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Account Manager

Alera Group

New Richmond, Wisconsin

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JOB DETAILS
SKILLS
Analysis Skills, Brokerage, Communication Skills, Compensation and Benefits, Customer Relationship Management (CRM), Customer Retention/Renewal, Customer Service Management, Documentation, Financial Services, Health Insurance, Insurance Documentation, Mathematics, Problem Solving Skills, Regulatory Compliance, Sales Management, Team Player, Time Management
LOCATION
New Richmond, Wisconsin
POSTED
16 days ago
OVERVIEW

Alera Group is looking for an Employee Benefits Account Manager. We are seeking highly motivated colleagues who bring experience and enthusiasm to our team - joining us may be the perfect fit for you!

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, and Financal Services. With offices nationwide, our collaborative approach allows us to deliver national strength with local service

RESPONSIBILITIES

  • Serve as a trusted advisor to employer clients, building strong relationships, conducting employee meetings, educating on benefit plans and consumerism, and acting as a compliance resource on regulations impacting benefit programs
  • Manage client servicing and renewals end-to-end, ensuring timely outreach, accurate enrollment and carrier submissions, adherence to service timelines, and maintenance of complete, up-to-date records in the CRM
  • Collaborate with internal teams and carrier partners to deliver unified, high-quality service, maintain strong carrier relationships, and professionally represent the firm in client and community engagements
QUALIFICATIONS

  • Associate degree or equivalent work experience in financial services or a benefits related role
  • State Health and Accident insurance license, or willingness to obtain one
  • Strong analytical and problem-solving skills, including the ability to read and interpret plan documents, insurance certificates, and contracts; apply basic mathematical concepts; and navigate situations with limited standardization
  • Excellent communication and documentation skills, with the ability to clearly explain complex industry concepts to non-technical audiences and accurately document ongoing activities
ADDITIONAL INFORMATION

This job requires presence in the office on a hybrid schedule as agreed with the manager.

Alera Group offers comprehensive benefits to our colleagues, including medical, dental, life and disability insurance, 401k, generous paid time off and much more.

Salary range is $50K to 85K per year.

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

About the Company

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Alera Group