Account Manager

Alera Group•New York, NY

4h•$85,000 - $110,000•Hybrid

About The Position

Alera Group is looking for an Account Manager, Employee Benefits to join our growing team. We’re seeking motivated, relationship-driven professionals who bring both experience and enthusiasm to their work. As an Account Manager, Employee Benefits, you 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. Why Alera Group 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

Requirements

Bachelor’s degree in business or a related field, or equivalent professional experience
2+ years of experience in a client‑facing support or account management role within employee benefits or insurance
For Senior Account Manager designation: 4+ years of experience with deeper technical expertise and client ownership
Active State Life & Health insurance license
Strong technical knowledge of employee benefits and plan administration
Excellent communication and relationship‑management skills
Ability to manage multiple priorities in a dynamic, deadline‑driven environment
Detail orientation and quality focus
Accountability and follow‑through
Collaborative mindset
Client‑first thinking
Strong organizational and communication skills
Business acumen and problem‑solving capability

Nice To Haves

Experience supporting mid‑market or complex employee benefits clients
Strong understanding of compliance deliverables and benefits documentation
Experience mentoring or reviewing work of junior team members
Exposure to fully insured, level-funded, and self-funded plans

Responsibilities

Serve as a primary day‑to‑day contact for assigned employee benefits clients, supporting retention, growth, and profitability
Manage a portfolio of ~12–16 clients supporting a growing book of business ($2M–$3M in revenue), primarily mid-size groups (100–1,000+ lives)
Manage ongoing client relationships in partnership with the Consultant, including regular communication with client HR teams
Resolve day‑to‑day service issues with clients and vendor partners, ensuring timely and effective execution
Support client lifecycle planning and proactive service delivery aligned to Alera Group’s Client Lifecycle/Pathway process
Execute and manage key client deliverables, ensuring tasks are completed accurately and on schedule
Lead or support Request for Proposal (RFP) processes, partnering with Analysts to evaluate vendor options and deliver strategic recommendations
Review contracts, plan documents, Summary Plan Descriptions, and compliance materials for accuracy and timely distribution
Prepare and deliver compliance‑related deliverables to client HR teams
Triage requests across internal teams and external partners to ensure efficient execution of client projects
Perform quality reviews on work completed by Analysts or other team members
Contribute to client presentations and renewal strategy discussions in support of the Consultant function
Identify opportunities to improve service delivery, enhance client experience, and support book‑of-business growth
Remain current on employee benefits trends, legislation, products, technology, and market developments
Serve as a mentor and resource to Analysts, supporting their development and technical growth