Employee Benefits Account Manager

Alera Group•New York, NY

9h•Hybrid

About The Position

Working within the Client Service function, the Employee Benefits Account Manager is responsible for the retention, growth, and profitability of a portfolio of key mid-market accounts, including Client Team Lead responsibilities for those accounts. The role builds and maintains strong client and carrier relationships, supports Employee Benefits initiatives in partnership with Consultants, and manages day-to-day relationships with client HR functions. Performance is measured by execution of the Client Lifecycle/Pathway process and book-of-business growth, including client retention. The position supports clients by ensuring benefits programs are administered accurately, aligned with strategic objectives, and compliant with regulatory requirements. The Account Manager partners with internal teams and client contacts to deliver seamless execution, creative solutions, and a strong client experience. The role is hybrid, with two or fewer days in the office.

Requirements

At least 3 years of experience in a client-facing account manager role.
Active Life & Health License.
Strong knowledge of employee benefits and insurance programs.
Excellent communication, organization, and relationship-building skills.
Proficiency in Microsoft Office applications.

Nice To Haves

Experience supporting mid-market clients.
Experience with RFPs, renewals, compliance deliverables, and carrier negotiations.
Previous mentoring or leadership experience.

Responsibilities

Resolve day-to-day service issues with clients and vendor partners and drive tactical execution of client lifecycle deliverables in support of the Consultant function (30%).
Contribute to execution of the Client Lifecycle/Pathway process, provide proactive planning, and ensure tasks and deliverables are completed on time (25%).
Prepare and manage the Request for Proposal (RFP) process with Analyst support (10%).
Contribute to client presentations in support of the Consultant function (5%).
Prepare and deliver compliance deliverables to client HR functions (5%).
Review contracts, plan documents, Summary Plan Descriptions, and other governing documents for accuracy, and ensure materials are sent to clients on time (5%).
Triage requests between internal and external parties for execution of client deliverables and projects (5%).
Perform quality reviews of work completed by other team members (5%).
Remain current on industry trends, competition and new product development, legislation, coverages, and technology (5%).
Mentor Analysts and support their development (5%).