Account Manager, Employee Benefits

Alera Group•New York, NY

4h•$80,000 - $110,000•Hybrid

About The Position

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

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
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

Nice To Haves

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

Responsibilities

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
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
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