Account Manager

1 month ago

Grand Rapids, United States Alera Group Full time

 

Alera Group seeks an Account Manager - Small Group  to join our Employee Benefits team

 

Are you looking to be part of a company with exciting opportunities to learn, grow, and make a positive impact?

Join a team where each employee is empowered to listen generously, speak straight, collaborate, and build each other up through mutual accountability and shared success.

If that is what you’re looking for, this is your chance to be part of an amazing organization

 

Alera Group was created by the merging of high-performing, entrepreneurial firms across the country. Alera Group owns several registered investment advisers. Alera Group’s business model is motivated by the desire to find a better way to serve clients nationally without losing the independent thinking and values of our founding firms.

  

An Account Manager will work as a critical member of the Client Team by working alongside Account Executives and a Team Lead in managing the submission and proposal processes for new and existing clients. An Account Manager will retain clients by developing strong relationships built on the highest degree of customer service and technical know-how, and by delivering proactive services. A successful Account Manager will increase agency revenue by recognizing client needs and providing them with advanced technical solutions.


  • Manage renewal and proposal processes
  • Develop and maintain strong underwriter relationships
  • Negotiate, on behalf of the clients, with carriers and other service providers
  • Engage clients and prospects in gathering and preparing renewal information
  • Prepare documents and attend client meetings
  • Conduct open enrollment meetings as needed
  • Assist clients in reporting claims and throughout the claim process as needed
  • Assist with claim follow-up and oversight for clients
  • Perform insurance policy, coverage, and exposure reviews
  • Handle day-to-day service requests (sensitive administrative tasks)
  • Master internal client management systems including Benefit Point and Employee Navigator
  • Strengthen client relationships through social engagement
  • Identify and assist in developing cross-selling opportunities
  • Assist in training entry-level team members
  • Perform projects and tasks as delegated by Account Executive and Account Team Lead
  • Build positive relationships with other associates
  • Be willing and able to work for and communicate with others to achieve a common goal
  • Use internal network appropriately to achieve goals
  • Keep up-to-date on industry developments and practices
  • Work closely with carriers and utilize them as knowledge resources
  • Create and maintain a positive work environment – build trust, open communication, creative thinking and cohesive teamwork
  • Support Alera Group culture through leading by example
  • Performs other duties and projects as needed

 


  • Professional experience or related college degree
  • Possess or willing to obtain a Life and Health license
  • Minimum of 3 years of experience in Benefits Administration or Human Resources
  • Demonstrated ability to collaborate with diverse individuals.
  • Refined verbal and written communication skills.
  • Strong presentation skills.
  • Strong proficiency with strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint
  •  

Compensation Structure

  • Competitive base salary

Location

  • Grand Rapids, MI (hybrid)

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.

 

If you're a California resident, please read the California Consumer Privacy Act prior to applying.

 

#LI-KB1

#LI-Hybrid

PandoLogic. Category:Customer Service, Keywords:Customer Service Account Manager, Location:Grand Rapids, MI-49503

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