Senior Account Manager

OVERVIEW

Senior 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 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 Impact

Client Partnership & Risk Strategy

* Serve as the primary day‑to‑day contact and trusted advisor for a portfolio of mid‑to‑large, often self‑funded Employee Benefits clients

* Partner with Advisors and Producers to develop and execute a service and renewal strategy tailored to each client's goals, culture, and budget

* Lead and participate in client meetings, including stewardship reviews, renewal meetings, financial reviews, and strategic planning sessions

* Support clients in evaluating plan designs, funding arrangements, contribution strategies, and program options to help them make informed decisions

* Build and maintain strong relationships with clients, carriers, third‑party administrators, and internal colleagues

Operational Excellence

* Manage the full renewal lifecycle, including timelines, data collection, marketing strategy, and implementation of final decisions

* Coordinate RFP processes: gather required information, work with carriers and vendors, compile and compare proposals, and prepare clear, decision‑ready summaries

* Maintain accurate and complete client files, including policy information, plan documents, contracts, and correspondence, in the appropriate systems

* Assist with and oversee the resolution of client service issues, including eligibility questions, billing discrepancies, claims escalations, and enrollment challenges

* Support the creation and delivery of Open Enrollment and New Hire materials, presentations, and communications

* Ensure adherence to established workflows, quality standards, and compliance requirements

Strategic Contribution

* Analyze claims experience, utilization data, and renewal reports to identify trends, risks, and opportunities

* Provide insights and recommendations related to plan performance, cost drivers, and strategies to improve outcomes and control costs

* Collaborate with internal subject matter experts (e.g., clinical, compliance, underwriting, analytics) to bring proactive ideas and solutions to clients

* Identify opportunities to enhance the client relationship, including introducing additional services, tools, or products that add value

* Contribute to continuous improvement of internal processes, tools, and best practices for serving complex and self‑funded clients

QUALIFICATIONS

What You Bring

Required

* Several years of experience in Employee Benefits account management or a closely related role, preferably supporting complex or self‑funded plans

* Strong knowledge of group health and welfare benefits, including medical, dental, vision, life, disability, and related programs

* Proven ability to manage…