Client Success Specialist (Account Manager)
Dickerson Group, Waukesha, Wisconsin, United States, 53188
OVERVIEW
Alera Group is looking for an Employee Benefits Account Manager. 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
Manage client and carrier relationships by providing ongoing communication, resolving service and claims issues, delivering benefit education, and supporting premium and carrier matters
Lead implementation for new and existing accounts, including carrier RFPs, plan setup, presentations, compliance education, system configuration, and training HR teams on new benefit offerings
Partner closely with sales agents, Corporate Benefits Specialists, and internal teams to drive client satisfaction, retention, strategic planning, and identification of value‑added opportunities
QUALIFICATIONS
Demonstrate professionalism and integrity by adhering to company and client values, meeting commitments, and performing all essential duties with honesty and accountability
Associate’s degree in Human Resources, Business Administration, or related field
2+ years of related experience (or equivalent combination); insurance agency, sales, and employee benefits experience preferred
Proficient in Microsoft Word, Excel, Outlook, and internet navigation; state insurance license required, with SHRM (CP/SCP), PHR, and CEBS certifications preferred
ADDITIONAL INFORMATION This role may be filled remotely if not near an Alera Group office.
Base salary range is $80,000 to $90,000 per year.
Alera Group offers comprehensive benefits to our colleagues, including medical, dental, life and disability insurance, 401k, generous paid time off and much more.
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 In-Office
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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
Manage client and carrier relationships by providing ongoing communication, resolving service and claims issues, delivering benefit education, and supporting premium and carrier matters
Lead implementation for new and existing accounts, including carrier RFPs, plan setup, presentations, compliance education, system configuration, and training HR teams on new benefit offerings
Partner closely with sales agents, Corporate Benefits Specialists, and internal teams to drive client satisfaction, retention, strategic planning, and identification of value‑added opportunities
QUALIFICATIONS
Demonstrate professionalism and integrity by adhering to company and client values, meeting commitments, and performing all essential duties with honesty and accountability
Associate’s degree in Human Resources, Business Administration, or related field
2+ years of related experience (or equivalent combination); insurance agency, sales, and employee benefits experience preferred
Proficient in Microsoft Word, Excel, Outlook, and internet navigation; state insurance license required, with SHRM (CP/SCP), PHR, and CEBS certifications preferred
ADDITIONAL INFORMATION This role may be filled remotely if not near an Alera Group office.
Base salary range is $80,000 to $90,000 per year.
Alera Group offers comprehensive benefits to our colleagues, including medical, dental, life and disability insurance, 401k, generous paid time off and much more.
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 In-Office
#J-18808-Ljbffr