OVERVIEW
Alera Group is looking for an Account Executive to join our Houston, TX team! 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
- Manage client relationships by being the primary day-to-day point of contact.
- Create and effectively administer annual client service calendars and issue resolution monitoring.
- Work closely with producer/broker to build and implement plan designs and strategies that meet client's long-term goals.
- Develop strong relationship with carrier and actuarial partners to ensure successful outcomes on behalf of Alera Group clients.
- Work closely with Benefits Analyst to help prepare and present detailed plan design analysis that will aid Alera Group clients in making informed decisions.
- Assist in the new business sales process including the preparation of RFP's, proposals, and presentations.
- Review of SPD's, contracts, and legal documents to ensure compliance.
- Work with account managers to resolve day-to-day service issues, including eligibility, billing and claim issues.
QUALIFICATIONS
- Undergraduate college degree preferred; or experience equivalent considered
- Life and Health Insurance State License (Required)
- Professional Certification preferred (GBA, PHR, CLU, CEBS, CBP) (not required)
- Minimum 5-10 years insurance carrier and/or insurance brokerage experience
- Advanced knowledge of
- Health and Welfare plans - HMO, PPO, CDHP
- Ancillary Coverage including Life, Short- and Long-Term Disability, Dental, Vision, etc.
- Broad understanding of the various regulations surrounding health and welfare plans
- Sound judgment and willingness to take on responsibility for results
- Exemplary relationship management and customer services skills
BENEFITS
Alera Group offers comprehensive benefits to our colleagues, including medical, dental, life and disability insurance, 401k, generous 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, or any other protected class.
If you're a California resident, please read the California Consumer Privacy Act prior to applying.
#LI-KC1
#LI-Hybrid
|
