Account Manager

We combine the strength of a national organization with the personalized service of local experts to help clients succeed across Employee Benefits, Property & Casualty Insurance, Retirement Plan Services, Wealth Services, and Human Capital Solutions. As a Account Manager , you'll play an important role in delivering exceptional client service, building trusted relationships, and helping clients navigate the complexities of employee benefits.

OVERVIEW

Account Manager

Location: Hybrid, Mechanicsburg or Lancaster, PA
About Alera Group
Founded in 2017, Alera Group is one of the nation's leading independent insurance and financial services firms. We combine the strength of a national organization with the personalized service of local experts to help clients succeed across Employee Benefits, Property & Casualty Insurance, Retirement Plan Services, Wealth Services, and Human Capital Solutions.
Why Join Alera Group?

• Collaborate with purpose - Work alongside colleagues who believe the best results come from strong partnerships, shared expertise, and supporting one another.
• Build your career - Expand your expertise through meaningful work, continuous learning, and opportunities to grow across a national organization.
• Make an impact - Help clients navigate complex challenges while contributing to solutions that make a difference for their businesses, employees, and communities.

The Opportunity
At Alera Group, our Employee Benefits team helps organizations attract, retain, and support their employees through innovative benefits solutions. As a Account Manager, you'll play an important role in delivering exceptional client service, building trusted relationships, and helping clients navigate the complexities of employee benefits.

RESPONSIBILITIES

• Serve as the primary day-to-day contact for clients, providing responsive service and support
• Troubleshoot and resolve eligibility, billing, and claims issues while partnering with carriers and vendors to drive successful outcomes
• Support compliance-related activities including plan documentation, filings, testing requirements, and benefits administration processes
• Review benefit-related communications, contracts, and plan materials to ensure accuracy and consistency
• Assist with open enrollment preparation, employee communications, carrier updates, and vendor implementation activities
• Coordinate renewal deliverables and ensure benefit plan changes are implemented accurately and efficiently
• Collaborate closely with Executive Consultants and Account Executives to support client strategy and successful service execution
• Partner with internal teams to coordinate resources, manage priorities, and ensure a seamless client experience

QUALIFICATIONS

Required Qualifications

• Experience in employee benefits, insurance brokerage, benefits administration, account management, or a related field
• Strong customer service, communication, and relationship management skills
• Demonstrated ability to troubleshoot issues, solve problems, and manage competing priorities
• High level of attention to detail and organizational skills
• Ability to work effectively both independently and within a collaborative team environment
• Proficiency with Microsoft Office applications and business technology platforms
• Ability to manage multiple deadlines while maintaining accuracy and quality

Preferred Qualifications

• Experience supporting employee benefits clients and benefit plan administration
• Working knowledge of compliance requirements, COBRA administration, plan documentation, and regulatory filings
• Experience coordinating open enrollment activities, renewals, and employee communications
• Knowledge of carrier operations, benefits platforms, and vendor management processes
• Experience working within an insurance brokerage, consulting firm, or employee benefits environment
• Life & Health Insurance License or the ability to obtain one

Compensation

• Salary Range: $60,0000- 70,000 annually

Benefits
Eligible colleagues enjoy a comprehensive benefits package including:

• Medical, dental, and vision insurance
• Life and disability coverage
• 401(k)
• Generous paid time off
• Professional development and career growth opportunities

ADDITIONAL INFORMATION

Work Arrangement
This position is Hybrid

• Remote: This role is primarily remote.
• Hybrid: This role follows a hybrid work arrangement, combining in-office and remote work based on business needs and manager expectations.
• In-Office: This role requires regular on-site attendance at the designated office location.

Travel Requirements: Occasional travel may be required to support office implementat