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Associate Account Manager

Job in New Richmond, St. Croix County, Wisconsin, 54017, USA
Listing for: Alera Group, Inc.
Full Time position
Listed on 2026-01-01
Job specializations:
  • Sales
    Business Development, Client Relationship Manager
Salary/Wage Range or Industry Benchmark: 45000 - 58000 USD Yearly USD 45000.00 58000.00 YEAR
Job Description & How to Apply Below

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Overview

Alera Group is looking for a Associate Account Manager in Employee Benefits. 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.

Responsibilities
  • Support the account management team by preparing client and employee-facing materials, conducting benefit education meetings, managing the full client lifecycle, and ensuring accurate CRM documentation
  • Review enrollment and master applications for accuracy, adhere to service models and timelines, and maintain strong relationships with carriers to ensure seamless, high-quality service
  • Represent the firm professionally at community events while collaborating with internal teams to deliver a unified, proactive client experience
Qualifications
  • Associate degree or equivalent experience with the ability to read and interpret SPDs, insurance certificates, and contracts
  • Strong communication skills to explain complex benefit topics clearly and document activities accurately
  • Solid mathematical ability, including calculating figures and applying basic math concepts
Additional Information

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 range is $45K to 58K 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.

Location Type

Hybrid

Seniority level
  • Not Applicable
Employment type
  • Full-time
Job function
  • Sales and Business Development
Industries
  • Insurance
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Position Requirements
10+ Years work experience
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