Senior Account Manager chez Alera Group

Alera Group is seeking a Senior Account Manager to join their Employee Benefits Health and Welfare team. This person must excel in providing the best-in-class service, while working collaboratively with the Account Managers, Executives and Consultants.

Alera Group was founded in 2017 and has grown to become the 14th 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.

• Work with vendor/carriers/providers and/or other external partner, 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.
• Responsible for assisting and managing 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.
• Monitors 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.
• Manages 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.

• 5 -6 Years Experience.

• Undergraduate college degree preferred; or experience equivalent considered.

• 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:

  • HMO, PPO, CDHP for health plans.

  • Wellness programs, dental, life, short- and long-term disability.

  • Regulatory environment of employee benefit plans.

• Ability to establish priorities, work independently and proceed with objectives with little or no supervision.

• Computer skills with proficiency in Word, Excel and PowerPoint including strong proficiency in creating and verifying financial spreadsheets.

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. 

If you're a California resident, please read the California Consumer Privacy Act prior to applying. 

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