- Senior
- Office in San Antonio
Alera Group is looking for a Senior 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.
SRM is San Antonio’s largest provider of employee benefit programs. For over 30 years SRM has made a positive impact in our community providing consulting, brokerage, and administration services for businesses of all sizes.
Responsibilities:• Work with vendor/carriers/providers and/or other external partners, as appropriate, to resolve claims and other benefit-related issues
• Remain current on forms, coverage insurance carriers, industry trends and legislation
• Consistently follow client service workflows (service calendar timelines) and appropriately engage internal resources
• Assist and manage communications (e.g., guidance on benefit program features, plans, enrollment, rules, and eligibility) to employees and management
• Maintain the calendar of wellness events and coordinate the distribution of all wellness information
• Monitor ongoing administration, including the setup of new accounts, funding of contributions, and compliance with applicable ACA rules
• Understand and execute company’s Standard Operating Procedures and reporting tools to ensure efficiency and accuracy of execution
• Manage audits, required filings and other compliance related initiatives, as required
• Identify needs, assist in the development of and maintain communication systems to promote understanding of benefit programs and practices for management, employees, and HR staff
• Coordinate and plan the annual Open Enrollment process
• Attend meetings and events as appropriate and proactively learn about products and underwriting approaches
• Oversee the accuracy and display of information in carrier portals and/or EDI file feed data, internal platforms, etc
• Assist in the development of service team members
• Undergraduate college degree preferred; or equivalent experience
• Life and Health Insurance State License – required
• Professional Certification preferred (GBA, PHR, CLU, CEBS, CBP) (not required)
• Insurance carrier, benefits administration, and/or insurance brokerage experience preferred
• Intermediate to advanced knowledge of the following:
o HMO, PPO, CDHP for health plans
o Wellness programs, dental, life, short- and long-term disability
o Regulatory environment of employee benefit plans
• Ability to establish priorities, work independently and proceed with objectives with little or no supervision
• Be proficient in Microsoft Office applications
• Strong verbal and written communication skills
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.
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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