Sr. Account Manager - WA

About Alera Group

Founded in 2017, Alera Group is one of the nation's leading independent insurance and financial services firms. We combine the strength of a national organization with the personalized service of local experts to help clients succeed across Employee Benefits, Property & Casualty Insurance, Retirement Plan Services, Wealth Services, and Human Capital Solutions.

Founded in 2017, Alera Group is one of the nation's leading independent insurance and financial services firms. We combine the strength of a national organization with the personalized service of local experts to help clients succeed across Employee Benefits, Property & Casualty Insurance, Retirement Plan Services, Wealth Services, and Human Capital Solutions.

• Collaborate with purpose – Work alongside colleagues who believe the best results come from strong partnerships, shared expertise, and supporting one another.
• Build your career – Expand your expertise through meaningful work, continuous learning, and opportunities to grow across a national organization.
• Make an impact – Help clients navigate complex challenges while contributing to solutions that make a difference for their businesses, employees, and communities.

At Alera Group, our Employee Benefits team helps organizations attract, retain, and support their employees through innovative benefits solutions. As a Sr. Account Manager - WA, you'll play an important role in delivering exceptional client service, building trusted relationships, and helping clients navigate the complexities of employee benefits.

• Serve as the primary advisor for assigned employee benefits clients, including large and complex accounts
• Lead client service delivery, renewal strategy execution, open enrollment planning, and ongoing account management
• Analyze employee benefits programs, funding arrangements, claims experience, and market alternatives to develop strategic recommendations
• Manage carrier and vendor relationships, including negotiations, renewals, and issue resolution
• Prepare and deliver client presentations, renewal communications, and strategic recommendations
• Collaborate with producers, client executives, compliance, analytics, and other subject matter experts to execute client strategies
• Provide guidance, quality review, and informal mentorship to Client Managers and other service team members
• Identify opportunities to strengthen client relationships, support retention efforts, and expand services where appropriate

• 5+ years of experience in employee benefits, client service, account management, benefits consulting, brokerage operations, or a related field
• Strong communication, organizational, analytical, and relationship-building skills
• Ability to manage multiple priorities while delivering exceptional client service
• Demonstrated experience managing complex employee benefits accounts and renewal strategies
• Proficiency with Microsoft Office and agency management systems
• Demonstrated ability to build strong relationships with clients, carriers, vendors, and internal stakeholders
• Experience analyzing benefit plans, funding arrangements, and market alternatives to develop strategic recommendations

• Active Life & Health Insurance License

• Bachelor's degree preferred or equivalent combination of education and experience
• Experience working in an independent insurance agency, brokerage, or consulting environment
• Experience with Applied Epic or other Agency Management Systems
• Professional designations such as CEBS, GBA, RHU, REBC, or similar
• Experience supporting middle market, large market, or enterprise employee benefits…