Senior Account Manager jobs in United States
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Alera Group, Inc. · 5 hours ago

Senior Account Manager

Alera Group is a leading broker in the US business landscape, dedicated to client success in Employee Benefits and other services. The Senior Account Manager will coordinate the placement and service of employee benefits, acting as a client-facing liaison and utilizing advanced knowledge of group insurance services to effectively manage client needs.

Employee BenefitsFinancial ServicesInsuranceRisk Management
Hiring Manager
Adolphus Moore
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Responsibilities

Account management including escalated claim research and resolution
Daily communication with internal and external clients
New group implementation, coordinate internally and set up external vendors, including, but not limited to Medical, Dental, Vision, Life, Disability, Worksite, COBRA, HSA, FSA, HRA, LOAs, FMLA services
Client liaison, problem solving
Project implementation and completion
Review and interpret documents and contracts
Employee education, conduct meetings, and employee communication materials
Lead the required peer-review of employee communications material
Conduct employee education recordings, webinars as needed
Work efficiently in a fast-paced environment with many demands
Ability to multi-task
Organizational skills, prioritizing, and meet deadlines
Be proficient in Microsoft Office applications
Attend training sessions to stay updated on product, regulation, or policy changes
Have strong analytical and problem-solving skills
Strong verbal and written communication skills
Build internal and external relationships

Qualification

LifeHealth Insurance LicenseEmployee Benefits KnowledgeInsurance Brokerage ExperienceAnalytical SkillsMicrosoft Office ProficiencyCommunication SkillsOrganizational SkillsProblem-Solving Skills

Required

Life and Health Insurance State License - required
Insurance carrier, benefits administration, and/or insurance brokerage experience required
Intermediate to advanced knowledge of the following - Fully-insured and Self-funding health plans, Wellness programs, dental, life, short- and long-term disability, Regulatory environment of employee benefit plans
Ability to establish priorities, work independently and proceed with objectives with little or no supervision
Computer skills with proficiency in Word, Excel and PowerPoint including strong proficiency in verifying financial spreadsheets
Account management including escalated claim research and resolution
Daily communication with internal and external clients
New group implementation, coordinate internally and set up external vendors, including, but not limited to Medical, Dental, Vision, Life, Disability, Worksite, COBRA, HSA, FSA, HRA, LOAs, FMLA services
Client liaison, problem solving
Project implementation and completion
Review and interpret documents and contracts
Employee education, conduct meetings, and employee communication materials
Lead the required peer-review of employee communications material
Conduct employee education recordings, webinars as needed
Work efficiently in a fast-paced environment with many demands
Ability to multi-task
Organizational skills, prioritizing, and meet deadlines
Be proficient in Microsoft Office applications
Attend training sessions to stay updated on product, regulation, or policy changes
Have strong analytical and problem-solving skills
Strong verbal and written communication skills
Build internal and external relationships

Preferred

Undergraduate college degree preferred; or experience equivalent considered

Benefits

Medical
Dental
Life and disability insurance
401k
Generous paid time off
Much more

Company

Alera Group, Inc.

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Alera Group is a growing leader, reimagining the complex risk management, insurance and financial services delivery experience through intentional collaboration connecting clients to holistic solutions that protect and grow all they value most.

Funding

Current Stage
Late Stage
Total Funding
$1.1B
Key Investors
Bank of MontrealGenstar Capital
2025-05-01Debt Financing· $1B
2023-04-12Private Equity· $100M
2017-01-04Private Equity

Leadership Team

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Jim Blue
Chief Executive Officer
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Alan Levitz
Executive Vice Chairman
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Company data provided by crunchbase