as a direct point of contact for clients and employees handling inquiries and providing guidance on benefit programs
- Contribute to retention and growth initiatives by delivering proactive service and supporting renewal strategies
Operational Excellence
- Maintain documentation in agency management systems ensuring accuracy and completeness of client records
- Ensure compliance with benefit plan requirements enrollment processes and regulatory standards
- Support audits reporting and administrative functions related to benefits programs
- Assist with enrollment processes including eligibility updates qualifying events terminations proposals and plan design clarification
- Track and respond to client inquiries in a timely and professional manner
Strategic Contribution
- Assist in identifying coverage gaps benefit issues and opportunities to improve client outcomes
- Partner on new business opportunities by supporting producers with prospect and proposal activities
- Support renewal planning and implementation of changes to benefit programs
- Contribute to knowledge sharing training and mentoring across the team
Qualifications
What You Bring
Required
- High school diploma or equivalent with strong relevant experience
- Experience in employee benefits client service or insurance related environment
- Active Life and Health license
- Strong communication and relationship management skills
- Ability to manage multiple priorities in a dynamic environment
Preferred
- College degree preferred
- Three years of employee benefits experience
- Knowledge of benefit enrollment systems compliance and plan design
- Proficiency in Microsoft Office including Word Excel Outlook and PowerPoint
Core Competencies
- Detail orientation
- Accountability and follow through
- Collaborative mindset
- Client first thinking
- Strong communication and problem solving skills
Additional Information
Compensation:Salary range: $55,000-65,000 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
This position may require:
Active State Life & Health License
- 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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