Account Manager

Account Manager

Alera Group is looking for a 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 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

• Advise and educate clients on group markets (small/large), funding mechanisms (fully insured, self-insured, captives), and ancillary lines
• Interpret medical loss ratios (MLR) for experience-rated groups; provide renewal and plan recommendations
• Lead client engagement: negotiations with carriers, renewals, employee education meetings, and board/CEO/HR presentations
• Develop multi-year planning strategies, facilitate wellness programs, and support compliance requirements (ACA, SPDs, notices)
• Coordinate with carriers, underwriters, TPAs, and internal teams for enrollment, site builds, and client servicing
• Support clients during audits (DOL, CMS), maintain strong decision-maker relationships, and manage escalated service inquiries
• Generate referrals, leads, and sales opportunities while ensuring proactive client communication and satisfaction

Qualifications

• Proficiency in group markets, funding models, ancillary lines, compliance regulations, and Medicare (A, B, D)
• Skilled in carrier negotiations, client education, and strategic planning
• Strong presentation ability for executives, boards, and large groups (in-person or virtual)
• Excellent interpersonal, oral, and written communication skills with clients, coworkers, and vendors
• Strong organizational, time management, and detail orientation with ability to prioritize and multi-task effectively
• Comfortable working in hybrid environments; able to travel for client needs
• Deadline-driven with a proactive, professional approach to problem-solving and client service

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.

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