Relationship Manager

5 days ago

New York, United States Alera Group Full time
Job Description

Brio, an Alera Group company, is looking for a Relationship Manager for our Benefits 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.


  • Interact with clients to provide information in response to inquiries about products and services and to handle and resolve complaints.
  • Respond to complex client and customer inquiries, non-routine problems and ensures client satisfaction with products, benefits and services.
  • Coordinates with Strategy Manager to ensure needs are met and potential problems are averted.
  • Keeps Strategy Manager informed of account status and opportunities
  • Makes on-site presentations to existing clients and customers to educate and inform.
  • Involved in new account installations.
  • Owns or facilitates the account’s open enrollment strategy.
  • Assists to make sure Brio meet the needs of internal and external demands of clients.
  • Assists in the development and implementation of strategies and policies relating to client management.
  • Provides input that positively impacts financial results
  • Ensures exceptional service and growth through the development of a high performing team

  • Bachelor's degree or 5 years of equivalent experience required
  • 4+ years retirement industry experience
  • Series 7 and Series 66 Licenses preferred
  • Life Accident and Health Licensing required
  • Knowledge of business and retirement products strongly preferred
  • Ability to understand and explain technical information to a variety of audiences
Skills needed for role:
  • Active Learning - Understanding the implications of new information for both current and future problem-solving and decision-making.
  • Active Listening - Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times.
  • Critical Thinking - Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems.
  • Learning Strategies - Selecting and using training/instructional methods and procedures appropriate for the situation when learning or teaching new things.
  • Mathematics - Using mathematics to solve problems.
  • Monitoring - Monitoring/Assessing performance of yourself, other individuals, or organizations to make improvements or take corrective action.
  • Reading Comprehension - Understanding written sentences and paragraphs in work related documents.
  • Science - Using scientific rules and methods to solve problems.
  • Speaking - Talking to others to convey information effectively.
  • Writing - Communicating effectively in writing as appropriate for the needs of the audience.
Social Skills
  • Coordination - Adjusting actions in relation to others' actions.
  • Instructing - Teaching others how to do something.
  • Negotiation - Bringing others together and trying to reconcile differences.
  • Persuasion - Persuading others to change their minds or behavior.
  • Service Orientation - Actively looking for ways to help people.
  • Social Perceptiveness - Being aware of others' reactions and understanding why they react as they do.
Complex Problem Solving Skills
  • Complex Problem Solving - Identifying complex problems and reviewing related information to develop and evaluate options and implement solutions.
Systems Skills
  • Systems Management - Client information is managed in a CRM and rhe role requires usage of other systems.
Resource Management Skills
    • Time Management - Managing one's own time and the time of others.

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 $85K to 95K per year. based on experience

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-DV1 

#LI-Hybrid

PandoLogic. Category:Customer Service, Keywords:Client Services Manager, Location:New York, NY-10060

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