Account Manager

Alera Group•New Richmond, WI

34d•$50,000 - $85,000•Hybrid

About The Position

Alera Group is looking for an Employee Benefits Account Manager. We are seeking highly motivated colleagues who bring experience and enthusiasm to our team – joining us may be the perfect fit for you! Founded in 2017, Alera Group has grown to become the 14th largest broker of U.S. business. We are passionate about our clients’ success in Employee Benefits, Property & Casualty Insurance, and Financal Services. With offices nationwide, our collaborative approach allows us to deliver national strength with local service

Requirements

Associate degree or equivalent work experience in financial services or a benefits related role
State Health and Accident insurance license, or willingness to obtain one
Strong analytical and problem-solving skills, including the ability to read and interpret plan documents, insurance certificates, and contracts; apply basic mathematical concepts; and navigate situations with limited standardization
Excellent communication and documentation skills, with the ability to clearly explain complex industry concepts to non-technical audiences and accurately document ongoing activities

Responsibilities

Serve as a trusted advisor to employer clients, building strong relationships, conducting employee meetings, educating on benefit plans and consumerism, and acting as a compliance resource on regulations impacting benefit programs
Manage client servicing and renewals end-to-end, ensuring timely outreach, accurate enrollment and carrier submissions, adherence to service timelines, and maintenance of complete, up-to-date records in the CRM
Collaborate with internal teams and carrier partners to deliver unified, high-quality service, maintain strong carrier relationships, and professionally represent the firm in client and community engagements