Account Manager

OVERVIEW

Alera Group is looking for a 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!

Alera Group was founded in 2017 and has grown to become the 14th largest broker of US business. We are passionate about our clients’ success in the areas of Employee Benefits, Property and Casualty Insurance, Retirement Plan Services, and Wealth Services. With a network of offices nationwide, our commitment to collaboration allows us to offer national resources combined with local service.

• Manage day-to-day client service and onboarding activities
• Support renewal, RFP, and plan comparison processes
• Maintain complete and accurate client files in CRM systems
• Coordinate Open Enrollment meetings and employee communications
• Collaborate with internal teams to ensure seamless client service delivery
• Respond to client inquiries related to claims, billing, and eligibility
• Ensure compliance documentation accuracy and adherence to internal processes

• Life & Health Insurance License (or obtained within 90 days)
• 2+ years of experience in employee benefits or insurance services
• Proficiency in Microsoft Office Suite, especially Excel and Word
• Strong organizational, communication, and customer service skills

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 is $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.

Hybrid