Summary
Alera Group is a national insurance brokerage serving clients across Employee Benefits, Property & Casualty Insurance, and Financial Services. The Account Manager supports large, complex employer groups through renewals, claims coordination, policy analysis, benefit program execution, documentation, compliance, and service delivery. The role also contributes to client retention, risk mitigation, audits, reporting, and new business opportunities.
Responsibilities
- Support clients with renewals, claims coordination, policy analysis, and benefit program execution for large, complex employer groups
- Collaborate with carriers, vendors, and internal stakeholders to ensure accurate and timely service delivery
- Contribute to client retention and growth initiatives by supporting Account Executives and maintaining strong client relationships
- Maintain documentation in agency management systems and benefits administration platforms
- Ensure compliance with regulatory requirements and accuracy of benefit materials, contracts, and communications
- Support audits, reporting, and internal quality control processes to uphold Enterprise service standards
- Assist in identifying coverage gaps, plan enhancements, and risk mitigation strategies for large group clients
- Partner on new business opportunities, including RFP coordination, proposal development, and implementation support
Skills
- 1–3+ years of experience in employee benefits, health insurance, or related client service function
- Experience in client service, consulting support, or benefits administration
- Strong communication and relationship management skills
- Ability to manage multiple priorities in a fast-paced, dynamic environment
- Experience with benefits administration systems, carrier portals, and agency management tools
- Strong analytical and problem-solving capabilities
- Professional certifications such as CEBS or Life & Health License (or ability to obtain)
Qualifications
Must Haves
- 1–3+ years of experience in employee benefits, health insurance, or related client service function
- Experience in client service, consulting support, or benefits administration
- Strong communication and relationship management skills
- Ability to manage multiple priorities in a fast-paced, dynamic environment
Nice to Haves
- Experience with benefits administration systems, carrier portals, and agency management tools
- Strong analytical and problem-solving capabilities
- Professional certifications such as CEBS or Life & Health License (or ability to obtain)
Benefits
- Eligible for performance-based bonus
- Medical coverage
- Dental coverage
- Vision coverage
- Life coverage
- Disability coverage
- 401(k)
- Generous PTO
- Remote work arrangement
- Role-specific learning paths
- Leadership development programs
- Technical and compliance training
- Industry certifications and continuing education support
- Peer learning and knowledge-sharing communities