Best Practices, Brokerage, Business Support, Compensation and Benefits, Cross-Selling, Customer Relations, Customer Relationship Management (CRM), Customer Retention/Renewal, Customer Service Management, Customer Support/Service, Detail Oriented, Employee Benefits, Financial Services, Health Insurance, Human Resources, Industry/Trade Analysis, Insurance, Insurance Underwriting, Leadership, Life Insurance, Mentoring, Microsoft Excel, Microsoft Office, Microsoft Outlook, Microsoft PowerPoint, Microsoft Word, Multitasking, Negotiation Skills, Onboarding, Organizational Skills, Presentation/Verbal Skills, Property and Casualty Insurance, Record Keeping, Relationship Management, Sales Management, Sales Presentation, Service Delivery, Staff Training, Team Player, Writing Skills
OVERVIEW
Account Manager Employee Benefits
Location - Hybrid in Grand Rapids, MI
Alera Group is seeking an Account Manager to join our Employee Benefits team. This role is ideal for a client-focused professional who thrives in a collaborative environment and enjoys managing relationships, supporting renewal strategy, and delivering exceptional service to clients.
As a key member of the client team, you will partner closely with Account Executives and Team Leads to support both new and existing business while helping clients navigate their employee benefits programs with confidence.
About Alera Group
Founded in 2017, Alera Group has grown to become the 14th largest broker of U.S. business. We serve clients across Employee Benefits, Property & Casualty Insurance, and Financial Services. With offices nationwide, we combine national strength with local service through a deeply collaborative approach.
This role will focus on supporting and retaining clients by developing relations built on the highest degree of customer service and technical know-how, and by delivering proactive services.
Why Alera Group
- Make an Impact: Your work supports businesses and individuals in protecting what matters most.
- Grow With Us: We invest in development, mentorship, and long-term career growth.
- The Collaborative Way: We believe in accountability, teamwork, and shared success across all offices and lines of business.
- National Strength. Local Heart: Scale, resources, and expertise with relationships that feel personal.
RESPONSIBILITIES
What Youll Do / Your Impact
- Manage renewal and proposal processes for assigned clients
- Develop and maintain strong relationships with insurance carriers and underwriters
- Negotiate with carriers and service providers on behalf of clients
- Gather and prepare renewal data, applications, and supporting documentation
- Prepare materials for and participate in client meetings and presentations
- Conduct open enrollment meetings and employee education sessions as needed
- Assist clients with claims reporting, follow-up, and resolution support
- Review insurance policies, coverage details, and client exposures
- Handle day-to-day client service requests with accuracy and responsiveness
- Utilize internal systems including BenefitPoint and Employee Navigator to maintain client records and workflows
- Identify opportunities for cross-selling and additional client support services
- Assist in onboarding and training entry-level team members
- Stay current on industry trends, carrier updates, and employee benefits best practices
QUALIFICATIONS
What You Bring
- Minimum of 3 years of experience in Benefits Administration, Human Resources, or Employee Benefits account management
- Business-related degree preferred or equivalent professional experience
- Strong client service and relationship management skills
- Excellent verbal, written, and presentation skills
- Ability to manage multiple priorities in a fast-paced environment
- Strong attention to detail and organizational skills
- Proficiency in Microsoft Office Suite including Word, Excel, Outlook, and PowerPoint
- Experience with BenefitPoint, Employee Navigator, or similar systems preferred
- Ability to collaborate effectively across teams and departments
- Willingness to obtain and maintain a Michigan Life & Health Insurance License
ADDITIONAL INFORMATION
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 isnt left to chance. Through Alera Group Academy, we provide structured development opportunities designed to help you expand your expertise and build a meaningful career.
Youll 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 youre deepening technical expertise or preparing for leadership, were invested in helping you grow.
Licensure & Certifications
This position may require:
Active State Life & Health License or
Ability to obtain required licensure within 3 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.
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Location Type
Hybrid - 3 or more days in office - Office UKG Work location