Employee Benefits Advisor
2 weeks ago
Alera Group is a prominent, independent insurance and financial services organization that was established through the collaboration of multiple high-performing firms. Our unique model fosters collaboration among local firms, enabling us to provide tailored benefits solutions that support the growth and protection of our clients' businesses.
Key Responsibilities- Lead Client Services: Oversee all elements of the client service model, working closely with the Account Manager and Analyst.
- Strategic Consultation: Offer expert advice in strategic planning, including the assessment and recommendations for modifications to coverage plans.
- Client Lifecycle Management: Ensure proactive planning and timely execution of all client deliverables.
- Presentation Preparation: Collaborate with the Account Manager and Analyst to create compelling client presentations.
- Client Communication: Act as the primary contact for escalated client inquiries, particularly for C-Suite executives.
- Compliance Oversight: Ensure clients meet compliance requirements and deadlines, including presenting findings and recommendations.
- Carrier Negotiations: Manage renewal processes and marketing outcomes with insurance carriers.
- Financial Analysis: Develop financial models and provide actionable recommendations.
- Cross-Selling Coordination: Work with team members to identify and introduce cross-selling opportunities aligned with strategic initiatives.
- Mentorship: Support the professional development of Analysts and Account Managers.
- Quality Assurance: Conduct quality reviews of work produced by team members.
- Industry Awareness: Stay informed on industry trends, product developments, and competitive market conditions.
- Bachelor's degree in Business or relevant experience.
- 3 - 5 years of professional experience in employee benefits and policies.
- Proven ability to manage a portfolio of accounts with over 100 lives.
- Experience in designing and managing health and welfare plans within a consulting or brokerage context.
- Advanced proficiency in Microsoft Office Suite, particularly Word, PowerPoint, and Excel.
- State Life and Health license required within 90 days of employment.
Alera Group is an equal-opportunity employer. All applicants will be considered for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, or disability status.
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