Sr. Account Manager - WA

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. Account Manager - WA , you'll play an important role in delivering exceptional client service, building trusted relationships, and helping clients navigate the complexities of employee benefits.

OVERVIEW

Sr. Account Manager - WAAbout 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 Sr. Account Manager - WA, 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 advisor for assigned employee benefits clients, including large and complex accounts
• Lead client service delivery, renewal strategy execution, open enrollment planning, and ongoing account management
• Analyze employee benefits programs, funding arrangements, claims experience, and market alternatives to develop strategic recommendations
• Manage carrier and vendor relationships, including negotiations, renewals, and issue resolution
• Prepare and deliver client presentations, renewal communications, and strategic recommendations
• Collaborate with producers, client executives, compliance, analytics, and other subject matter experts to execute client strategies
• Provide guidance, quality review, and informal mentorship to Client Managers and other service team members
• Identify opportunities to strengthen client relationships, support retention efforts, and expand services where appropriate

QUALIFICATIONS

Required Qualifications

• 5+ years of experience in employee benefits, client service, account management, benefits consulting, brokerage operations, or a related field
• Strong communication, organizational, analytical, and relationship-building skills
• Ability to manage multiple priorities while delivering exceptional client service
• Demonstrated experience managing complex employee benefits accounts and renewal strategies
• Proficiency with Microsoft Office and agency management systems
• Demonstrated ability to build strong relationships with clients, carriers, vendors, and internal stakeholders
• Experience analyzing benefit plans, funding arrangements, and market alternatives to develop strategic recommendations

Licensure:

• Active Life & Health Insurance License

Preferred Qualifications

• Bachelor's degree preferred or equivalent combination of education and experience
• Experience working in an independent insurance agency, brokerage, or consulting environment
• Experience with Applied Epic or other Agency Management Systems
• Professional designations such as CEBS, GBA, RHU, REBC, or similar
• Experience supporting middle market, large market, or enterprise employee benefits clients
• Experience mentoring or providing guidance to Client Managers or other service team members

Compensation

• Salary Range: $85,000-$120,000 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

• Hybrid: This role follows a hybrid work arrangement, combining in-office and remote work based on business needs and manager expectations.

Travel Requirements: Occasional travel may be required to support office implementations, tr