Employee Benefits Account Manager
23 hours ago
Job Summary:
Alera Group is seeking an experienced Account Manager to join our Employee Benefits Team. As an Account Manager, you will be responsible for retaining existing accounts and providing exceptional service to designated clients.
Key Responsibilities:
- Build relationships with clients to understand their goals and objectives
- Provide prompt, efficient, and high-quality service to designated accounts
- Conduct employee meetings to educate on benefit decisions and utilization of plans
- Act as a compliance resource to clients, providing guidance and education on compliance issues and regulations
- Review customer forms, enrollment applications, and master applications for accuracy and completeness
- Partner with the account team to provide excellent, unified service to clients
- Proactively manage renewals, aligning actions to client goals and objectives
- Maintain accurate and complete client data in the client relationship management database
- Adhere to service models and timelines to maintain profitable business while delighting the client
- Maintain a strong and productive working relationship with carriers and a clear understanding of the products and services offered
Requirements:
- Associate degree or equivalent work experience in financial services or benefit services
- Ability to read and interpret documents, document on-going activities clearly, and communicate difficult topics in a clear and concise manner
- Ability to calculate figures and apply basic mathematical concepts, solve problems, and deal with a variety of variables
What We Offer:
- Comprehensive benefits package, including medical, dental, STD, LTD, and life insurance
- 401k plan and paid time off
- Equal opportunity employer, committed to diversity and inclusion
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