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Dynamic Account Manager

2 months ago

Pittsburgh, Pennsylvania, United States Alera Group Full time
About the Role

Alera Group is seeking a highly motivated and results-driven Account Executive to join their Employee Benefits team. As a key member of our team, you will be responsible for developing and executing comprehensive benefit strategies for our clients.

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 emerging trends, and share industry 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.
Requirements
  • Education: Bachelor's Degree or equivalent industry experience.
  • Knowledge: Group product lines, or the ability to obtain required knowledge within 3 to 6 months of accepting the position.
  • 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.
  • Licensing: PA Life/Accident & Health License required.
About Alera Group

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.

We are an equal opportunity employer and welcome applications from diverse candidates. If you're a California resident, please read the California Consumer Privacy Act prior to applying.