Account Manager

Alera Group • Tacoma, WA

5d • Hybrid

About The Position

At Alera Group, our Employee Benefits team helps organizations attract, retain, and engage their workforce through thoughtful, compliant, and competitive benefits strategies. We’re seeking an Account Manager who will contribute to delivering proactive service, strategic guidance, and an exceptional client experience. 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 will focus on client support, strategy, operations, sales, consulting, analytics, etc. and will partner with internal teams, client stakeholders, leadership, etc. to deliver desired impact/outcome.

Requirements

• Strong customer service and relationship management skills
• Excellent verbal and written communication skills
• Strong organizational and time management abilities
• Ability to manage multiple priorities in a fast-paced environment
• Strong attention to detail and commitment to accuracy
• Knowledge of employee benefit products and carrier processes
• Proficiency with Microsoft Outlook, Excel, Word, and PowerPoint
• Ability to work independently while collaborating effectively within a team environment
• Active Life and Health License or ability to obtain within the required timeframe

Nice To Haves

• Bachelor's degree or equivalent combination of education and experience
• Three or more years of employee benefits account management experience
• Insurance brokerage experience
• Experience supporting small employer groups
• Experience with agency management systems

Responsibilities

• Serve as the primary day-to-day contact for assigned small business clients
• Build trusted relationships with clients, carrier partners, and vendors
• Respond to client inquiries related to eligibility, enrollment, billing, claims, COBRA, and benefit administration
• Coordinate and participate in client meetings, renewal discussions, and open enrollment activities
• Deliver a proactive and responsive service experience that supports long-term client satisfaction
• Collaborate with consultants, producers, and internal teams to provide effective client solutions
• Manage annual renewals for assigned accounts
• Gather and organize census data and renewal information
• Review carrier renewal proposals and prepare client-facing materials
• Support plan comparisons, contribution modeling, and employee communications
• Facilitate new plan implementations and carrier transitions
• Coordinate benefit guides, enrollment materials, and open enrollment resources
• Maintain accurate client records and documentation within agency management systems
• Track service deliverables and manage multiple deadlines throughout the year
• Assist clients with compliance-related questions and required notices
• Support adherence to applicable benefits regulations and internal processes
• Contribute to client retention through exceptional service and relationship management
• Help identify opportunities to strengthen client programs and overall service delivery
• Coordinate issue resolution with carriers and vendors
• Participate in department initiatives, training programs, and special projects
• Share best practices and support continuous process improvement
• Foster a culture of collaboration, accountability, and professional growth

Benefits

• medical
• dental
• vision
• life and disability coverage
• 401(k)
• generous PTO

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree