Associate Account Manager Employee Benefits Specialist

2 days ago


New Richmond, Wisconsin, United States Alera Group Full time
Job Title: Associate Account Manager Employee Benefits Hybrid

Alera Group is seeking a highly skilled Associate Account Manager to join our Employee Benefits Team. As a key member of our team, you will be responsible for supporting Account Managers and Account Executives in retaining existing accounts.

Key Responsibilities:
  • Provide prompt, efficient, and high-quality service to designated accounts and internal colleagues.
  • Support account management team in servicing clients, preparing employee-facing materials, and conducting employee meetings to educate on benefits.
  • Review customer forms, enrollment applications, and master applications for accuracy and completeness.
  • Partner with account team to provide excellent, unified service to clients.
  • Proactively manage client lifecycle, ensuring timely and profitable business.
  • Maintain accurate and complete client data in CRM, including documentation and management of action items and client interaction.
  • Adhere to service model and timelines developed to maintain profitable business while delighting the client.
  • Maintain a strong and productive working relationship with carriers and a clear understanding of products and services offered.
Requirements:
  • Associate degree or equivalent work experience in financial services or benefit services related position.
  • Ability to read and interpret documents, document on-going activities, communicate complex topics clearly, and calculate figures.
  • Ability to solve problems and deal with a variety of variables where only limited standardization exists.
What We Offer:

We provide comprehensive benefits to employees, including medical, dental, STD, LTD, and life insurance, 401k, paid time off, and more.

We are an equal opportunity employer and welcome applicants from diverse backgrounds. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.



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