Demo

Client Success Specialist (Account Manager)

Alera Group
Waukesha, WI Full Time
POSTED ON 8/4/2026
AVAILABLE BEFORE 3/31/2027
Overview:

Alera Group is looking for an Employee Benefits 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:
  • Manage client and carrier relationships by providing ongoing communication, resolving service and claims issues, delivering benefit education, and supporting premium and carrier matters
  • Lead implementation for new and existing accounts, including carrier RFPs, plan setup, presentations, compliance education, system configuration, and training HR teams on new benefit offerings
  • Partner closely with sales agents, Corporate Benefits Specialists, and internal teams to drive client satisfaction, retention, strategic planning, and identification of value‑added opportunities
Qualifications:
  • Demonstrate professionalism and integrity by adhering to company and client values, meeting commitments, and performing all essential duties with honesty and accountability
  • Associate’s degree in Human Resources, Business Administration, or related field
  • 2 years of related experience (or equivalent combination); insurance agency, sales, and employee benefits experience preferred
  • Proficient in Microsoft Word, Excel, Outlook, and internet navigation; state insurance license required, with SHRM (CP/SCP), PHR, and CEBS certifications preferred

Additional Information:

This role may be filled remotely if not near an Alera Group office.


Base salary range is $80,000 to $90,000 per year.


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.

#LI-KL1
#LI-Onsite

Salary : $80,000 - $90,000

If your compensation planning software is too rigid to deploy winning incentive strategies, it’s time to find an adaptable solution. Compensation Planning
Enhance your organization's compensation strategy with salary data sets that HR and team managers can use to pay your staff right. Surveys & Data Sets

What is the career path for a Client Success Specialist (Account Manager)?

Sign up to receive alerts about other jobs on the Client Success Specialist (Account Manager) career path by checking the boxes next to the positions that interest you.
Income Estimation: 
$78,252 - $113,319
Income Estimation: 
$168,296 - $226,155
Income Estimation: 
$103,275 - $152,386
Income Estimation: 
$70,688 - $86,333
Income Estimation: 
$80,418 - $105,051
Income Estimation: 
$89,823 - $111,340
Employees: Get a Salary Increase
View Core, Job Family, and Industry Job Skills and Competency Data for more than 15,000 Job Titles Skills Library

Job openings at Alera Group

  • Alera Group North Haven, CT
  • Overview: Alera Group is looking for an Associate Director, Finance to join our North Haven, CT office. Alera Group was founded in 2017 and has grown to be... more
  • 1 Day Ago

  • Alera Group Needham, MA
  • Overview Kaplansky Insurance, an Alera Group Company, is looking for a Commercial Lines Property & Casualty Account Manager to join our team. Join our team... more
  • 1 Day Ago

  • Alera Group Wethersfield, CT
  • Overview Financial Advisor – Wealth Services Location - On-Site At Alera Group, our Wealth Services team supports individuals and families in building, pro... more
  • 1 Day Ago

  • Alera Group Wausau, WI
  • Overview Personal Lines Account Manager – Property & Casualty Hybrid - Stevens Point Preferred, Onalaska Or Wausau At Alera Group , our Property & Casualty... more
  • 1 Day Ago


Not the job you're looking for? Here are some other Client Success Specialist (Account Manager) jobs in the Waukesha, WI area that may be a better fit.

  • Clinic Growth Accelerator Milwaukee, WI
  • 🚀 Become the Trusted Advisor Who Transforms Clinics into $200K /mo. Powerhouses at Clinic Growth Accelerator! Why This Role? Tired of being a faceless acc... more
  • 5 Days Ago

  • FIS Global Brown, WI
  • Position Type : Full time Type Of Hire : Experienced (relevant combo of work and education) Job Description As the world works and lives faster, FIS is lea... more
  • 11 Days Ago

AI Assistant is available now!

Feel free to start your new journey!