Account Manager

Alera Group’s Employee Benefits teams help organizations attract, retain, and engage their workforce through creative, 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. 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.

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

• Client Partnership & Service Excellence
  • Serve as a primary day-to-day contact for clients, carriers, and vendor partners
  • Manage client service requests, resolve issues, and support ongoing benefit initiatives
  • Build trusted relationships with client HR teams and support Consultant-led strategies
  • Contribute to client meetings, presentations, and overall service delivery
• Operational & Compliance Excellence
  • Execute client lifecycle deliverables and ensure projects remain on schedule
  • Support the RFP process, compliance activities, and renewal strategies
  • Review plan documents, contracts, and other benefit materials for accuracy
  • Stay current on industry trends, legislation, and employee benefits best practices
• Growth & Retention
  • Support retention, growth, and profitability across an assigned book of business
  • Deliver proactive service that strengthens client relationships and long-term partnerships
  • Collaborate with internal teams to identify opportunities that enhance the client experience

Qualifications

Required

• Bachelor's degree or equivalent relevant work experience
• 2–4 years of experience in a client-facing account management or client service role
• Active Life & Health License
• Strong knowledge of employee benefits and insurance programs
• Excellent communication, organization, and relationship-building skills
• Proficiency in Microsoft Office applications

Preferred

• 4–7 years of employee benefits account management experience for Senior Account Manager consideration
• Experience supporting mid-market clients
• Experience with RFPs, renewals, compliance deliverables, and carrier negotiations
• Previous mentoring or leadership experience

Core Competencies

• Client focus
• Business acumen
• Technical employee benefits knowledge
• Communication proficiency
• Collaboration and teamwork
• Organizational skills
• Problem-solving and critical thinking
• Accountability and attention to detail

Pay

Salary range: $90,000 – $110,000 per year. Eligible for performance-based bonus.

Benefits

• Comprehensive medical, dental, and vision coverage
• Life and disability insurance
• 401(k) retirement plan
• Generous paid time off (PTO)

Schedule

Hybrid, 2 or fewer days in office.

Professional Development

Alera Group Academy provides structured development opportunities, including:

• 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

This position may require an active State Life & Health License.