Employee Benefits Account Manager

Responsibilities

• Serve and grow an assigned book of employee benefits clients through exceptional service
• Educate clients on benefit coverages, plan details, and program features
• Maintain positive, professional relationships with clients and internal team members
• Provide outstanding support for claims, billing questions, and enrollment issues
• Complete account reviews as assigned or requested
• Operational & Compliance Excellence:
• Support day-to-day servicing needs for the employee benefits book of business
• Handle renewals in partnership with Producers, including remarketing and renewal preparation
• Present renewal pricing and terms when appropriate
• Ensure accurate documentation and follow established workflows and procedures
• Utilize systems and tools to manage accounts efficiently and accurately
• Growth & Retention:
• Identify and generate additional revenue opportunities within the existing book of business
• Support account rounding, increased coverage, added policy features, and cross-selling
• Aid Producers with new business and growth initiatives
• Contribute to a positive, high-performance team environment aligned with company values

Qualifications

• Required: Active Employee Benefits (Life & Health) insurance license
• 5+ years of experience working in employee benefits at an agency, preferably with key accounts
• Proficiency in Microsoft Office and Employee Navigator
• Strong organizational skills with excellent attention to detail
• Strong verbal and written communication skills
• Ability to manage multiple priorities in a fast-paced environment

Preferred Qualifications

• Experience managing and retaining a sizable book of employee benefits business
• Experience supporting renewal presentations and account strategy discussions

Core Competencies

• Efficient, enthusiastic, and persistent work style
• Strong listening and communication skills
• Detail-oriented planning and follow-through
• High standards for individual and team performance
• Quick learner who brings new ideas and fresh perspectives
• Flexible and adaptable in a high-growth environment

Additional Information

• Compensation: Salary range - $70,000 – $90,000 per year
• Eligible for performance-based bonus - Yes
• 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 provides structured development opportunities designed to help you expand your expertise and build a meaningful career.
• Licensure & Certifications (If Applicable): This position may require - Active State Life & Health License. Ability to obtain required licensure within 12 months of hire Ongoing continuing education to maintain active status