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Employee Benefits Practice Leader

2 months ago

Austin, Texas, United States Alera Group Full time

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 team in navigating the evolving demands of our clients, market, and industry.
  • Develop and implement strategies to improve team performance, communication, and morale.
  • Manage and develop the skills of EB Account Executives, Account Managers, and Associate Account Managers.
  • Support the growth of new employee benefit clients by leading the New Business Engineer SME and working closely with the sales team.
  • Attend and contribute to 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.
  • Establish and maintain solid relationships with carriers and vendors, including benefit and commission negotiation and securing plan designs from carriers that best serve our clients.
  • Work with the Communications Coordinator to ensure consistent and relevant client communications.
  • Attend industry meetings, trade shows, and conferences to stay up-to-date on industry trends and best practices.
  • Lead the creation and updates of templates, forms, presentations, engagement agreements, and letters used by the EB department.
  • Work with the IT Coordinator to evaluate and improve the effectiveness and efficiency of current technology.
  • Take primary ownership of assigned clients and ensure their satisfaction with our services.
  • Maintain clear, timely, and consistent communication with clients, producers, and carriers.
  • Ensure "satisfied" Customer Satisfaction scores and resolve client needs, potential service challenges, carrier shortcomings, and 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.
  • Communicate relevant insurance concepts, explanations of coverage, and applicable claim examples to clients.
  • 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.

Equal Opportunity Employer

Alera Group is 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.

California Consumer Privacy Act

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