OVERVIEW
Alera Group is looking for a Senior Account Manager to join our Small Business Unit (SBU) team! This role can be located out of Dallas, San Antonio, or Tulsa, OK.
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
- Deliver tailored benefit solutions and strategic guidance to clients in the 50-99 employee market segment, ensuring compliance, cost-efficiency, and high service satisfaction.
- Collaborate with vendors, carriers, and external partners to resolve claims and benefit-related issues, ensuring timely and accurate resolutions for clients and employees.
- Stay up to date on insurance forms, plan coverage, industry trends, and regulatory changes, including ACA compliance and legislative developments.
- Communicate benefit program details, eligibility, and enrollment guidance to employees and management, while supporting year-round wellness initiatives and maintaining event calendars.
- Follow standardized client service workflows and engage appropriate internal resources to maintain service quality and meet established timelines.
- Manage benefit administration tasks, including account setup, contribution funding, EDI feeds, portal accuracy, compliance filings, and audits.
- Coordinate and execute annual Open Enrollment, from planning to communication, while maintaining strong knowledge of carrier products and underwriting methods.
- Support ongoing team development by mentoring service members and contributing to process improvements through effective use of SOPs and reporting tools.
QUALIFICATIONS
- 5+ years of experience in insurance, benefits administration, or brokerage, with strong knowledge of HMO, PPO, CDHP, wellness programs, life, dental, disability, and related employee benefits.
- Life and Health Insurance State License required; undergraduate degree preferred; professional certifications (e.g., GBA, PHR, CEBS) a plus.
- Well-versed in employee benefits regulations and compliance requirements.
- Demonstrated ability to work independently, manage priorities, and deliver results with minimal supervision.
- Skilled in client service and operational execution within the insurance or HR benefits environment.
- Proficient in Microsoft Word, Excel, and PowerPoint, with strong expertise in financial spreadsheet creation and validation.
- Experienced in servicing clients within the 50-99 employee market segment, with a deep understanding of their unique benefits needs, compliance considerations, and service expectations.
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.
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.
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