Account Manager
Alera Group, Inc., Mechanicsburg, PA, United States
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 an
Account Manager – Employee Benefits
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.
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 Collaborative Way
Responsibilities Client Partnership & Risk Strategy
Serve as the primary relationship owner for an assigned group of small group employee benefits clients
Build strong, trusted relationships by proactively understanding client needs and anticipating potential issues
Identify opportunities for growth within existing accounts and support client retention initiatives
Develop and maintain a regular client communication cadence, including scheduled touchpoints
Operational Excellence
Prepare implementation plans and lead client onboarding to ensure a smooth transition and successful setup
Manage renewal process deadlines according to established roles and responsibilities
Assist clients with enrollments, billing, benefits administration, compliance, claims, and technical issues
Prepare and deliver effective client presentations via virtual platforms or in person, as needed
Maintain accurate documentation and follow up on client activity in a timely and organized manner
Strategic Contribution
Present annual renewal strategies and serve as renewal lead when assigned
Leverage technical tools and quantitative data to support client service and decision‑making
Provide input on new processes and workflows to improve efficiency and service delivery
Collaborate closely with internal associates, carriers, and vendors to deliver consistent, high‑quality service
Qualifications Required
Experience in employee benefits, insurance, or a client‑facing account management role
Strong communication and relationship‑management skills
Ability to manage multiple client accounts and priorities in a dynamic environment
High attention to detail with a strong customer service mindset
Preferred
Experience working with small group employee benefits clients
Familiarity with benefits administration, compliance processes, and carrier interactions
Comfort leveraging technology tools and data to support client service
Core Competencies
Detail orientation
Accountability and follow‑through
Collaborative mindset
Client‑first thinking
Compensation Salary range: $58,000 – $61,000 per year
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. Hybrid – 2 or fewer days in office.
Professional Development – Alera Group Academy
Role‑specific learning paths
Leadership development programs
Technical and compliance training
Industry certifications and continuing education support
Peer learning and knowledge‑sharing communities
Licensure & Certifications (If Applicable)
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.
Location Type Hybrid – 2 or fewer days in office
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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 an
Account Manager – Employee Benefits
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.
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 Collaborative Way
Responsibilities Client Partnership & Risk Strategy
Serve as the primary relationship owner for an assigned group of small group employee benefits clients
Build strong, trusted relationships by proactively understanding client needs and anticipating potential issues
Identify opportunities for growth within existing accounts and support client retention initiatives
Develop and maintain a regular client communication cadence, including scheduled touchpoints
Operational Excellence
Prepare implementation plans and lead client onboarding to ensure a smooth transition and successful setup
Manage renewal process deadlines according to established roles and responsibilities
Assist clients with enrollments, billing, benefits administration, compliance, claims, and technical issues
Prepare and deliver effective client presentations via virtual platforms or in person, as needed
Maintain accurate documentation and follow up on client activity in a timely and organized manner
Strategic Contribution
Present annual renewal strategies and serve as renewal lead when assigned
Leverage technical tools and quantitative data to support client service and decision‑making
Provide input on new processes and workflows to improve efficiency and service delivery
Collaborate closely with internal associates, carriers, and vendors to deliver consistent, high‑quality service
Qualifications Required
Experience in employee benefits, insurance, or a client‑facing account management role
Strong communication and relationship‑management skills
Ability to manage multiple client accounts and priorities in a dynamic environment
High attention to detail with a strong customer service mindset
Preferred
Experience working with small group employee benefits clients
Familiarity with benefits administration, compliance processes, and carrier interactions
Comfort leveraging technology tools and data to support client service
Core Competencies
Detail orientation
Accountability and follow‑through
Collaborative mindset
Client‑first thinking
Compensation Salary range: $58,000 – $61,000 per year
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. Hybrid – 2 or fewer days in office.
Professional Development – Alera Group Academy
Role‑specific learning paths
Leadership development programs
Technical and compliance training
Industry certifications and continuing education support
Peer learning and knowledge‑sharing communities
Licensure & Certifications (If Applicable)
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.
Location Type Hybrid – 2 or fewer days in office
#J-18808-Ljbffr