Employee Benefits Account Manager - Small Group

Alera Group•UNAVAILABLE, UNAVAILABLE

7d•Hybrid

About The Position

Alera Group is seeking an Employee Benefits Account Manager to manage a book of small-group clients across the Tri-State market, primarily New York, New Jersey, and Connecticut. The portfolio will mainly include fully insured groups, with some exposure to level-funded plans. The role provides day-to-day client service, renewal support, and ongoing benefits administration. The position is described as hybrid, with an expectation that the employee be local to a Tri-State office for onsite training and regular office travel as needed. Occasional travel may be required for office implementations, training, and collaboration with project teams.

Requirements

At least 2 years of Employee Benefits account management, client service, or related insurance experience.
Experience working with small-group Employee Benefits clients, preferably within an insurance brokerage or agency environment.
Experience with both fully insured and level-funded benefit plans.
Ability to manage a high-volume book of business with multiple clients, renewals, and competing deadlines.
Strong client service and relationship-management skills.
Strong organizational skills and attention to detail.
Ability to communicate effectively with clients, carriers, and internal partners.
Ability to learn and work across multiple state markets, particularly New York, New Jersey, and Connecticut.
Proficiency with Microsoft Office applications.
Active Life & Health Insurance License required.

Responsibilities

Manage a book of small-group Employee Benefits clients, primarily across New York, New Jersey, and Connecticut.
Serve as a primary client contact, providing responsive day-to-day service and building long-term relationships.
Manage client renewals from start to finish, including gathering information, coordinating with carriers, reviewing plan options, and supporting implementation.
Partner with carriers and internal teams to resolve eligibility, enrollment, billing, claims, and other service-related issues.
Support benefit plan changes, open enrollment, employee communications, and ongoing benefits administration.
Review benefit summaries, plan documents, renewal materials, and other client deliverables for accuracy.
Help clients understand benefit options and navigate carrier requirements.
Manage multiple client accounts, deadlines, and service needs while maintaining accuracy and responsiveness.
Work across state markets and carrier environments, adapting to differences in the New York, New Jersey, and Connecticut small-group markets.
Maintain accurate client and account information within agency management and benefits technology platforms.
Collaborate with producers, account team members, carrier partners, and other internal resources to support client retention and satisfaction.