Account manager h1.location_city

OVERVIEW

Alera Group is looking for a Employee Benefits 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 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.

RESPONSIBILITIES

• Coordinate renewals and new business by gathering information, managing expirations, and developing renewal strategies.
• Oversee day-to-day client service, including policy changes, claims assistance, and timely issue resolution.
• Review policies and endorsements for accuracy, coverage, rating, and compliance standards.
• Market new and renewal accounts by soliciting carrier quotes, negotiating terms, and preparing proposals/presentations.
• Maintain accurate documentation and compliance, including certificates issuance, system updates (AMS360/EPIC), E&O adherence, and follow-up tracking.

QUALIFICATIONS

• Life and Health Insurance State License – required.
• Minimum 2–3 years of employee benefits account management experience.
• Insurance carrier, benefits administration, and/or insurance brokerage experience required
• Proficiency in Microsoft Office and agency management systems.
• Excellent verbal and written communication skills; detail-oriented and self-motivated.

ADDITIONAL INFORMATION

This job is expected to be performed on-site in the office.

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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#LI-Onsite

Location Type

Hybrid

• Life and Health Insurance State License – required.
• Minimum 2–3 years of employee benefits account management experience.
• Insurance carrier, benefits administration, and/or insurance brokerage experience required
• Proficiency in Microsoft Office and agency management systems.
• Excellent verbal and written communication skills; detail-oriented and self-motivated.
• Coordinate renewals and new business by gathering information, managing expirations, and developing renewal strategies.
• Oversee day-to-day client service, including policy changes, claims assistance, and timely issue resolution.
• Review policies and endorsements for accuracy, coverage, rating, and compliance standards.
• Market new and renewal accounts by soliciting carrier quotes, negotiating terms, and preparing proposals/presentations.
• Maintain accurate documentation and compliance, including certificates issuance, system updates (AMS360/EPIC), E&O adherence, and follow-up tracking.