Employee Benefits Account Manager

2 days ago


Austin, Texas, United States Alera Group, Inc. Full time
Job Title: Employee Benefits Account Executive

About the Role:

We are seeking an experienced Employee Benefits Account Executive to join our team at Alera Group, Inc. As a key member of our team, you will be responsible for implementing all aspects of employee benefit programs, including self-funded products, and maintaining carrier relationships.

Responsibilities:

  • Take primary ownership of assigned clients by processing all service plan requirements and seeking ways to add value each year.
  • Maintain Client Relationships that resolve specific client needs, potential service challenges, carrier relationships, and client claims/concerns.
  • Lead most client meetings and follow a process where key questions are asked, client expectations are clear, and confidence is demonstrated.
  • Clearly document all correspondence and contacts within the agency management system.
  • Embrace the company's process for new account hand-off to ensure that you are focused on retaining and growing existing business.
  • Participate with the Sales Team in sales meetings and conferences to further the Team's relationships with our clients and prospects.
  • Work with the Employee Benefits Team to identify areas in the organization where efficiencies can be achieved (workflows, technology, etc).
  • Stay ahead of ever-changing laws and regulations to assist our clients in staying in compliance.

Qualifications:

  • 5 years, licensed Employee Benefits account management experience.
  • Self-funded medical experience.
  • Knowledge of all medical and ancillary insurance products, usages, and markets.
  • Proficiency using Microsoft Office (Word/Excel) and ability to utilize computer programs and understand functionality. Agency Management system experience required.
  • 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.
  • Integrity, drive, ambition, and a positive attitude.

What We Offer:

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



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