Account Manager

OVERVIEW Account Manager – Employee Benefits Hybrid | Preference for PST MST time zones ( Select the primary work model : Remote / Hybrid / On-site- Add any relevant qualifiers : Time zone, city, regional preference, or collaboration needs At Alera Group, our Employee Benefits teams help organizations attract, retain, and engage their workforce through creative, compliant, and competitive benefits strategies. We’re seeking a Account Manager who will make a meaningful impact by delivering proactive client service, thoughtful benefits strategy, and a high-touch experience for both clients and employees. About Alera Group Founded in 2017, Alera Group has grown to become the 14th largest broker of U.S. business. We are passionate about our clients’ success in Employee Benefits, Property & Casualty Insurance, Retirement Plan Services, and Wealth Services. With offices nationwide, our collaborative approach allows us to deliver national strength with local service. This role supports clients by ensuring benefits programs are administered accurately, aligned with strategic objectives, and compliant with all regulatory requirements. You’ll partner with internal teams and client contacts to deliver seamless execution, creative solutions, and a superior client experience. Why Alera Group Meaningful Impact: Help clients and employees navigate benefits programs that drive retention, engagement, and satisfaction Growth & Learning: Opportunities to deepen your expertise and gain exposure to a variety of clients and industries Collaborative Culture: Work in a team-oriented environment that values accountability, partnership, and the principles of The Collaborative Way RESPONSIBILITIES What You’ll Do / Your Impact Client Experience & Advisory Support Serve as a primary point of contact for key employee benefits clients and their employees Assist employees with day‑to‑day questions related to benefits programs and enrollment Meet with clients to discuss insurance needs, service issues, and ongoing support Maintain open communication with Producers, keeping them informed of important account activity, issues, and opportunities Operational & Compliance Excellence Identify and resolve claims and billing issues by coordinating with employees and insurance carriers Support all aspects of the enrollment process, including eligibility, qualifying events, terminations, quoting, proposals, and plan design clarification Work with carriers on renewals, contract changes, and plan updates Prioritize workload effectively and request assistance when needed to meet service expectations Maintain accurate documentation and adhere to department procedures and service standards Growth & Retention Partner with Producers on renewal strategy and new business opportunities Provide a high level of support to retain, expand, and service existing accounts Assist with prospect support in coordination with Producers as needed Participate in training, seminars, and continuing education to enhance technical expertise Provide training and mentoring support to peers QUALIFICATIONS What You Bring Required High school diploma or equivalent; college degree preferred Minimum of three years of experience supporting employee group benefits Active Life & Health insurance license Strong listening skills and attention to detail Proficiency in Microsoft Word, Excel, Outlook, and PowerPoint Ability to work effectively in a fast‑paced environment with frequent interruptions Preferred Experience with benefits enrollment systems and compliance processes Experience presenting benefits information to client groups Core Competencies Client‑first mindset and service excellence Organization, thoroughness, and follow‑through Strong communication and collaboration Accountability and professionalism Problem‑solving and adaptability ADDITIONAL INFORMATION Compensation: Salary range: $65,000 – $80,000 per year Eligible for performance-based bonus: [Yes/No – if applicable] 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 / Property & Casualty License / Series 6/7/65/66 / etc.] Ability to obtain required licensure within [X] 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. #LI-MM1 #LI-Hybrid Location Type Hybrid - 2 or less days in office What You'll Do / Your Impact Client Experience & Advisory Support Serve as a primary point of contact for key employee benefits clients and their employees Assist employees with day‑to‑day questions related to benefits programs and enrollment Meet with clients to discuss insurance needs, service issues, and ongoing support Maintain open communication with Producers, keeping them informed of important account activity, issues, and opportunities Operational & Compliance Excellence Identify and resolve claims and billing issues by coordinating with employees and insurance carriers Support all aspects of the enrollment process, including eligibility, qualifying events, terminations, quoting, proposals, and plan design clarification Work with carriers on renewals, contract changes, and plan updates Prioritize workload effectively and request assistance when needed to meet service expectations Maintain accurate documentation and adhere to department procedures and service standards Growth & Retention Partner with Producers on renewal strategy and new business opportunities Provide a high level of support to retain, expand, and service existing accounts Assist with prospect support in coordination with Producers as needed Participate in training, seminars, and continuing education to enhance technical expertise Provide training and mentoring support to peers What You Bring Required High school diploma or equivalent; college degree preferred Minimum of three years of experience supporting employee group benefits Active Life & Health insurance license Strong listening skills and attention to detail Proficiency in Microsoft Word, Excel, Outlook, and PowerPoint Ability to work effectively in a fast‑paced environment with frequent interruptions Preferred Experience with benefits enrollment systems and compliance processes Experience presenting benefits information to client groups Core Competencies Client‑first mindset and service excellence Organization, thoroughness, and follow‑through Strong communication and collaboration Accountability and professionalism Problem‑solving and adaptability