Overview:
Hybrid |
At Alera Group, our Employee Benefits teams help organizations attract, retain, and engage their workforce through creative, compliant, and competitive benefits strategies. We’re seeking a Associate Account Manager who will make a meaningful impact by delivering proactive client service, thoughtful benefits strategy, and a high-touch experience for both clients and employees.
About Alera Group
Alera Group was founded in 2017 and has grown to become the 14th largest broker of U.S. business. We are passionate about our clients’ success in the areas of Employee Benefits, Property and Casualty Insurance, and Financial Services. With a network of offices nationwide, our commitment to collaboration allows us to offer national resources combined with local service.
This role supports clients by ensuring benefits programs are administered accurately, aligned with strategic objectives, and compliant with all regulatory requirements. You’ll partner with internal teams and client contacts to deliver seamless execution, creative solutions, and a superior client experience.
Meaningful Impact: Help clients and employees navigate benefits programs that drive retention, engagement, and satisfaction
Growth & Learning: Opportunities to deepen your expertise and gain exposure to a variety of clients and industries
Collaborative Culture: Work in a team-oriented environment that values accountability, partnership, and the principles of The Collaborative Way
Responsibilities:
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Provide direct support to Account Managers and leadership for fully insured and self-funded employee benefit clients
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Assist with compliance coordination, including scheduling compliance calls, documenting notes, and supporting follow-up actions
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Support client communications such as monthly Medicare Part D notifications and compliance-related outreach
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Assist with resolving elevated client issues in a timely and professional manner
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Support renewal activities, including preparation of pre-renewal, renewal, and post-renewal presentations
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Assist with checking premium summaries and deduction modeling for accuracy
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Manage compliance-related processes for self-funded clients, including Gag Clause and RxDC requirements
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Support open enrollment and plan administration tasks, including:
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Employee Navigator checklist completion and site reviews
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Requesting and reviewing SBCs and benefit summaries
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COBRA, FSA, HRA, and HSA renewal paperwork
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Open enrollment and 1/1 closeout meeting backup support
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Maintain accurate documentation and assist with data entry across internal systems
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Participate in carrier webinars and educational sessions to build benefits knowledge and industry awareness
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Collaborate with internal partners and vendors to support payroll integrations, EDI feeds, and benefit administration workflows
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Contribute to team efficiency by proactively supporting projects, process improvements, and ongoing client needs
Qualifications:
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Strong written and verbal communication skills
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Excellent attention to detail and ability to follow detailed instructions with accuracy
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Strong organizational skills and ability to manage multiple priorities
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Proficiency in Microsoft Word, Outlook, Excel, PowerPoint, and Microsoft Teams
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Ability to perform accurate data entry and administrative support tasks
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Prior experience in employee benefits, insurance, or client service support roles
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Familiarity with fully insured and self-funded benefit plans
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Understanding of carrier, vendor, and HR interactions within benefits administration
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Detail orientation
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Accountability and follow-through
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Strong customer service mindset
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Collaborative team approach
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Proactive problem-solving
Additional Information:
Compensation:
Salary: $72,500 per year
Eligible for performance-based bonus: Yes
Benefits:
Alera Group offers comprehensive benefits including medical, dental, vision, life and disability coverage, 401(k), generous PTO, and more.
Work Model:
This role is Hybrid
At Alera Group, growth isn’t left to chance. Through Alera Group Academy, we provide structured development opportunities designed to help you expand your expertise and build a meaningful career.
You’ll have access to:
Role-specific learning paths
Leadership development programs
Technical and compliance training
Industry certifications and continuing education support
Peer learning and knowledge-sharing communities
Whether you’re deepening technical expertise or preparing for leadership, we’re invested in helping you grow.
This position may require:
Active Life and Health License
Ability to obtain required licensure within the agreed upon timeline after hire.
Ongoing continuing education to maintain active status
We're an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status, or any other protected class.
Alera Group is committed to protecting your privacy. Please review our Privacy Policy to understand what personal information we may collect and use as part of your application process.
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