Account Manager, Employee Benefits
Dickerson Group, New York, NY, United States
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 an 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: Founded in 2017, Alera Group 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 & Advisory Support
Serve as the primary day‑to‑day contact for assigned employee benefits clients
Manage a portfolio of approximately 12–16 clients representing a growing book of business
Partner with Consultants to manage ongoing client relationships and maintain regular communication with client HR teams
Resolve day‑to‑day service issues with clients and vendor partners to ensure timely execution
Support proactive service planning aligned with the Client Lifecycle/Pathway process
Operational & Compliance Excellence
Execute and manage key client deliverables, ensuring accuracy and on‑time completion
Lead or support Request for Proposal (RFP) processes in partnership with Analysts
Review contracts, plan documents, Summary Plan Descriptions, and compliance materials for accuracy and timely distribution
Prepare and deliver compliance‑related materials to client HR teams
Triage requests across internal teams and external partners to ensure efficient project execution
Perform quality reviews on work completed by Analysts or other team members
Growth & Retention
Contribute to client presentations and renewal strategy discussions
Identify opportunities to improve service delivery, enhance the client experience, and support book‑of‑business growth
Stay current on employee benefits trends, legislation, products, technology, and market developments
Serve as a mentor and resource to Analysts, supporting technical development and team growth
Qualifications
What You Bring
Required
Bachelor’s degree in Business or a related field, or equivalent professional experience
2+ years of experience in a client‑facing account management or support role within employee benefits or insurance
For Senior Account Manager consideration: 4+ years of experience with deeper technical expertise and client ownership
Active State Life & Health insurance license
Strong technical knowledge of employee benefits and plan administration
Excellent communication and relationship‑management skills
Ability to manage multiple priorities in a deadline‑driven environment
Preferred
Experience supporting mid‑market or complex employee benefits clients
Strong understanding of compliance deliverables and benefits documentation
Experience mentoring or reviewing the work of junior team members
Exposure to fully insured, level‑funded, and self‑funded plans
Core Competencies
Detail orientation and quality focus
Accountability and follow‑through
Collaborative mindset
Client‑first thinking
Strong organizational and communication skills
Business acumen and problem‑solving capability
Additional Information
Compensation: Salary range: $80,000 – $110,000 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: 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 / 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.
Location Type
Hybrid - 2 or less days in office
#J-18808-Ljbffr
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 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: Founded in 2017, Alera Group 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 & Advisory Support
Serve as the primary day‑to‑day contact for assigned employee benefits clients
Manage a portfolio of approximately 12–16 clients representing a growing book of business
Partner with Consultants to manage ongoing client relationships and maintain regular communication with client HR teams
Resolve day‑to‑day service issues with clients and vendor partners to ensure timely execution
Support proactive service planning aligned with the Client Lifecycle/Pathway process
Operational & Compliance Excellence
Execute and manage key client deliverables, ensuring accuracy and on‑time completion
Lead or support Request for Proposal (RFP) processes in partnership with Analysts
Review contracts, plan documents, Summary Plan Descriptions, and compliance materials for accuracy and timely distribution
Prepare and deliver compliance‑related materials to client HR teams
Triage requests across internal teams and external partners to ensure efficient project execution
Perform quality reviews on work completed by Analysts or other team members
Growth & Retention
Contribute to client presentations and renewal strategy discussions
Identify opportunities to improve service delivery, enhance the client experience, and support book‑of‑business growth
Stay current on employee benefits trends, legislation, products, technology, and market developments
Serve as a mentor and resource to Analysts, supporting technical development and team growth
Qualifications
What You Bring
Required
Bachelor’s degree in Business or a related field, or equivalent professional experience
2+ years of experience in a client‑facing account management or support role within employee benefits or insurance
For Senior Account Manager consideration: 4+ years of experience with deeper technical expertise and client ownership
Active State Life & Health insurance license
Strong technical knowledge of employee benefits and plan administration
Excellent communication and relationship‑management skills
Ability to manage multiple priorities in a deadline‑driven environment
Preferred
Experience supporting mid‑market or complex employee benefits clients
Strong understanding of compliance deliverables and benefits documentation
Experience mentoring or reviewing the work of junior team members
Exposure to fully insured, level‑funded, and self‑funded plans
Core Competencies
Detail orientation and quality focus
Accountability and follow‑through
Collaborative mindset
Client‑first thinking
Strong organizational and communication skills
Business acumen and problem‑solving capability
Additional Information
Compensation: Salary range: $80,000 – $110,000 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: 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 / 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.
Location Type
Hybrid - 2 or less days in office
#J-18808-Ljbffr