Account Manager

Alera Group’s Employee Benefits team helps organizations attract, retain, and engage their workforce through thoughtful, compliant, and competitive benefits strategies.

About Alera Group

Alera Group was founded in 2017 and has grown to become the 14th largest broker of U.S. business. With a network of offices nationwide, we combine national resources with local service to deliver comprehensive solutions in Employee Benefits, Property and Casualty Insurance, and Financial Services.

Why Alera Group

• Make an Impact – Your work supports businesses and individuals in protecting what matters most.
• Grow With Us – We invest in development, mentorship, and long-term career growth.
• The Collaborative Way – We believe in accountability, teamwork, and shared success across all offices and lines of business.
• National Strength. Local Heart – Scale, resources, and expertise with relationships that feel personal.

Responsibilities

Client Partnership & Service Excellence

• Serve as the primary day-to-day contact for assigned small business clients.
• Build trusted relationships with clients, carrier partners, and vendors.
• Respond to client inquiries related to eligibility, enrollment, billing, claims, COBRA, and benefit administration.
• Coordinate and participate in client meetings, renewal discussions, and open enrollment activities.
• Deliver a proactive and responsive service experience that supports long-term client satisfaction.
• Collaborate with consultants, producers, and internal teams to provide effective client solutions.

Operational & Compliance Excellence

• Manage annual renewals for assigned accounts.
• Gather and organize census data and renewal information.
• Review carrier renewal proposals and prepare client-facing materials.
• Support plan comparisons, contribution modeling, and employee communications.
• Facilitate new plan implementations and carrier transitions.
• Coordinate benefit guides, enrollment materials, and open enrollment resources.
• Maintain accurate client records and documentation within agency management systems.
• Track service deliverables and manage multiple deadlines throughout the year.
• Assist clients with compliance-related questions and required notices.
• Support adherence to applicable benefits regulations and internal processes.

Growth & Retention

• Contribute to client retention through exceptional service and relationship management.
• Help identify opportunities to strengthen client programs and overall service delivery.
• Coordinate issue resolution with carriers and vendors.
• Participate in department initiatives, training programs, and special projects.
• Share best practices and support continuous process improvement.
• Foster a culture of collaboration, accountability, and professional growth.

Qualifications

Required

• Strong customer service and relationship management skills.
• Excellent verbal and written communication skills.
• Strong organizational and time management abilities.
• Ability to manage multiple priorities in a fast-paced environment.
• Strong attention to detail and commitment to accuracy.
• Knowledge of employee benefit products and carrier processes.
• Proficiency with Microsoft Outlook, Excel, Word, and PowerPoint.
• Ability to work independently while collaborating effectively within a team environment.
• Active Life and Health License or ability to obtain within the required timeframe.

Preferred

• Bachelor’s degree or equivalent combination of education and experience.
• Three or more years of employee benefits account management experience.
• Insurance brokerage experience.
• Experience supporting small employer groups.
• Experience with agency management systems.

Core Competencies

• Client-first mindset
• Relationship building
• Accountability and follow-through
• Attention to detail
• Communication excellence
• Organization and prioritization
• Problem solving
• Collaboration and teamwork
• Adaptability
• Continuous learning

Pay

Salary range: $68,000 – $80,000 per year.

Benefits

Alera Group offers comprehensive benefits including medical, dental, vision, life and disability coverage, 401(k), and generous PTO.

Schedule

This role is hybrid, requiring 2 or fewer days in the office.

Professional Development

Through Alera Group Academy, 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

Licensure & Certifications

• Active State Life & Health License (or ability to obtain within 3 months of hire).
• Ongoing continuing education to maintain active status.