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Account Manager

Alera Group

Bozeman, Montana

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JOB DETAILS
SKILLS
Analysis Skills, Brokerage, Business Administration, COBRA (Consolidated Omnibus Budget Reconciliation Act of 1985), Communication Skills, Compensation and Benefits, Competitive Analysis/Strategy, Corporate Policies, Cost Control, Customer Experience, Customer Relations, Customer Relationship Management (CRM), Customer Support/Service, Detail Oriented, Develop and Maintain Customers, Documentation, ERISA (Employee Retirement Income Security Act of 1974), Employee Benefits, Follow Through, Funding, HIPAA (Health Insurance Portability and Accountability Act), Health Insurance, Human Resources, Insurance, Leadership, Life Insurance, Maintain Compliance, Management Consulting, Marketing, Mentoring, Multitasking, Organizational Skills, PHR (Professional in Human Resources), Problem Solving Skills, Regulatory Compliance, Regulatory Requirements, Retention Programs, Sales Management, Service Delivery, Society for Human Resource Management (SHRM), Stewardship, Team Player, Time Management
LOCATION
Bozeman, Montana
POSTED
1 day ago
OVERVIEW

Account Executive - Employee Benefits
On-site | Bozeman, MT

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 Executive 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 ImpactClient Partnership & Risk Strategy
  • Serve as the primary relationship owner and senior escalation point for assigned employee benefits clients
  • Develop and execute client service strategies, including communication plans and annual stewardship processes
  • Guide clients through the full benefits lifecycle, including implementation, renewal, and ongoing administration
  • Provide consultative guidance on plan design, funding strategies, compliance, and cost-containment solutions
  • Build and maintain strong relationships with client leadership, HR teams, carriers, and vendor partners
Operational Excellence
  • Oversee day-to-day service delivery performed by account support teams, ensuring accuracy, timeliness, and quality
  • Review and approve marketing submissions, proposals, and client deliverables to ensure alignment with client objectives and organizational standards
  • Monitor compliance with applicable regulations, including ACA, ERISA, HIPAA, and COBRA
  • Maintain accurate client documentation and records in accordance with company policies and procedures
  • Respond to client, internal, and vendor inquiries in a timely and professional manner
Strategic Contribution
  • Lead and facilitate client meetings, including renewal presentations and annual stewardship reviews
  • Identify opportunities to enhance client programs, improve service delivery, and strengthen long-term relationships
  • Support retention and growth initiatives by delivering consistent, high-touch service
  • Provide mentorship, guidance, and workflow oversight to junior team members to support development and team effectiveness

QUALIFICATIONS

What You BringRequired
  • Active State Life & Health insurance license
  • Minimum of 3 years of experience in employee benefits account management or consulting
  • Demonstrated experience managing complex client relationships and delivering strategic service solutions
  • Strong knowledge of employee benefits programs, funding arrangements, and regulatory requirements
  • Excellent communication, presentation, and relationship-management skills
  • Strong analytical, organizational, and problem-solving capabilities
  • Ability to manage multiple priorities in a dynamic, client-focused environment
Preferred
  • Associate's or Bachelor's degree in Human Resources, Business Administration, or a related field
  • Insurance agency or brokerage experience
  • Professional certifications such as CEBS, PHR, SHRM-CP, or SHRM-SCP
Core Competencies
  • Detail orientation
  • Accountability and follow-through

About the Company

A

Alera Group

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