Employee Benefits Account Manager

OVERVIEW Account Manager – Employee Benefits Hybrid 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 Alera Group was founded in 2017 and has grown to become the 14th largest broker of U.S. business. We are passionate about our clients’ success in the areas of Employee Benefits, Property and Casualty Insurance, and Financial Services. With a network of offices nationwide, our commitment to collaboration allows us to offer national resources combined 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 Partnership & Service Excellence Serve and grow an assigned book of employee benefits clients through exceptional service Educate clients on benefit coverages, plan details, and program features Maintain positive, professional relationships with clients and internal team members Provide outstanding support for claims, billing questions, and enrollment issues Complete account reviews as assigned or requested Operational & Compliance Excellence Support day‑to‑day servicing needs for the employee benefits book of business Handle renewals in partnership with Producers, including remarketing and renewal preparation Present renewal pricing and terms when appropriate Ensure accurate documentation and follow established workflows and procedures Utilize systems and tools to manage accounts efficiently and accurately Growth & Retention Identify and generate additional revenue opportunities within the existing book of business Support account rounding, increased coverage, added policy features, and cross‑selling Assist Producers with new business and growth initiatives Contribute to a positive, high‑performance team environment aligned with company values QUALIFICATIONS What You Bring Required Active Employee Benefits (Life & Health) insurance license 5+ years of experience working in employee benefits at an agency, preferably with key accounts Proficiency in Microsoft Office and Employee Navigator Strong organizational skills with excellent attention to detail Strong verbal and written communication skills Ability to manage multiple priorities in a fast‑paced environment Preferred Experience managing and retaining a sizable book of employee benefits business Experience supporting renewal presentations and account strategy discussions Core Competencies Efficient, enthusiastic, and persistent work style Strong listening and communication skills Detail‑oriented planning and follow‑through High standards for individual and team performance Quick learner who brings new ideas and fresh perspectives Flexible and adaptable in a high‑growth environment ADDITIONAL INFORMATION Compensation: Salary range: $70,000 – $90,000 per year Eligible for performance-based bonus: Yes 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. Ability to obtain required licensure within 12 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-WZ1 #LI-Hybrid Location Type Hybrid - 2 or less days in office What You'll Do / Your Impact Client Partnership & Service Excellence Serve and grow an assigned book of employee benefits clients through exceptional service Educate clients on benefit coverages, plan details, and program features Maintain positive, professional relationships with clients and internal team members Provide outstanding support for claims, billing questions, and enrollment issues Complete account reviews as assigned or requested Operational & Compliance Excellence Support day‑to‑day servicing needs for the employee benefits book of business Handle renewals in partnership with Producers, including remarketing and renewal preparation Present renewal pricing and terms when appropriate Ensure accurate documentation and follow established workflows and procedures Utilize systems and tools to manage accounts efficiently and accurately Growth & Retention Identify and generate additional revenue opportunities within the existing book of business Support account rounding, increased coverage, added policy features, and cross‑selling Assist Producers with new business and growth initiatives Contribute to a positive, high‑performance team environment aligned with company values What You Bring Required Active Employee Benefits (Life & Health) insurance license 5+ years of experience working in employee benefits at an agency, preferably with key accounts Proficiency in Microsoft Office and Employee Navigator Strong organizational skills with excellent attention to detail Strong verbal and written communication skills Ability to manage multiple priorities in a fast‑paced environment Preferred Experience managing and retaining a sizable book of employee benefits business Experience supporting renewal presentations and account strategy discussions Core Competencies Efficient, enthusiastic, and persistent work style Strong listening and communication skills Detail‑oriented planning and follow‑through High standards for individual and team performance Quick learner who brings new ideas and fresh perspectives Flexible and adaptable in a high‑growth environment