Employee Benefits Account Manager

OVERVIEW

Position: Employee Benefits Account Manager

Summary:

Working within the Client Service function, you will be responsible for the retention, growth and profitability of a portfolio of key mid-market accounts with Client Team Lead responsibilities on those accounts. In this role, you will build and maintain strong client and carrier relationships. This individual will also promote total quality awareness by understanding and supporting EB initiatives working in support of the Consultant and managing the day-to-day relationship with client HR functions. This role is measured on execution of the Client Lifecycle/Pathway process and book of business growth including responsibility for client retention.

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

Responsibility (Percent of time)

• Resolve day-to-day service issues with clients/vendor partners and drive tactical execution of client lifecycle deliverables in support of the Consultant function (30%) • Contribute to execution of Client Lifecycle/Pathway process, providing proactive planning and ensuring all tasks/deliverables are completed on time (25%) • Prepare and manage the Request for Proposal (RFP) process with Analyst support (10%) • Contribute to client presentations in support of the Consultant function (5%) • Prepare and deliver Compliance deliverables to client HR function (5%) • Review contracts, plan documents, Summary Plan Descriptions and other governing documents for accuracy and ensuring all material is sent to client in a timely manner (5%) • Triage requests between internal and external parties for execution of client deliverables and/or projects (5%) • Perform quality review on work completed by other team members (5%) • Remain current on industry trends and information, competition new product development, legislation, coverages and technology (5%) • Serve as mentor to support the development of Analysts (5%)