Alera Group is seeking an Account Manager - Employee Benefits (Preferred Accounts) to join our Employee Benefits team.

Are you looking to be part of a company where you have exciting opportunities to learn, grow and make a positive impact?

Join a team where each employee is empowered to listen generously, speak straight, collaborate, and build each other up through mutual accountability and shared success.

If that is what youre looking for, this is your chance to be part of an amazing organization!

Alera Group is an independent, national insurance and financial services firm created in 2016 through a merger of 24 like-minded, high-performing, entrepreneurial firms. Our founding firms worked together to leverage powerful relationships, industry expertise and resources with the goal of elevating the client experience. We laugh, we have fun, we support our community, and we are the driving force behind the companys 45 years of success. Now, all we need is you!

As an Account Manager - Employee Benefits (Preferred Accounts) , you would coordinate the placement and service of employee benefits for GCG clients. This mid-level position is client-facing and leverages competencies and knowledge of benefits insurance services, HR administrative functions and plan design.

• Work with Advisors and staff to onboard new business and complete renewal processes by following workflow procedures and best practices.
• Accurately maintain complete client files including the clear documentation of account detail in agency management systems, including policy information, activities, attachments, and correspondence.
• Work with Advisors and other internal departments to execute the service strategy for each client.
• Assist in the RFP process, spreadsheet and compare carrier proposals, and provide summary of programs and options that are designed to support clients in making decisions about insurance programs.
• Help build and deliver Open Enrollment and New Hire presentations.
• Remain current on vendor/carrier plans and programs, industry trends and legislation.
• Consistently follow client service workflows and appropriately engage internal resources and escalate as necessary.
• Respond to client inquiries and respond appropriately and professionally via multiple channels of communication such as phone, email and occasional in-person meetings.
• Provide excellent service and support for internal and external clients (including but not limited to claims, billing, enrollment and benefit inquiries).
• Develop and maintain positive working relationships by collaborating with coworkers and insurance carriers.

• Required:
• State Life and Health Licensed or obtain within 90 days of employment
• Knowledge of medical, dental, vision, and ancillary benefits
• Microsoft Office proficiency (Excel, Word, PowerPoint)
• Preferred:
• Familiarity with HRIS system
• Ideal candidate attributes:
• Detail-oriented, organized, and exceptional communicator
• Proactive problem solver and team player
• Comfortable with multitasking and calculated risks
• Driven, results-oriented, excels in challenging situations
• Independent, capable of thinking creatively and innovatively
• Confident decision-maker, acts with conviction
• Operates with urgency, thrives in fast-paced environments
• Excellent problem-solving abilities, adept at managing multiple projects
• Builds rapport, motivates, and fosters teamwork
• Competitive spirit, focused on achieving goals
• Results-oriented mindset, quick to adapt and make decisions
• Effective collaborator, emphasizes teamwork
• Delegates tasks effectively, ensuring timeliness and quality
• Holds oneself and others accountable for achieving results

We offer comprehensive benefits to employees, including medical, dental, STD, LTD and life insurance, 401k, 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.

If you're a California resident, please read the California Consumer Privacy Act prior to applying.

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