Account Manager, Employee Benefits

OVERVIEW

Account Manager - Employee Benefits Hybrid | 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 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. About Alera Group 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

RESPONSIBILITIES

What You'll Do / Your Impact Client Partnership & Advisory Support Serve as the primary day‑to‑day contact for assigned employee benefits clients Manage a portfolio of approximately 12-16 clients representing a growing book of business Partner with Consultants to manage ongoing client relationships and maintain regular communication with client HR teams Resolve day‑to‑day service issues with clients and vendor partners to ensure timely execution Support proactive service planning aligned with the Client Lifecycle/Pathway process Operational & Compliance Excellence Execute and manage key client deliverables, ensuring accuracy and on‑time completion Lead or support Request for Proposal (RFP) processes in partnership with Analysts Review contracts, plan documents, Summary Plan Descriptions, and compliance materials for accuracy and timely distribution Prepare and deliver compliance‑related materials to client HR teams Triage requests across internal teams and external partners to ensure efficient project execution Perform quality reviews on work completed by Analysts or other team members Growth & Retention Contribute to client presentations and renewal strategy discussions Identify opportunities to improve service delivery, enhance the client experience, and support book‑of‑business growth Stay current on employee benefits trends, legislation, products, technology, and market developments Serve as a mentor and resource to Analysts, supporting technical development and team growth

QUALIFICATIONS

What You Bring Required Bachelor's degree in Business or a related field, or equivalent professional experience 2+ years of experience in a client‑facing account management or support role within employee benefits or insurance For Senior Account Manager consideration: 4+ years of experience with deeper technical expertise and client ownership Active State Life & Health insurance license Strong technical knowledge of employee benefits and plan administration Excellent communication and relationship‑management skills Ability to manage multiple priorities in a deadline‑driven environment Preferred Experience supporting mid‑market or complex employee benefits clients Strong understanding of compliance deliverables and benefits documentation Experience mentoring or reviewing the work of junior team members Exposure to fully insured, level‑funded, and self‑funded plans Core Competencies Detail orientation and quality focus Accountability and follow‑through Collaborative mindset Client‑first thinking Strong organizational and communication skills Business acumen and problem‑solving capability

ADDITIONAL INFORMATION

Compensation:

Salary range: $80,000 - $110,000 per year Eligible for performance-based bonus:

Yes Benefits:

Alera Group offers comprehensive benefits including medical, dental, vision, life and disability coverage, 401(k), generous PTO, and more.

Work Model:

This role is Hybrid Professional Development - Alera Group Academy At Alera Group, growth isn't left to chance. Through Alera Group Academy , we provide structured development opportunities designed to help you expand your expertise and build a meaningful career. You'll have access to: Role-specific learning paths Leadership development programs Technical and compliance training Industry certifications and continuing education support Peer learning and knowledge-sharing communities Whether you're deepening technical expertise or preparing for leadership, we're invested in helping you grow. Licensure & Certifications (If Applicable) This position may require: 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 We're an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status, or any other protected class. Alera Group is committed to protecting your privacy. Please review our Privacy Policy to understand what personal information we may collect and use as part of your application process. #LI-DP1 #LI-Hybrid Location Type Hybrid - 2 or less days in office

Qualifications:

What You Bring Required Bachelor s degree in Business or a related field, or equivalent professional experience 2+ years of experience in a client‑facing account management or support role within employee benefits or insurance For Senior Account Manager consideration: 4+ years of experience with deeper technical expertise and client ownership Active State Life & Health insurance license Strong technical knowledge of employee benefits and plan administration Excellent communication and relationship‑management skills Ability to manage multiple priorities in a deadline‑driven environment Preferred Experience supporting mid‑market or complex employee benefits clients Strong understanding of compliance deliverables and benefits documentation Experience mentoring or reviewing the work of junior team members Exposure to fully insured, level‑funded, and self‑funded plans Core Competencies Detail orientation and quality focus Accountability and follow‑through Collaborative mindset Client‑first thinking Strong organizational and communication skills Business acumen and problem‑solving capability