Account Manager – Small Group

Alera Group•Fort Collins, CO

3d•Hybrid

About The Position

At Alera Group, our Employee Benefits team helps employers design, implement, and support programs that care for people and strengthen organizations. We’re seeking a Account Manager - Small Group who will provide direct support in system setup and day-to-day service requests, ensuring a seamless client experience and operational accuracy. This position’s primary responsibility is to serve as the day-to-day expert on a book of business and the point of contact for clients while maintaining a high level of client and internal team satisfaction.

Requirements

Experience working in client service or employee benefits environment
Knowledge of medical dental vision and ancillary benefit programs
Strong communication and relationship management skills
Ability to manage multiple priorities in a dynamic environment
Active State Life & Health License OR Ability to obtain required licensure within 3 months of hire
Ongoing continuing education to maintain active status

Nice To Haves

Bachelor’s degree or equivalent relevant experience
Experience with agency management systems
Strong analytical and problem solving capability
Detail orientation
Accountability and follow through
Collaborative mindset
Client first thinking

Responsibilities

Support clients with coverage placement, renewals, claims coordination, policy analysis and day to day service needs
Collaborate with carriers, Producers and internal partners to deliver effective benefit solutions
Contribute to retention and growth initiatives through proactive and responsive client service
Maintain accurate documentation in agency management systems including policy information activities and correspondence
Ensure compliance with workflows internal policies and benefit program accuracy
Support audits reporting and renewal processes as needed
Assist in the RFP process including comparing carrier proposals and summarizing options for clients
Respond to client inquiries related to claims billing enrollment and benefit questions
Assist in identifying opportunities to enhance client benefit programs and improve service delivery
Partner with Producers and internal teams on onboarding new business and executing renewals
Remain current on carrier programs industry trends and regulatory changes