OVERVIEW 
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 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.
Why Alera Group
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
RESPONSIBILITIESWhat You’ll Do / Your Impact
Client Partnership & Service Excellence
- Serve as a key service partner for employee benefits clients, supporting ongoing administration and issue resolution
- Assist and manage employee and management communications related to benefit programs, enrollment, eligibility, and plan features
- Act as a client liaison to resolve escalated claims and benefit‑related issues
- Build strong internal and external relationships with clients, carriers, and vendor partners
- Conduct employee education meetings, recordings, and webinars as needed
Operational & Compliance Excellence
- Coordinate and support new group implementations across benefit programs including medical, dental, vision, life, disability, worksite, COBRA, and spending accounts
- Monitor ongoing administration, including account setup, contribution funding, and compliance with applicable regulations
- Manage audits, required filings, and other compliance‑related initiatives
- Coordinate and plan annual open enrollment processes
- Maintain accuracy of information in carrier portals, EDI feeds, and internal systems
- Follow standard operating procedures and service workflows to ensure consistency and efficiency
- Review and interpret benefit documents and contracts for accuracy
Growth & Retention
- Support renewal planning and ongoing service strategies that drive client satisfaction and retention
- Identify client needs and assist in developing communication strategies that enhance understanding of benefit programs
- Stay current on insurance carriers, products, underwriting approaches, industry trends, and legislation
- Assist in the development and mentoring of service team members
QUALIFICATIONSWhat You Bring
Required
- Life & Health insurance license
- Experience in employee benefits, insurance brokerage, benefits administration, or carrier environments
- Strong knowledge of health and welfare benefit plans, including medical, dental, vision, life, and disability
- Understanding of the regulatory environment for employee benefit plans
- Strong verbal and written communication skills
- Ability to work independently, manage priorities, and meet deadlines in a fast‑paced environment
- Proficiency in Microsoft Word, Excel, and PowerPoint, including financial spreadsheets
Preferred
- Bachelor’s degree or equivalent professional experience
- Professional certifications such as CEBS, GBA, PHR, CLU, or CBP
- Experience coordinating wellness programs and employee engagement initiatives
Core Competencies
- Detail orientation and accuracy
- Accountability and follow‑through
- Collaborative mindset
- Client‑first thinking
- Strong organizational and time‑management skills
- Analytical and problem‑solving capability
ADDITIONAL INFORMATIONBenefits:
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
This position may require:
Active State Life & Health License
Ability to obtain required licensure within 12 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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Location TypeHybrid - 3 or more days in office - Office UKG Work location