OVERVIEW
GCG Financial, an Alera Group company, is looking for a Senior 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 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
- Serve as the primary contact for mid-market clients, providing high-touch service and managing complex employee benefits needs, including alternative funding arrangements.
- Collaborate with producers and internal teams to develop strategic service plans, execute renewals, and drive client satisfaction and retention.
- Lead Open Enrollment meetings, create clear employee communications, and analyze plan performance metrics to recommend cost-effective program adjustments.
- Oversee compliance requirements, ensuring adherence to regulatory guidelines while guiding clients through legislative changes.
- Mentor and train new Account Managers and Benefits Coordinators, sharing expertise on best practices, funding mechanisms, and industry trends.
- Manage new business and renewal processes, conducting financial analysis, negotiating carrier terms, and ensuring accuracy in policy documentation and CRM updates.
- Partner with internal teams, stay informed on industry trends and legislation, and build strong relationships with carriers and vendors to enhance service offerings.
QUALIFICATIONS
- Bachelor's degree preferred or equivalent experience in employee benefits, insurance, or a related field.
- Active Life & Health Insurance License required.
- Minimum 5 years of experience in benefits brokerage, administration, or insurance carrier roles, with a strong understanding of mid-market benefits solutions.
- Expertise in alternative funding arrangements (self-funding, level-funding, captives) preferred.
- Strong analytical, negotiation, and problem-solving skills.
- Excellent communication and presentation skills, with the ability to explain complex benefits concepts in a clear and concise manner.
- Proficiency in Microsoft Office Suite, including advanced Excel skills.
- Experience with CRM, HRIS systems and SalesForce preferred.
- Ability to thrive in a fast-paced environment, managing multiple priorities with minimal supervision.
BENEFITS
This job requires presence in the office on a hybrid schedule as agreed with the manager.
Alera Group offers comprehensive benefits to our colleagues, including medical, dental, life and disability insurance, 401k, generous paid time off and much more.
Salary Range is $75K to 100K per year.
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.
If you're a California resident, please read the California Consumer Privacy Act prior to applying.
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