Senior Client Relationship Manager
3 weeks ago
Alera Group is a leading benefits brokerage firm that has grown to become one of the largest in the US. With a network of offices nationwide, we offer national resources combined with local service.
Job DescriptionWe are seeking a highly motivated and experienced Senior Client Relationship Manager to join our Benefits team. In this role, you will be responsible for interacting with clients to provide information on products and services, handling and resolving complaints, and ensuring client satisfaction.
Key Responsibilities:
- Respond to complex client inquiries and resolve problems in a timely manner
- Coordinate with the Strategy Manager to ensure client needs are met and potential issues are avoided
- Makes on-site presentations to existing clients to educate and inform
- Owns or facilitates the account's open enrollment strategy
- Assists in developing and implementing strategies and policies relating to client management
Requirements:
- Bachelor's degree or 5 years of equivalent experience required
- 4+ years retirement industry experience preferred
- Series 7 and Series 66 Licenses preferred
- Life Accident and Health Licensing required
- Knowledge of business and retirement products strongly preferred
We offer a comprehensive benefits package, including medical, dental, life, and disability insurance, 401k, generous paid time off, and more. Our competitive salary range is $85K to $95K per year, based on experience.
We are an equal opportunity employer and welcome applications from diverse candidates. If you are a California resident, please read the California Consumer Privacy Act prior to applying.
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