Assistant Account Manager at Alera Group

Alera Group is looking for an Assistant Account Manager. We are seeking highly motivated colleagues who bring experience and enthusiasm to our team – joining us may be the perfect fit for you!

Alera Group was founded in 2017 and has grown to become the 15th largest broker of US business. We are passionate about our clients’ success in the areas of Employee Benefits, Property and Casualty Insurance, Retirement Plan Services, and Wealth Services. With a network of offices nationwide, our commitment to collaboration allows us to offer national resources combined with local service.

• Process urgent eligibility requests

• Create temporary ID cards

• Understand COBRA rules and timelines to ensure vendors have necessary information

• Prepare for and attend employer open enrollment meetings

• Keep management systems and shared drives organized and up to date

• Assemble small group proposals

• Compile data into an employee census

• Assist in creating compliance documents (e.g., employee annual notices)

• Help set up groups in Employee Navigator and Ease

• Audit group carrier invoices and support third-party audit questions

• Create detailed deduction reports using Excel templates with formulas

• Develop rate cards and employee election forms

• Review and verify formulas and calculations in Excel

• Attend and actively participate in team meetings

• Respond promptly using Outlook and Microsoft Teams

• Create benefit guides using PowerPoint templates

• Demonstrate strong time management and task prioritization (using Zendesk and Microsoft Planner)

• Mentor and train fellow Account Coordinators

• Contribute to revising and improving Account Coordinator processes

• High School Diploma or Equivalent required

• Preferred: 1–3 years of experience in Employee Benefits or Human Resources

• Acceptable: Any combination of education, experience, and training that provides the required knowledge and abilities

• Familiarity with:

  • Health, Life, Dental, Vision insurance products

  • Long-Term Disability (LTD), Short-Term Disability (STD), and supplemental products

• Knowledge of current:

  • Carrier Eligibility Rules

  • COBRA regulations

• Ability to:

  • Maintain cooperative relationships with various staff and agencies

  • Run effective meetings using listening, reasoning, and clear communication

  • Retain information, problem-solve, and work independently

  • Perform basic math computations, especially in Excel

• Proficient in:

  • Microsoft Word, Excel, Outlook, and PowerPoint

  • Brokerage Builder

  • Internet and carrier websites

• Comfortable using standard office equipment:

  • Copier, scanner, fax, calculator, telephone

This job requires presence in the office on a hybrid schedule as agreed with the manager.

Alera Group offers comprehensive benefits to our colleagues, including medical, dental, life and disability insurance, 401k, generous paid time off and much more.

Salary range is $60K to $65K per year.

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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