OVERVIEW
Alera Group is looking for a strategic and dynamic Account Manager - Complex Plans Self-Funded to join our Employee Benefits team.
Alera Group was founded in 2017 and has grown to become the 15th 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
- Work with Account Executives/Advisors to onboard new business and complete renewal processes by following workflow procedures and best practices.
- Accurately maintain complete client flles including the clear documentation of account detail in agency management systems, including policy information, activities, attachments, and correspondence.
- Work with Account Executives/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.
QUALIFICATIONS
- Knowledge of medical, dental, vision, and ancillary benefits is required.
- Microsoft Office experience required (Excel, Word, PowerPoint).
- HRIS system familiarity is a plus.
- Ideal candidate will be detail-oriented, have a sense of urgency, be a problem solver and team player, be organized and able to multi-task, and be an excellent communicator.
BENEFITS
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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