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 Senior 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 ImpactClient Partnership & Service Excellence
Manage and grow a designated book of large group employee benefits clients in partnership with Sales Executives and service teams
Provide strategic planning, proactive advice, and program analysis to support client objectives
Educate clients and present complex benefits concepts in a clear, accessible manner
Serve as a trusted advisor by building strong internal and external relationships
Operational & Compliance Excellence
Perform insurance policy, coverage, and exposure reviews to ensure accuracy and alignment with client needs
Stay current on industry trends, legislation, compliance requirements, products, and technology
Negotiate with carriers and service providers on behalf of clients
Ensure high standards of documentation, accuracy, and service delivery
Growth & Retention
Identify and develop cross-selling opportunities within existing client relationships
Strengthen client engagement through proactive service and relationship development
Mentor and train entry-level and junior service team members
Support a positive, collaborative team environment by leading through example
QUALIFICATIONS
What You BringRequired
Minimum of 5 years of experience in Employee Benefits within the independent brokerage space
Active Life, Health, and Accident insurance license
Strong proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint)
Excellent verbal, written, and presentation skills
Strong organizational and time-management abilities
High attention to detail with a self-motivated work style
Preferred
Experience supporting large group employee benefits clients
Prior experience mentoring or training junior team members
Core Competencies
Strategic thinking and problem-solving
Client advocacy and relationship management
Collaboration and teamwork
Accountability and follow-through
Technical benefits expertise
Leadership by example
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 Remote
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.