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Employee Benefits Account Manager

OVERVIEW

Alera_Color_250x80

Alera Group is looking for an Account Manager. 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 15th 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

  • Build and maintain strong client relationships through strategic consultation and responsive service.

  • Lead client onboarding, renewals, and meetings, ensuring alignment with client goals and market trends.

  • Serve as the primary contact for deliverables including strategy plans, analytics, compliance, and vendor coordination.

  • Manage the full RFP process, analyzing proposals and recommending optimal plan options.

  • Negotiate with carriers and vendors to secure favorable pricing and terms for clients.

  • Address client inquiries on benefits, claims, billing, and escalated issues across communication channels.

  • Collaborate with internal teams and stay informed on industry trends to support clients and Alera Group’s strategic goals.


QUALIFICATIONS

  • Bachelor’s degree in business or related field preferred, or equivalent professional experience
  • Active or attainable Ohio Health & Welfare Insurance License (with ongoing CE requirements)
  • Proficient in Microsoft Office Suite, especially Excel® and PowerPoint®
  • Strong written and verbal communication skills, including the ability to draft proposals and deliver presentations to senior-level audiences
  • Analytical mindset with the ability to interpret data, identify trends, and provide actionable recommendations
  • Highly organized, detail-oriented, and capable of managing multiple priorities under tight deadlines
  • Collaborative, professional, and client-focused with a commitment to service excellence

BENEFITS

This job can be performed in the office on a hybrid schedule agreed to 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.

 

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.

 

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Average salary estimate

$75000 / YEARLY (est.)
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$60000K
$90000K

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Alera Group is an independent financial services firm with $1.4 billion in gross revenue, offering comprehensive property and casualty insurance, employee benefits, wealth services and retirement plan solutions to clients nationwide. Working colla...

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Full-time, hybrid
DATE POSTED
June 24, 2025

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