Senior Account Manager

Overview:

Senior Account Manager – Employee Benefits

Hybrid

At Alera Group, our Employee Benefits teams help organizations attract, retain, and engage their workforce through creative, compliant, and competitive benefits strategies. We’re seeking a Senior Account Manager who will make a meaningful impact by delivering proactive client service, thoughtful benefits strategy, and a high-touch experience for both clients and employees.

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.

• 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:

What You’ll Do / Your Impact

• Serve as the primary day‑to‑day contact and trusted advisor for a portfolio of mid‑to‑large, often self‑funded Employee Benefits clients
• Partner with Advisors and Producers to develop and execute a service and renewal strategy tailored to each client’s goals, culture, and budget
• Lead and participate in client meetings, including stewardship reviews, renewal meetings, financial reviews, and strategic planning sessions
• Support clients in evaluating plan designs, funding arrangements, contribution strategies, and program options to help them make informed decisions
• Build and maintain strong relationships with clients, carriers, third‑party administrators, and internal colleagues

• Manage the full renewal lifecycle, including timelines, data collection, marketing strategy, and implementation of final decisions
• Coordinate RFP processes: gather required information, work with carriers and vendors, compile and compare proposals, and prepare clear, decision‑ready summaries
• Maintain accurate and complete client files, including policy information, plan documents, contracts, and correspondence, in the appropriate systems
• Assist with and oversee the resolution of client service issues, including eligibility questions, billing discrepancies, claims escalations, and enrollment challenges
• Support the creation and delivery of Open Enrollment and New Hire materials, presentations, and communications
• Ensure adherence to established workflows, quality standards, and compliance requirements

• Analyze claims experience, utilization data, and renewal reports to identify trends, risks, and opportunities
• Provide insights and recommendations related to plan performance, cost drivers, and strategies to improve outcomes and control costs
• Collaborate with internal subject matter experts (e.g., clinical, compliance, underwriting, analytics) to bring proactive ideas and solutions to clients
• Identify opportunities to enhance the client relationship, including introducing additional services, tools, or products that add value
• Contribute to continuous improvement of internal processes, tools, and best practices for serving complex and self‑funded clients

Qualifications:

What You Bring

• Several years of experience in Employee Benefits account management or a closely related role, preferably supporting complex or self‑funded plans
• Strong knowledge of group health and welfare benefits, including medical, dental, vision, life, disability, and related programs
• Proven ability to manage multiple client relationships, prioritize competing deadlines, and follow through on commitments
• Strong communication and presentation skills, with the ability to explain complex concepts in a clear, client‑friendly way
• High level of organization, accuracy, and attention to detail when managing data, documentation, and client deliverables
• Proficiency in Microsoft Excel, PowerPoint, Word, and Outlook

• Experience working with self‑funded arrangements, stop‑loss, and advanced funding or cost‑containment strategies
• Familiarity with benefits administration platforms, HRIS systems, or agency/CRM technology
• Professional designations such as CEBS, GBA, PHR, SHRM‑CP, or similar (or willingness to pursue)

• Detail orientation and a commitment to high‑quality work
• Accountability and reliable follow‑through
• Collaborative, team‑oriented mindset
• Client‑first thinking and strong service orientation
• Analytical and problem‑solving skills
• Ability to manage multiple priorities in a dynamic environment
• Strong interpersonal and relationship‑building skills

Additional Information:

Eligible for performance-based bonus: Yes

Alera Group offers comprehensive benefits including medical, dental, vision, life and disability coverage, 401(k), generous PTO, and more.

Work Model: This role is Hybrid

Professional Development – Alera Group Academy

At Alera Group, growth isn’t left to chance. Through Alera Group Academy, we provide structured development opportunities designed to help you expand your expertise and build a meaningful career.

You’ll have access to:

• Role-specific learning paths
• Leadership development programs
• Technical and compliance training
• Industry certifications and continuing education support
• Peer learning and knowledge-sharing communities

Whether you’re deepening technical expertise or preparing for leadership, we’re invested in helping you grow.

Licensure & Certifications (If Applicable)

This position may require:

• Active [State Life & Health License / Property & Casualty License / Series 6/7/65/66 / etc.]
• Ability to obtain required licensure within [X] months of hire
• Ongoing continuing education to maintain active status

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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