Associate Account Manager

OVERVIEW

Associate 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 Associate 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 & Risk Strategy

• Provide direct support to Account Managers and leadership for fully insured and self-funded employee benefit clients
• Assist with compliance coordination, including scheduling compliance calls, documenting notes, and supporting follow-up actions
• Support client communications such as monthly Medicare Part D notifications and compliance-related outreach
• Assist with resolving elevated client issues in a timely and professional manner

Operational Excellence

• Support renewal activities, including preparation of pre-renewal, renewal, and post-renewal presentations
• Assist with checking premium summaries and deduction modeling for accuracy
• Manage compliance-related processes for self-funded clients, including Gag Clause and RxDC requirements
• Support open enrollment and plan administration tasks, including:
• Employee Navigator checklist completion and site reviews
• Requesting and reviewing SBCs and benefit summaries
• COBRA, FSA, HRA, and HSA renewal paperwork
• Open enrollment and 1/1 closeout meeting backup support
• Maintain accurate documentation and assist with data entry across internal systems

Strategic Contribution

• Participate in carrier webinars and educational sessions to build benefits knowledge and industry awareness
• Collaborate with internal partners and vendors to support payroll integrations, EDI feeds, and benefit administration workflows
• Contribute to team efficiency by proactively supporting projects, process improvements, and ongoing client needs

QUALIFICATIONS

What You Bring

Required

• Strong written and verbal communication skills
• Excellent attention to detail and ability to follow detailed instructions with accuracy
• Strong organizational skills and ability to manage multiple priorities
• Proficiency in Microsoft Word, Outlook, Excel, PowerPoint, and Microsoft Teams
• Ability to perform accurate data entry and administrative support tasks

Preferred

• Prior experience in employee benefits, insurance, or client service support roles
• Familiarity with fully insured and self-funded benefit plans
• Understanding of carrier, vendor, and HR interactions within benefits administration

Core Competencies

• Detail orientation
• Accountability and follow-through
• Strong customer service mindset
• Collaborative team approach
• Proactive problem-solving

ADDITIONAL INFORMATION

Compensation: Salary: $72,500 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 Life and Health License

Ability to obtain required licensure within the agreed upon timeline after 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.

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Location Type

Hybrid - 2 or less days in office

What You'll Do / Your Impact

Client Partnership & Risk Strategy

• Provide direct support to Account Managers and leadership for fully insured and self-funded employee benefit clients
• Assist with compliance coordination, including scheduling compliance calls, documenting notes, and supporting follow-up actions
• Support client communications such as monthly Medicare Part D notifications and compliance-related outreach
• Assist with resolving elevated client issues in a timely and professional manner

Operational Excellence

• Support renewal activities, including preparation of pre-renewal, renewal, and post-renewal presentations
• Assist with checking premium summaries and deduction modeling for accuracy
• Manage compliance-related processes for self-funded clients, including Gag Clause and RxDC requirements
• Support open enrollment and plan administration tasks, including:
• Employee Navigator checklist completion and site reviews
• Requesting and reviewing SBCs and benefit summaries
• COBRA, FSA, HRA, and HSA renewal paperwork
• Open enrollment and 1/1 closeout meeting backup support
• Maintain accurate documentation and assist with data entry across internal systems

Strategic Contribution

• Participate in carrier webinars and educational sessions to build benefits knowledge and industry awareness
• Collaborate with internal partners and vendors to support payroll integrations, EDI feeds, and benefit administration workflows
• Contribute to team efficiency by proactively supporting projects, process improvements, and ongoing client needs

What You Bring

Required

• Strong written and verbal communication skills
• Excellent attention to detail and ability to follow detailed instructions with accuracy
• Strong organizational skills and ability to manage multiple priorities
• Proficiency in Microsoft Word, Outlook, Excel, PowerPoint, and Microsoft Teams
• Ability to perform accurate data entry and administrative support tasks

Preferred

• Prior experience in employee benefits, insurance, or client service support roles
• Familiarity with fully insured and self-funded benefit plans
• Understanding of carrier, vendor, and HR interactions within benefits administration

Core Competencies

• Detail orientation
• Accountability and follow-through
• Strong customer service mindset
• Collaborative team approach
• Proactive problem-solving