Alera Group, Inc. · 2 days ago

Employee Benefits Small Group Account Manager

Burbank, CA

Full-time

Remote

Mid Level

$80K/yr - $85K/yr

3+ years exp

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Responsibilities

Coordinate the Request for Proposal (RFP) process for clients.

Collect, analyze, and report vendor/carrier data, including cost projections and renewals.

Compare client health benefits data with other companies by industry or geography.

Review client needs, recommend strategies, and implement benefit programs.

Model employee benefits contributions to align with employer goals.

Develop client communications such as proposals, reports, and presentations.

Conduct open enrollment and client meetings, and attend relevant staff and carrier meetings.

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

Proposal DevelopmentAccount ManagementLife Insurance LicenseHealth Insurance LicenseMicrosoft WordMicrosoft ExcelMicrosoft PowerPointAgency Management System

Required

Over 3 years of experience in customer service, proposal development, or account management in employee benefits; employer interaction experience is a plus.

Proficient in Microsoft Word, Excel, and PowerPoint at an intermediate level.

Excellent organizational, communication (verbal and written), and interpersonal skills with strong attention to detail.

Current life and health insurance license or ability to obtain it immediately.