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Account Manager

Own renewal strategy and client presentations for a growing employee benefits book
New York
Senior
$85,000 – 110,000 USD / year
5 hours agoBe an early applicant
Alera Group

Alera Group

Provides employee benefits, property and casualty insurance, retirement services, and wealth management solutions to businesses and individuals nationwide.

7 Similar Jobs at Alera Group

Account Manager, Employee Benefits

Alera Group is looking for an Account Manager, Employee Benefits to join our growing team. We're seeking motivated, relationship-driven professionals who bring both experience and enthusiasm to their work. As an Account Manager, Employee Benefits, you 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

Responsibilities

Client Partnership & Service Delivery

  • Serve as a primary day-to-day contact for assigned employee benefits clients, supporting retention, growth, and profitability
  • Manage a portfolio of ~12–16 clients supporting a growing book of business ($2M–$3M in revenue), primarily mid-size groups (100–1,000+ lives)
  • Manage ongoing client relationships in partnership with the Consultant, including regular communication with client HR teams
  • Resolve day-to-day service issues with clients and vendor partners, ensuring timely and effective execution
  • Support client lifecycle planning and proactive service delivery aligned to Alera Group's Client Lifecycle/Pathway process

Operational Excellence

  • Execute and manage key client deliverables, ensuring tasks are completed accurately and on schedule
  • Lead or support Request for Proposal (RFP) processes, partnering with Analysts to evaluate vendor options and deliver strategic recommendations
  • Review contracts, plan documents, Summary Plan Descriptions, and compliance materials for accuracy and timely distribution
  • Prepare and deliver compliance-related deliverables to client HR teams
  • Triage requests across internal teams and external partners to ensure efficient execution of client projects
  • Perform quality reviews on work completed by Analysts or other team members

Strategic Contribution

  • Contribute to client presentations and renewal strategy discussions in support of the Consultant function
  • Identify opportunities to improve service delivery, enhance client experience, and support book-of-business growth
  • Remain current on employee benefits trends, legislation, products, technology, and market developments
  • Serve as a mentor and resource to Analysts, supporting their development and technical growth

This role operates in a fast-paced environment and is best suited for someone who enjoys managing multiple priorities and taking initiative.

Qualifications

Required

  • Bachelor's degree in business or a related field, or equivalent professional experience
  • 2+ years of experience in a client-facing support or account management role within employee benefits or insurance
  • For Senior Account Manager designation: 4+ years of experience with deeper technical expertise and client ownership
  • Active State Life & Health insurance license
  • Strong technical knowledge of employee benefits and plan administration
  • Excellent communication and relationship-management skills
  • Ability to manage multiple priorities in a dynamic, deadline-driven environment

Preferred

  • Experience supporting mid-market or complex employee benefits clients
  • Strong understanding of compliance deliverables and benefits documentation
  • Experience mentoring or reviewing work of junior team members
  • Exposure to fully insured, level-funded, and self-funded plans

Core Competencies

  • Detail orientation and quality focus
  • Accountability and follow-through
  • Collaborative mindset
  • Client-first thinking
  • Strong organizational and communication skills
  • Business acumen and problem-solving capability

Additional Information

Compensation:
Salary range: $85,000 – $110,000 per year
Eligible for performance-based bonus: Yes

Benefits:
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, preference for PST MST time zones

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:

  • Must hold or be able to obtain a Life & Health license within 6 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.

Location Type: Hybrid - 2 or less days in office

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Account Manager
New York
$85,000 – 110,000 USD / year
Customer Success
About Alera Group
Provides employee benefits, property and casualty insurance, retirement services, and wealth management solutions to businesses and individuals nationwide.