Hybrid Account Manager

OVERVIEW

Account Manager – Employee Benefits

Hybrid

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 Account Managerwho 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.

• 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

What You’ll Do / Your ImpactClient Partnership & Service Excellence

• Serve and grow an assigned book of employee benefits clients through exceptional service
• Educate clients on benefit coverages, plan details, and program features
• Maintain positive, professional relationships with clients and internal team members
• Provide outstanding support for claims, billing questions, and enrollment issues
• Complete account reviews as assigned or requested

• Support day‑to‑day servicing needs for the employee benefits book of business
• Handle renewals in partnership with Producers, including remarketing and renewal preparation
• Present renewal pricing and terms when appropriate
• Ensure accurate documentation and follow established workflows and procedures
• Utilize systems and tools to manage accounts efficiently and accurately

• Identify and generate additional revenue opportunities within the existing book of business
• Support account rounding, increased coverage, added policy features, and cross‑selling
• Assist Producers with new business and growth initiatives
• Contribute to a positive, high‑performance team environment aligned with company values

What You BringRequired

• Active Employee Benefits (Life & Health) insurance license
• 5+ years of experience working in employee benefits at an agency, preferably with key accounts
• Proficiency in Microsoft Office and Employee Navigator
• Strong organizational skills with excellent attention to detail
• Strong verbal and written communication skills
• Ability to manage multiple priorities in a fast‑paced environment

• Experience managing and retaining a sizable book of employee benefits business
• Experience supporting renewal presentations and account strategy discussions

• Efficient, enthusiastic, and persistent work style
• Strong listening and communication skills
• Detail‑oriented planning and follow‑through
• High standards for individual and team performance
• Quick learner who brings new ideas and fresh perspectives
• Flexible and adaptable in a high‑growth environment

Compensation:
Salary range: $70,000 – $90,000 per year
Eligible for performance-based bonus:
Yes

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

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.

You’ll have access to:

• Role-specific…