Overview
Alera Group is looking for an Employee Benefits Account Manager to join their team. This client-facing position is responsible for managing and retaining an assigned book of Employee Benefits clients with Partner support. Account Manager is expected to have thorough knowledge of group insurance coverages including medical, dental, vision, life and disability, have a thorough understanding of the financial and insurance arrangements available for these coverages, and be fluent in the various types of third-party administration services our clients might need. Finally, Account Manager should be able to provide compliance education to clients. 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
Ensure that contracts, BAAs or other documents are current.
Educate client on applicable compliance and regulatory responsibilities.
Analyze plan data and information provided by client service team regarding plan specifications, pricing and the ability of the carrier to deliver a service based on client needs.
Make determinations on appropriateness and/or clarity of the data and coordinate with the client service team to finalize an accurate and clear document for use with each client.
Work with client service team to review a request for proposal and/or other solicitation materials necessary to market client’s requests.
Advise clients on appropriate vendors and products that best serve their needs and are consistent with their business objectives.
Serve as an advocate for the client by working with Analyst to negotiate pricing and terms of various plans with vendors.
Document key information obtained from clients and communicate to service and/or management teams as appropriate.
Coordinate with client service team and client for appropriate employee communication materials.
Maintain a working knowledge of technical systems that are used and understand that it is critical to be current with all systems related to client data.
Qualifications Education & Experience:
At minimum, 4-5 years of account management or client service/relationship management experience is required. A bachelor’s degree is preferred. A Senior Account Manager will generally require 6+ years of experience.
Certificates & Licensure: Applicable state life & disability insurance producer license is required and must be obtained within 30 days of hire. Relevant certifications, such as Certified Employee Benefits Specialist (CEBS), Registered Health Underwriter (RHU), or NAHU Certifications, are preferred.
Other Requirements: Because of frequent travel by vehicle to client sites and access to sensitive client information, we require you have a valid driver’s license and pass a background check.
Additional Information This job is expected to be performed Hybrid. Flexible
Alera Group offers comprehensive benefits to our colleagues, including medical, dental, life and disability insurance, 401k, generous paid time off and much more.
Compensation range is between $70K to $120K annually (dependent on experience).
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-SE1
#LI-Hybrid
Location Type: Hybrid
#J-18808-Ljbffr
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
Ensure that contracts, BAAs or other documents are current.
Educate client on applicable compliance and regulatory responsibilities.
Analyze plan data and information provided by client service team regarding plan specifications, pricing and the ability of the carrier to deliver a service based on client needs.
Make determinations on appropriateness and/or clarity of the data and coordinate with the client service team to finalize an accurate and clear document for use with each client.
Work with client service team to review a request for proposal and/or other solicitation materials necessary to market client’s requests.
Advise clients on appropriate vendors and products that best serve their needs and are consistent with their business objectives.
Serve as an advocate for the client by working with Analyst to negotiate pricing and terms of various plans with vendors.
Document key information obtained from clients and communicate to service and/or management teams as appropriate.
Coordinate with client service team and client for appropriate employee communication materials.
Maintain a working knowledge of technical systems that are used and understand that it is critical to be current with all systems related to client data.
Qualifications Education & Experience:
At minimum, 4-5 years of account management or client service/relationship management experience is required. A bachelor’s degree is preferred. A Senior Account Manager will generally require 6+ years of experience.
Certificates & Licensure: Applicable state life & disability insurance producer license is required and must be obtained within 30 days of hire. Relevant certifications, such as Certified Employee Benefits Specialist (CEBS), Registered Health Underwriter (RHU), or NAHU Certifications, are preferred.
Other Requirements: Because of frequent travel by vehicle to client sites and access to sensitive client information, we require you have a valid driver’s license and pass a background check.
Additional Information This job is expected to be performed Hybrid. Flexible
Alera Group offers comprehensive benefits to our colleagues, including medical, dental, life and disability insurance, 401k, generous paid time off and much more.
Compensation range is between $70K to $120K annually (dependent on experience).
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-SE1
#LI-Hybrid
Location Type: Hybrid
#J-18808-Ljbffr