Account Manager na Alera Group

Alera Group is looking for an 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.

• Manage and maintain a designated book of business, building strong client relationships through timely service, expert guidance, and creative problem-solving

• Act as the primary contact for plan sponsors, addressing client and employee inquiries regarding enrollment, coverage, and general plan details; escalate complex questions as needed

• Coordinate and execute the annual renewal process, including marketing, strategy development, and client presentations

• Support quarterly client meetings by preparing and delivering materials, ensuring clear communication and alignment

• Manage new business implementation, including underwriting coordination, installation documentation, and record management

• Maintain accurate client data in the CRM system, ensuring timely documentation of communications, action items, and service activity

• Research and apply industry knowledge to client needs, staying current on insurance products, regulations, and market trends

• Identify and resolve client concerns quickly and effectively, implementing solutions to strengthen long-term relationships

• Ensure strict confidentiality and security of all client and company information

• Experience in employee benefits, health insurance, or account management (brokerage or carrier preferred)

• Strong knowledge of group health and ancillary benefits; familiarity with compliance and regulatory requirements (ACA, ERISA, COBRA, etc.) a plus

• Excellent communication and client service skills with the ability to build trusted relationships

• Highly organized, detail-oriented, and able to manage multiple priorities in a fast-paced environment

• Proficiency with Microsoft Office Suite; experience with CRM systems preferred

• Life & Health Insurance License (or willingness to obtain within a set timeframe)

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 $68K to $80K 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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