Senior Client Manager

Alera Group•Scottsdale, AZ

3d•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 an Employee Benefits Senior Client 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. Founded in 2017, Alera Group has grown to become the 14th largest broker of U.S. business. We are passionate about our clients’ success in Employee Benefits, Property & Casualty Insurance, Retirement Plan Services, and Wealth Services. With offices nationwide, our collaborative approach allows us to deliver national strength with local service. The Senior Client Manager performs a variety of client management activities related to the day-to-day management of BCG’s larger and/or more complex Group Benefit clients. This position works closely with BCG Benefit Consultants to develop and implement overall benefit strategy and recommendations. In addition, this position must have a good understanding of Large Group products and benefits, Self-Funded, Fully Insured and Level Funded concepts, ACA, COBRA, HIPAA laws and other State and Federal regulations. This position must demonstrate good judgment and be able to address all types of customer service issues with decisiveness. 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

3 to 5 years of account management (employee benefits) experience with mid to large size clients (100+)in a broker office or employee benefit consulting firm.
Customer Service or Call Center experience.
Working knowledge of medical terminology, group medical insurance terminology, and regulatory requirements/restrictions.
Experience with self-funded and/or fully insured large and small group plans.
Ability to read and interpret contract documents and the ability to write routine reports and correspondence.
Excellent oral and written communication skills as well as strong organizational and customer service skills.
Excellent time management, organization and multi-tasking skills with the ability to focus on details.
PC and MS Office application skills along with mathematical aptitude.
License in Health and Life insurance

Nice To Haves

Bachelor’s degree in business or related field preferred

Responsibilities

Facilitates renewal discussions and negotiations with the insurance carriers.
Responsible for effectively managing calendar of client activities and independently coordinating information in preparation for renewals.
Facilitates regular meetings including the mid-year and renewal meeting, as well as Wellness strategy.
Develop relationships with key client contacts (such as HR leaders and C-suite).
Grow block of business with new clients and new lines of coverages.
Carrier and client interface to solve all aspects of assigned client service responsibilities to include requests for proposals (RFP), benefit clarification, benefit design, enrollment procedures, renewal processes and general client service follow-up for medical, pharmacy, dental, vision, FSA and Cobra.
Serve as primary relationship manager for the Sr. Client Manager’s assigned clients. This includes educating clients on our services, setting expectations, accepting feedback, project managing special needs or requests, becoming the resident expert on the clients benefit plans and eligibility rules, researching and responding to questions and issues that come up promptly and accurately.
Coordinate resources (subject matter experts) into meetings as needed to facilitate client service delivery.
Independently manage and coordinate client annual renewal process to ensure that client deliverables are met and all steps are carried out timely.
Act as the liaison between all carriers and vendors to coordinate and implement changes, renewals, and new client business.
Performs all duties related to establishing the set-up of new groups and renewal of existing groups.
Perform on-site enrollment meetings at the client’s location.
Ability to interpret various contracts including excess loss contracts, administrative agreements, trusts documents, plan documents, certificates, and related documents with assistance from a senior level member of the Client Services team.
Participate in prospect meetings with the Benefit Consultant.
Travel to client meetings/events.
Other Duties as assigned.