Account Manager

Alera Group•Dallas, TX

11d•Hybrid

About The Position

Account Manager – Employee Benefits Hypbrid | Preference for candidates local to Dallas, Texas. 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 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 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. 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

Requirements

Life and Health insurance license
Experience in employee benefits insurance brokerage carrier or benefits administration environment
Strong communication and relationship management skills
Ability to manage multiple priorities in a fast paced environment
Strong organizational skills attention to detail and ability to meet deadlines
Proficiency in Microsoft Word Excel and PowerPoint
Active State Life & Health License - Texas
Ability to obtain required licensure within 6 months of hire
Ongoing continuing education to maintain active status

Nice To Haves

Undergraduate degree or equivalent experience
Professional certifications such as CEBS PHR CLU GBA or CBP
Knowledge of health plans including HMO PPO CDHP and ancillary benefits
Understanding of regulatory requirements related to employee benefit programs

Responsibilities

Serve as a primary client contact supporting ongoing account management and issue resolution
Work with carriers vendors and external partners to resolve claims and benefit related issues
Provide guidance on benefit programs plans enrollment rules and eligibility
Conduct employee education meetings webinars and communication sessions
Build strong internal and external client relationships
Contribute to retention and growth initiatives
Follow client service workflows and service calendar timelines
Support new group implementation and coordinate vendor setup across medical dental vision life disability and other programs
Monitor ongoing administration including funding contributions eligibility and compliance with applicable regulations
Manage audits filings and compliance related initiatives
Maintain accuracy of data across carrier portals EDI feeds and internal platforms
Coordinate and plan annual open enrollment processes
Review and interpret benefit documents contracts and communications materials
Identify opportunities to enhance communication systems and improve client understanding of benefit programs
Assist in development of service team members through collaboration and knowledge sharing
Stay current on industry trends products legislation and carrier updates
Support process improvements and overall service delivery enhancements