Senior Account Manager

Alera Group•Norwell, MA

8d•Hybrid

About The Position

The Senior Account Manager – Employee Benefits manages a portfolio of key mid-market accounts and serves as the Client Team Lead and primary day-to-day contact for client HR teams. Working closely with the Consultant, the role executes client strategy, manages renewals and ongoing deliverables, resolves complex service needs, and builds relationships with clients, carriers, and vendor partners. The Senior Account Manager is also a technical resource and mentors other members of the client service team. This is a hybrid, local role with two or fewer days in the office. Alera Group describes its culture as collaborative and offers opportunities to develop expertise across clients and industries. Its professional development program, Alera Group Academy, provides role-specific learning paths, leadership development, technical and compliance training, industry certifications and continuing education support, and peer learning communities.

Requirements

Bachelor’s degree in business or a related field, or equivalent relevant experience.
At least 5 years of employee benefits experience, including client-facing account management or client service experience.
State Life & Health license required.
Strong technical knowledge of employee benefits and the renewal/RFP process.
Experience independently managing mid-market and/or complex client accounts.
Strong client relationship, communication, and problem-solving skills.
Ability to manage multiple priorities and deadlines with strong attention to detail.
Experience mentoring or providing guidance to less experienced team members.

Responsibilities

Lead day-to-day client management and service execution, independently resolving complex client, carrier, and vendor issues and ensuring client deliverables are completed on time.
Lead execution of the Client Lifecycle/Pathway process, planning for client needs and ensuring tasks and deliverables are completed accurately and on time.
Manage the Request for Proposal (RFP) and renewal process with Analysts and Consultants, evaluating options, preparing recommendations, and supporting client decision-making.
Prepare for and participate in client meetings and presentations as a knowledgeable client-facing resource alongside the Consultant.
Provide technical guidance on employee benefits, plan administration, carrier requirements, compliance, and benefit program considerations.
Review contracts, plan documents, Summary Plan Descriptions, and other governing documents for accuracy, and ensure materials are delivered to clients on time.
Prepare and deliver compliance-related materials to client HR teams and coordinate with internal resources as needed.
Coordinate with internal and external partners to execute client deliverables, implementations, renewals, and special projects.
Review and oversee work completed by Analysts and other team members to ensure accuracy and consistency before client delivery.
Mentor and support the development of Analysts and Account Managers by sharing technical knowledge, best practices, and client management guidance.