Client Success Specialist (Account Manager)

Alera Group•Waukesha, WI

11h•$80,000 - $90,000•Onsite

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! Alera Group was founded in 2017 and has grown to become the 14th largest broker of US business. We are passionate about our clients’ success in the areas of Employee Benefits, Property and Casualty Insurance, Retirement Plan Services, and Wealth Services. With a network of offices nationwide, our commitment to collaboration allows us to offer national resources combined with local service.

Requirements

Demonstrate professionalism and integrity by adhering to company and client values, meeting commitments, and performing all essential duties with honesty and accountability
Associate’s degree in Human Resources, Business Administration, or related field
2+ years of related experience (or equivalent combination); insurance agency, sales, and employee benefits experience preferred
Proficient in Microsoft Word, Excel, Outlook, and internet navigation; state insurance license required, with SHRM (CP/SCP), PHR, and CEBS certifications preferred

Nice To Haves

insurance agency, sales, and employee benefits experience
SHRM (CP/SCP), PHR, and CEBS certifications

Responsibilities

Manage client and carrier relationships by providing ongoing communication, resolving service and claims issues, delivering benefit education, and supporting premium and carrier matters
Lead implementation for new and existing accounts, including carrier RFPs, plan setup, presentations, compliance education, system configuration, and training HR teams on new benefit offerings
Partner closely with sales agents, Corporate Benefits Specialists, and internal teams to drive client satisfaction, retention, strategic planning, and identification of value‑added opportunities