Account Manager Small Group

Account Manager Small Group Employee Benefits

At Alera Group, our Employee Benefits team helps employers design, implement, and support programs that care for people and strengthen organizations. We're seeking an Account Manager - Small Group who will provide direct support in system setup and day-to-day service requests, ensuring a seamless client experience and operational accuracy.

Founded in 2017, Alera Group has grown to become the 14th largest broker of U.S. business. We serve clients across Employee Benefits, Property & Casualty Insurance, and Financial Services. With offices nationwide, we combine national strength with local service through a deeply collaborative approach.

This position's primary responsibility is to serve as the day-to-day expert on a book of business and the point of contact for clients while maintaining a high level of client and internal team satisfaction.

Why Alera Group:

• Make an Impact: Your work supports businesses and individuals in protecting what matters most.
• Grow With Us: We invest in development, mentorship, and long-term career growth.
• The Collaborative Way: We believe in accountability, teamwork, and shared success across all offices and lines of business.
• National Strength. Local Heart: Scale, resources, and expertise with relationships that feel personal.

What You'll Do / Your Impact

Client Partnership & Risk Strategy

• Support clients with coverage placement, renewals, claims coordination, policy analysis and day to day service needs
• Collaborate with carriers, Producers and internal partners to deliver effective benefit solutions
• Contribute to retention and growth initiatives through proactive and responsive client service

Operational Excellence

• Maintain accurate documentation in agency management systems including policy information activities and correspondence
• Ensure compliance with workflows internal policies and benefit program accuracy
• Support audits reporting and renewal processes as needed
• Assist in the RFP process including comparing carrier proposals and summarizing options for clients
• Respond to client inquiries related to claims billing enrollment and benefit questions

Strategic Contribution

• Assist in identifying opportunities to enhance client benefit programs and improve service delivery
• Partner with Producers and internal teams on onboarding new business and executing renewals
• Remain current on carrier programs industry trends and regulatory changes

What You Bring

Required

• Experience working in client service or employee benefits environment
• Knowledge of medical, dental, vision and ancillary benefit programs
• Strong communication and relationship management skills
• Ability to manage multiple priorities in a dynamic environment

Preferred

• Bachelor's degree or equivalent relevant experience
• Experience with agency management systems
• Strong analytical and problem solving capability

Core Competencies

• Detail orientation
• Accountability and follow through
• Collaborative mindset
• Client first thinking

Additional Information

Compensation: Salary range: $50,000-$60,000 per year

Benefits: Alera Group offers comprehensive benefits including medical, dental, vision, life and disability coverage, 401(k), generous PTO, and more.

Work Model: This role is Hybrid

Professional Development Alera Group Academy

At Alera Group, growth isn't left to chance. Through Alera Group Academy, we provide structured development opportunities designed to help you expand your expertise and build a meaningful career.

You'll have access to:

• Role-specific learning paths
• Leadership development programs
• Technical and compliance training
• Industry certifications and continuing education support
• Peer learning and knowledge-sharing communities

Whether you're deepening technical expertise or preparing for leadership, we're invested in helping you grow.

Licensure & Certifications (If Applicable)

This position may require:

• Active State Life & Health License OR
• Ability to obtain required licensure within 3 months of hire
• Ongoing continuing education to maintain active status

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.

Location Type: Hybrid - 3 or more days in office - Office UKG Work location