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Business Development Representative
2 months ago
Alera Group is seeking a highly motivated and results-driven Business Development Representative to join their Employee Benefits team. As a key member of the team, you will be responsible for developing and executing comprehensive benefit strategies for clients, ensuring exceptional customer service and driving business growth.
Key Responsibilities- Client Consultation: Collaborate with client management teams to understand their needs and develop tailored benefit solutions.
- Deliverables: Prepare and execute client deliverables related to renewals, marketing proposals, enrollment events, and compliance reviews.
- Benefits Expertise: Thoroughly understand employee benefits solutions and carrier/vendor offerings, including unique plan features, pricing methodology, and implementation requirements.
- Client Communication: Regularly communicate with clients through multiple channels to ensure the client service model is being fulfilled.
- Training and Development: Attend training opportunities, stay updated on industry trends, and share knowledge with the team.
- Compliance: Analyze client compliance requirements and implement solutions to address ERISA, Cobra, and ACA obligations.
- Documentation: Document all activities in Brokerage Builder.
- Other Duties: Perform other duties as necessary.
- Education: Bachelor's Degree or equivalent industry experience.
- Knowledge: Knowledge of group product lines or ability to obtain required knowledge within 3-6 months of accepting position.
- Client Service Experience: Client service experience, preferably in the area of employee benefits.
- Technical Skills: Intermediate to Advanced knowledge of Microsoft Office programs: Excel, Word, PowerPoint.
- Communication Skills: Excellent oral and written communication skills.
- Travel: Ability to travel locally from 5-30% of the time to meet with clients.
- Licenses: PA Life/Accident & Health License required.
Alera Group is an independent, national insurance and financial services firm created through the merger of like-minded, high-performing, entrepreneurial firms across the United States. We are dedicated to understanding our clients' business needs, human resource objectives, financial goals, and long-term strategic plans. We strive to find new and innovative ways for employers to offer high-quality, affordable benefits to their employees now and in the years to come.
