Apply on Employer Site

Alera Group, Inc. · 2 days ago

Employee Benefits Account Manager - Small Group

Chicago, IL

Full-time

Hybrid

Entry, Mid Level

$55K/yr - $65K/yr

2+ years exp

Alera Group is looking for a Small Group Account Manager on their Employee Benefits team. The role involves coordinating services for clients, providing client-focused service, and working collaboratively with internal and external teams to ensure a best-in-class experience.

Employee BenefitsFinancial ServicesInsuranceRisk Management

Responsibilities

Serve as the primary point of contact for the clients ongoing service delivery through coordination with all internal and external resources supporting the client

Build personalized client relationships through demonstrated ownership of the service plan and multiple channels of communication such as phone, email and in-person meetings

Create proposals which provide a summary of programs and options, service plan and other specific deliverables designed to support clients in making decisions about insurance programs

Analyze risk and coverage program structure and recommend options; execute coverage and program changes

Evaluate coverage, terms and conditions of quotes received present coverage comparisons as requested to producer and participate in the client presentation as appropriate

May lead open enrollment meetings to present coverages and benefits to client’s workforce

Collaborate with the service team to manage and oversee new business and renewal processes by following workflow procedures and best practices

Create submissions for underwriters by engaging with clients and prospective clients on their exposures, coverages, and program needs, assembling into submission package following best practices

Communicate with underwriters on submissions and negotiate premium, coverage, and other terms on behalf of clients

Ensure accurate maintenance of complete client files including the clear documentation of account detail in agency management systems, including policy information, activities, attachments, and correspondence

Develop and maintain positive working relationships with insurance carriers, attend meetings and events as appropriate and proactively learn about their products and underwriting approaches

Advocate for each unique client

Oversee the accuracy and display of information in client portals; consult with and enact client decisions regarding access to portal by their staff

Work with internal departments and teams to ensure cohesiveness and timeliness of service execution, and create report of service plan execution

Take an enterprise-wide approach to client service by collaborating with other service teams to create a cohesive client service experience

Remain current on forms, coverage insurance carriers, industry trends and legislation

Qualification

Employee Benefits experienceLifeHealth Insurance LicenseACAHMOPPOHDHP knowledgeRegulatory environment knowledgeExcelRelationship managementCustomer serviceIntegrityConfidentiality

Required

Prior experience in Employee Benefits is required

Life and Health Insurance State License - required

Ability to establish priorities, work independently and proceed with objectives with little or no supervision

Computer skills with proficiency in Word, Excel and PowerPoint including strong proficiency in creating and verifying financial spreadsheets

Strong relationship management skills and excellent customer service skills

Highest integrity in as it pertains to confidentiality of client data

Preferred

Knowledge in Small Group ACA is highly preferred

Undergraduate college degree preferred or equivalent work experience

Minimum 2 years insurance carrier, benefits administration, and/or insurance brokerage experience preferred

Intermediate to advanced knowledge of the following - HMO, PPO, HDHP for health plans

Wellness programs, dental, life, short- and long-term disability

Regulatory environment of employee benefit plans

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.

Founded in 2017

Deerfield, Illinois, USA

1001-5000 employees