Alera Group, Inc. · 1 day ago
Senior Account Manager
Alera Group, Inc. is looking for a Senior Account Manager who will serve as the primary contact for assigned clients and manage client communications and relationships. The role involves overseeing the renewal and new business processes, ensuring compliance and delivering a high-touch client experience.
Employee BenefitsFinancial ServicesInsuranceRisk Management
Responsibilities
Serve as the primary day-to-day contact for assigned clients, anticipating needs and partnering with the Vice President to coordinate deliverables and support new product and service implementations
Own client and vendor communications, including responding to inquiries, reviewing proposals, supporting pricing and renewal negotiations, and cultivating strong, long-term relationships
Manage the renewal and new business process from start to finish, ensuring accurate documentation, thorough quote reviews, and timely preparation of applications and contracts
Deliver a high-touch client experience through proactive issue resolution, clear and professional communication, and leading open enrollment and employee education meetings
Maintain organized client records and ensure compliance standards are met, including updating SBCs, preparing meeting and presentation materials, and keeping an active Life & Health License
Qualification
Required
Maryland Life & Health License (required)
Previous experience working at a brokerage in the employee benefits industry (required)
Ability and willingness to travel to clients as needed (required)
Experience working with clients ranging from small to large groups (required)
Preferred
At least five years of industry experience (preferred)
Benefits
Medical
Dental
Life and disability insurance
401k
Generous paid time off
And much more
Company
Alera Group, Inc.
Alera Group is a growing leader, reimagining the complex risk management, insurance and financial services delivery experience through intentional collaboration connecting clients to holistic solutions that protect and grow all they value most.
Funding
Current Stage
Late StageTotal Funding
$1.1BKey Investors
Bank of MontrealGenstar Capital
2025-05-01Debt Financing· $1B
2023-04-12Private Equity· $100M
2017-01-04Private Equity
Recent News
2025-10-21
Company data provided by crunchbase