Senior Account Manager

Senior 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 Senior 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.

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
Client Partnership & Risk Strategy

Serve as the primary day‑to‑day contact and trusted advisor for a portfolio of mid‑to‑large, often self‑funded Employee Benefits clients

Partner with Advisors and Producers to develop and execute a service and renewal strategy tailored to each client’s goals, culture, and budget

Lead and participate in client meetings, including stewardship reviews, renewal meetings, financial reviews, and strategic planning sessions

Support clients in evaluating plan designs, funding arrangements, contribution strategies, and program options to help them make informed decisions

Build and maintain strong relationships with clients, carriers, third‑party administrators, and internal colleagues

Operational Excellence

Manage the full renewal lifecycle, including timelines, data collection, marketing strategy, and implementation of final decisions

Coordinate RFP processes: gather required information, work with carriers and vendors, compile and compare proposals, and prepare clear, decision‑ready summaries

Maintain accurate and complete client files, including policy information, plan documents, contracts, and correspondence, in the appropriate systems

Assist with and oversee the resolution of client service issues, including eligibility questions, billing discrepancies, claims escalations, and enrollment challenges

Support the creation and delivery of Open Enrollment and New Hire materials, presentations, and communications

Ensure adherence to established workflows, quality standards, and compliance requirements

Strategic Contribution

Analyze claims experience, utilization data, and renewal reports to identify trends, risks, and opportunities

Provide insights and recommendations related to plan performance, cost drivers, and strategies to improve outcomes and control costs

Collaborate with internal subject matter experts (e.g., clinical, compliance, underwriting, analytics) to bring proactive ideas and solutions to clients

Identify opportunities to enhance the client relationship, including introducing additional services, tools, or products that add value

Contribute to continuous improvement of internal processes, tools, and best practices for serving complex and self‑funded clients

Qualifications
Required

Several years of experience in Employee Benefits account management or a closely related role, preferably supporting complex or self‑funded plans

Strong knowledge of group health and welfare benefits, including medical, dental, vision, life, disability, and related programs

Proven ability to manage multiple client relationships, prioritize competing deadlines, and follow through on commitments

Strong communication and presentation skills, with the ability to explain complex concepts in a clear, client‑friendly way

High level of organization, accuracy, and attention to detail when managing data, documentation, and client deliverables

Proficiency in Microsoft Excel, PowerPoint, Word, and Outlook

Preferred

Experience working with self‑funded arrangements, stop‑loss, and advanced funding or cost‑containment strategies

Familiarity with benefits administration platforms, HRIS systems, or agency/CRM technology

Professional designations such as CEBS, GBA, PHR, SHRM‑CP, or similar (or willingness to pursue)

Core Competencies

Detail orientation and a commitment to high‑quality work

Accountability and reliable follow‑through

Collaborative, team‑oriented mindset

Client‑first thinking and strong service orientation

Analytical and problem‑solving skills

Ability to manage multiple priorities in a dynamic environment

Strong interpersonal and relationship‑building skills

Compensation
Salary range: $95,000 – $115,000 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
This role is Hybrid.

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

Location
Hybrid – 2 or less days in office.

Equal Employment Opportunity
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.

#J-18808-Ljbffr