Note: The job is a remote job and is open to candidates in USA. Alera Group is an independent insurance and financial services firm with an Employee Benefits team that helps organizations support their employees through benefits solutions. The Account Manager will manage client relationships, deliver day-to-day service, support renewals and carrier negotiations, and coordinate compliance and enrollment activities.
Responsibilities
- Serve as the primary relationship manager for an assigned book of employee benefits clients
- Manage day-to-day client service activities while ensuring timely and accurate delivery of solutions
- Support annual renewals, market reviews, carrier negotiations, and marketing activities
- Lead client meetings, renewal discussions, and quarterly service reviews
- Assist with open enrollment activities, employee education materials, and enrollment meetings
- Resolve claims issues, eligibility concerns, billing discrepancies, and carrier-related service matters
- Coordinate compliance-related activities, filings, notices, and required documentation
- Collaborate with internal teams, vendors, and carrier partners to support client objectives and service delivery
Skills
- Active Life and Health Insurance License required
- Minimum 3 years of employee benefits account management or client service experience
- Strong knowledge of employee benefits plans, administration, and insurance carrier processes
- Experience managing client relationships and delivering consultative service solutions
- Ability to manage multiple priorities while meeting deadlines in a fast-paced environment
- Strong verbal, written, organizational, and presentation skills
- Proficiency with Microsoft Office applications including Excel, Word, Outlook, and PowerPoint
- Experience using employee benefits administration, enrollment, and CRM platforms
- Experience supporting mid-sized and large group employee benefits clients
- Knowledge of employee benefits compliance requirements and regulatory filings
- Experience conducting open enrollment meetings and employee education sessions
- Familiarity with BenefitPoint, Employee Navigator, EASE, PlanSight, Monday.com, or similar platforms
- Experience managing carrier relationships and negotiating renewal strategies
- Strong analytical and problem-solving skills
- Ability to identify opportunities for additional services and client solutions
- Experience working within an insurance brokerage or employee benefits consulting environment
Benefits
- Medical, dental, and vision insurance
- Life and disability coverage
- 401(k)
- Generous paid time off
- Professional development and career growth opportunities
- This role is primarily remote.
Company Overview