Senior Account Manager

OVERVIEW

Alera Group is looking for a Senior Account Manager - Employee Benefits Health and Welfare. 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

The Account Manager coordinates the placement and service of employee benefits for Alera Group clients. This position is client-facing and leverages competencies and advanced knowledge of group employee benefits insurance services, HR administrative functions and plan design to best service clients. Primary responsibilities include, but not limited to:

• Account management including escalated claim research and resolution
• Daily communication with internal and external clients
• New group implementation, coordinate internally and set up external vendors, including, but not limited to Medical, Dental, Vision, Life, Disability, Worksite, COBRA, HSA, FSA, HRA, LOAs, FMLA services
• Client liaison, problem solving
• Project implementation and completion
• Review and interpret documents and contracts
• Employee education, conduct meetings, and employee communication materials
• Lead the required peer-review of employee communications material
• Conduct employee education recordings, webinars as needed
• Work efficiently in a fast-paced environment with many demands
• Ability to multi-task
• Organizational skills, prioritizing, and meet deadlines
• Be proficient in Microsoft Office applications
• Attend training sessions to stay updated on product, regulation, or policy changes
• Have strong analytical and problem-solving skills
• Strong verbal and written communication skills
• Build internal and external relationships

QUALIFICATIONS

• Undergraduate college degree preferred; or experience equivalent considered
• Life and Health Insurance State License – required
• Insurance carrier, benefits administration, and/or insurance brokerage experience required.
• Intermediate to advanced knowledge of the following:Fully-insured and Self-funding health plansWellness programs, dental, life, short- and long-term disabilityRegulatory 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 verifying financial spreadsheets

ADDITIONAL INFORMATION

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.

#LI-AM2

#LI-Hybrid

Location Type

Hybrid

• Undergraduate college degree preferred; or experience equivalent considered
• Life and Health Insurance State License – required
• Insurance carrier, benefits administration, and/or insurance brokerage experience required.
• Intermediate to advanced knowledge of the following:Fully-insured and Self-funding health plansWellness programs, dental, life, short- and long-term disabilityRegulatory 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 verifying financial spreadsheets

The Account Manager coordinates the placement and service of employee benefits for Alera Group clients. This position is client-facing and leverages competencies and advanced knowledge of group employee benefits insurance services, HR administrative functions and plan design to best service clients. Primary responsibilities include, but not limited to:

• Account management including escalated claim research and resolution
• Daily communication with internal and external clients
• New group implementation, coordinate internally and set up external vendors, including, but not limited to Medical, Dental, Vision, Life, Disability, Worksite, COBRA, HSA, FSA, HRA, LOAs, FMLA services
• Client liaison, problem solving
• Project implementation and completion
• Review and interpret documents and contracts
• Employee education, conduct meetings, and employee communication materials
• Lead the required peer-review of employee communications material
• Conduct employee education recordings, webinars as needed
• Work efficiently in a fast-paced environment with many demands
• Ability to multi-task
• Organizational skills, prioritizing, and meet deadlines
• Be proficient in Microsoft Office applications
• Attend training sessions to stay updated on product, regulation, or policy changes
• Have strong analytical and problem-solving skills
• Strong verbal and written communication skills
• Build internal and external relationships