Senior Account Manager

Alera Group•Deerfield, IL

16d•Hybrid

About The Position

At Alera Group, our Employee Benefits teams help organizations attract, retain, and engage their workforce through creative, compliant, and competitive benefits strategies. We’re seeking a Senior Account Manager who will make a meaningful impact by delivering proactive client service, thoughtful benefits strategy, and a high-touch experience for both clients and employees. Alera Group was founded in 2017 and has grown to become the 14th largest broker of U.S. business. We are passionate about our clients’ success in the areas of Employee Benefits, Property and Casualty Insurance, and Financial Services. With a network of offices nationwide, our commitment to collaboration allows us to offer national resources combined with local service. This role supports clients by ensuring benefits programs are administered accurately, aligned with strategic objectives, and compliant with all regulatory requirements. You’ll partner with internal teams and client contacts to deliver seamless execution, creative solutions, and a superior client experience. Why Alera Group Meaningful Impact: Help clients and employees navigate benefits programs that drive retention, engagement, and satisfaction Growth & Learning: Opportunities to deepen your expertise and gain exposure to a variety of clients and industries Collaborative Culture: Work in a team-oriented environment that values accountability, partnership, and the principles of The Collaborative Way

Requirements

Several years of experience in Employee Benefits account management or a closely related role, preferably supporting complex or self‑funded plans
Strong knowledge of group health and welfare benefits, including medical, dental, vision, life, disability, and related programs
Proven ability to manage multiple client relationships, prioritize competing deadlines, and follow through on commitments
Strong communication and presentation skills, with the ability to explain complex concepts in a clear, client‑friendly way
High level of organization, accuracy, and attention to detail when managing data, documentation, and client deliverables
Proficiency in Microsoft Excel, PowerPoint, Word, and Outlook

Nice To Haves

Experience working with self‑funded arrangements, stop‑loss, and advanced funding or cost‑containment strategies
Familiarity with benefits administration platforms, HRIS systems, or agency/CRM technology
Professional designations such as CEBS, GBA, PHR, SHRM‑CP, or similar (or willingness to pursue)
Detail orientation and a commitment to high‑quality work
Accountability and reliable follow‑through
Collaborative, team‑oriented mindset
Client‑first thinking and strong service orientation
Analytical and problem‑solving skills
Ability to manage multiple priorities in a dynamic environment
Strong interpersonal and relationship‑building skills
Active [State Life & Health License / Property & Casualty License / Series 6/7/65/66 / etc.]
Ability to obtain required licensure within [X] months of hire
Ongoing continuing education to maintain active status

Responsibilities

Serve as the primary day‑to‑day contact and trusted advisor for a portfolio of mid‑to‑large, often self‑funded Employee Benefits clients
Partner with Advisors and Producers to develop and execute a service and renewal strategy tailored to each client’s goals, culture, and budget
Lead and participate in client meetings, including stewardship reviews, renewal meetings, financial reviews, and strategic planning sessions
Support clients in evaluating plan designs, funding arrangements, contribution strategies, and program options to help them make informed decisions
Build and maintain strong relationships with clients, carriers, third‑party administrators, and internal colleagues
Manage the full renewal lifecycle, including timelines, data collection, marketing strategy, and implementation of final decisions
Coordinate RFP processes: gather required information, work with carriers and vendors, compile and compare proposals, and prepare clear, decision‑ready summaries
Maintain accurate and complete client files, including policy information, plan documents, contracts, and correspondence, in the appropriate systems
Assist with and oversee the resolution of client service issues, including eligibility questions, billing discrepancies, claims escalations, and enrollment challenges
Support the creation and delivery of Open Enrollment and New Hire materials, presentations, and communications
Ensure adherence to established workflows, quality standards, and compliance requirements
Analyze claims experience, utilization data, and renewal reports to identify trends, risks, and opportunities
Provide insights and recommendations related to plan performance, cost drivers, and strategies to improve outcomes and control costs
Collaborate with internal subject matter experts (e.g., clinical, compliance, underwriting, analytics) to bring proactive ideas and solutions to clients
Identify opportunities to enhance the client relationship, including introducing additional services, tools, or products that add value
Contribute to continuous improvement of internal processes, tools, and best practices for serving complex and self‑funded clients