Employee Benefits Practice Leader
3 days ago
Job Summary
About Alera Group
Alera Group is a leading risk consulting and insurance agency focused solely on the rural healthcare community. Our unique approach and expertise enable us to deliver exceptional service and value to our clients.
Job Description
Key Responsibilities
- Lead the Employee Benefits (EB) service team in navigating the evolving demands of our clients, market, and industry.
- Think holistically to meet current challenges and identify future opportunities and obstacles.
- Lead by example and carry a servant's heart, with the team's best interest at the forefront of decision-making.
- Have a constant desire to improve the performance, communication, and overall morale of the team.
- Manage EB Account Executives, Account Managers, and Associate Account Managers, including assistance in hiring, lead in training and onboarding, and lead in daily supervision.
- Support the growth of new employee benefit clients by leading the New Business Engineer SME and working closely with the sales team under the HealthSure business model.
- Attend all Employee Benefit meetings, including AE Meetings, AM Meetings, AAM Meetings, and Department Meetings.
- Coordinate department meetings and AE Meetings by creating the agenda, leading the meeting, and following up on all action items.
- Lead the development, updating, and implementing of departmental workflows and procedures.
- Relationship and technical leader for EB carriers: lead efforts to establish solid relationships with carriers and vendors, including benefit and commission negotiation and securing plan designs from carriers that best serve our clients.
- Work with Communications Coordinator on EB client communications so messages are consistent and relevant.
- Attend industry meetings, trade shows, and conferences.
- Lead in the creation and updates of templates, forms, presentations, engagement agreements, and letters used by the EB department as needed.
- Work with IT Coordinator to routinely evaluate current technology and continuously improve effectiveness and efficiencies.
- Take primary ownership of assigned clients.
- Clear, timely, and consistent communication with clients, producers, and carriers.
- Ensure 'satisfied' Customer Satisfaction scores.
- Maintain Client relationships that resolve specific client needs, potential service challenges, carrier shortcomings, client claims/concerns.
- Lead all client meetings and follow a process where key questions are asked, client expectations are clear, and confidence is demonstrated to ensure clients follow our advice.
- Communication of relevant insurance concepts, explanations of coverage, and applicable claim examples.
- Clearly document every exchange within the Applied system.
- Embrace the company's process for new account hand-off to ensure that you are focused on retaining and growing existing accounts and the Sales Team is focused on new business development.
Requirements
- Practicing EB license for at least 10 years.
- Retail EB agency experience for at least 5 years.
- Proven leadership and management experience.
- Proficiency using Microsoft Office, Adobe, and ability to utilize computer programs and understand functionality.
- Excellent written and oral communication skills.
- Exceptional organizational skills, problem-solving, and decision-making abilities.
- Above-average analytical skills.
- Ability to multi-task.
- The desire and willingness to continue to grow and learn.
- EB healthcare experience.
Travel Requirements
- Some travel will be required (30% to 40%).
Benefits
We offer comprehensive benefits to employees, including medical, dental, STD, LTD, and life insurance, 401k, 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.
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