Employee Benefits Practice Leader

4 weeks ago


Georgetown, Texas, United States Alera Group Full time
Employee Benefits Practice Leader

HealthSure, an Alera Group Company, is seeking a seasoned Employee Benefits Practice Leader to join our team.

We're a risk consulting and insurance agency dedicated to serving the rural healthcare community. Our unique focus sets us apart from competitors, and our expertise fuels a passion for delivering exceptional service and value.

Our purpose is to protect and empower the people, services, and facilities that rural communities depend on. Our motto, "Never Go It Alone," reflects our commitment to collaboration and teamwork.

The EB Practice Leader will be responsible for guiding our EB service team through the evolving demands of our clients, market, and industry. This individual must think holistically to address current challenges and identify future opportunities and obstacles. They will lead by example, carrying a servant's heart, and prioritize the team's best interests in decision-making.

Key Responsibilities
  • Manage EB Account Executives, Account Managers, and Associate Account Managers, including hiring, training, and daily supervision.
  • Support the growth of new employee benefit clients by leading the New Business Engineer SME and collaborating with the sales team.
  • Attend all Employee Benefit meetings, including AE Meetings, AM Meetings, AAM Meetings, and Department Meetings.
  • Coordinate department meetings and AE Meetings by creating agendas, leading discussions, and following up on action items.
  • Lead the development, updating, and implementation of departmental workflows and procedures.
  • Establish and maintain solid relationships with carriers and vendors, including benefit and commission negotiation and securing plan designs.
  • Work with the Communications Coordinator to ensure consistent and relevant client communications.
  • Attend industry meetings, trade shows, and conferences.
  • Lead the creation and updates of templates, forms, presentations, engagement agreements, and letters used by the EB department.
  • Collaborate with the IT Coordinator to evaluate and improve technology effectiveness and efficiencies.
Client Satisfaction, Retention & Account Management Ownership
  • Participate in team projects and share knowledge to enhance performance.
  • Work within the company's Services Plan to retain at least 90% of revenue for assigned clients.
  • Take primary ownership of assigned clients and maintain clear, timely, and consistent communication.
  • Ensure "satisfied" Customer Satisfaction scores and resolve client needs, potential service challenges, and carrier shortcomings.
  • Lead client meetings, ask key questions, and demonstrate confidence to ensure clients follow our advice.
  • Communicate relevant insurance concepts, explanations of coverage, and applicable claim examples.
  • Document every exchange within the Applied system.
  • Embrace the company's process for new account hand-off to focus on retaining and growing existing accounts.

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

We're an equal opportunity employer, and all applicants will be considered 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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