Senior Client Manager - Employee Benefits

Alera Group is looking for a Senior Client Manager - Employee Benefits to join our 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

• Lead and manage client renewal processes, including discussions, negotiations, and preparation of deliverables.

• Serve as the primary relationship manager, providing education, setting expectations, handling inquiries, and resolving service issues.

• Facilitate key client meetings (e.g., mid-year, renewal, wellness strategy) and coordinate internal subject matter experts as needed.

• Develop strong relationships with client stakeholders, including HR leaders and C-suite executives.

• Oversee all aspects of client service responsibilities, including RFPs, benefit design, enrollment, and plan clarifications.

• Support business growth by acquiring new clients and lines of coverage; assist in prospect meetings and new group setups.

• Coordinate carrier/vendor interactions, perform on-site enrollments, interpret contracts with team support, and travel for client events.

• Bachelor�s degree in business or related field preferred

• Licensed in Health and Life insurance

• 3�5 years of Account Management experience at a Broker office

• Customer service or call center experience

• Working knowledge of medical terminology, group insurance terms, and regulatory requirements

• Experience with self-funded and/or fully insured large and small group plans

• Ability to read and interpret contract documents; capable of writing routine reports and correspondence

• Strong oral and written communication skills, with excellent organizational and customer service abilities

• Effective time management and multi-tasking skills with attention to detail

• Proficient in PC use, MS Office applications, and possesses strong mathematical aptitude

This job requires presence in the office on a hybrid schedule as agreed with the manager based out of our Chandler or Scottsdale office location.

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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