Account Manager - Group

Employee Benefits Account Manager - Small Group

Join to apply for the Employee Benefits Account Manager - Small Group role at Alera Group, Inc.

Alera Group is looking for a Small Group Account Manager on our Employee Benefits team. We are seeking highly motivated colleagues who bring experience and enthusiasm to our team—joining us may be the perfect fit for you! This position could be located hybrid out of our Chicago, Downer's Grove, Deerfield or Denver area offices. Prior experience in Employee Benefits is required;

knowledge in Small Group ACA is highly preferred.

Alera Group was founded in 2017 and has grown to become the 15th largest broker of U.S. business. We are passionate about our clients’ success in Employee Benefits, Property & Casualty Insurance, Retirement Plan Services, and Wealth Services. With a national network, our commitment to collaboration allows us to offer national resources combined with local service.

• The Small Group Account Manager coordinates the services of employee benefits for clients and works collaboratively with internal and external teams to ensure a best-in-class experience.
• Serve as the primary point of contact for the clients' ongoing service delivery through coordination with all internal and external resources supporting the client.
• Build personalized client relationships through demonstrated ownership of the service plan and multiple communication channels, such as phone, email, and in-person meetings.
• Create proposals summarizing programs and options, service plans, and other deliverables designed to support clients in making decisions about insurance programs.
• Analyze risk and coverage program structure and recommend options; execute coverage and program changes.
• Evaluate coverage, terms and conditions of quotes received and present coverage comparisons to producer as requested, and participate in client presentations as appropriate.
• May lead open enrollment meetings to present coverages and benefits to clients' workforce.
• Collaborate with the service team to manage and oversee new business and renewal processes by following workflow procedures and best practices.
• Create submissions for underwriters by engaging with clients on their exposures, coverages, and program needs, assembling into submission packages following best practices.
• Communicate with underwriters on submissions and negotiate premium, coverage, and other terms on behalf of clients.
• Ensure accurate maintenance of complete client files, including clear documentation of account detail in agency management systems, policy information, activities, attachments, and correspondence.
• Develop and maintain positive working relationships with insurance carriers, attend meetings and events as appropriate, and proactively learn about their products and underwriting approaches.
• Advocate for each unique client.
• Oversee the accuracy and display of information in client portals; consult with and enact client decisions regarding access to portal by their staff.
• Work with internal departments and teams to ensure cohesiveness and timeliness of service execution, and create reports of service plan execution.
• Take an enterprise-wide approach to client service by collaborating with other service teams to create a cohesive client service experience.
• Remain current on forms, coverage insurance carriers, industry trends and legislation.

• Undergraduate college degree preferred or equivalent work experience.
• Life and Health Insurance State License – required.
• Minimum 2 years of insurance carrier, benefits administration, and/or insurance brokerage experience (preferred).
• Intermediate to advanced knowledge of HMO, PPO, HDHP for health plans;
  Wellness programs, dental, life, short- and long-term disability;
  Regulatory environment of employee benefit plans.
• Ability to establish priorities, work independently, and proceed with objectives with little or no supervision.
• Computer skills with proficiency in Word, Excel and PowerPoint, including strong proficiency in creating and verifying financial spreadsheets.
• Strong relationship management skills and excellent customer service skills.
• Highest integrity…