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Alera Group, Inc. · 7 hours ago

Employee Benefits Account Manager

Seattle, WA

Full-time

Hybrid

Mid, Senior Level

$70K/yr - $120K/yr

4+ years exp

Alera Group is looking for an Employee Benefits Account Manager to join their team. This client-facing position is responsible for managing and retaining an assigned book of Employee Benefits clients, ensuring compliance and providing education to clients.

Employee BenefitsFinancial ServicesInsuranceRisk Management

Responsibilities

Ensure that contracts, BAAs or other documents are current

Educate client on applicable compliance and regulatory responsibilities

Analyze plan data and information provided by client service team regarding plan specifications, pricing and the ability of the carrier to deliver a service based on client needs

Make determinations on appropriateness and/or clarity of the data and coordinate with the client service team to finalize an accurate and clear document for use with each client

Work with client service team to review a request for proposal and/or other solicitation materials necessary to market client’s requests

Advise clients on appropriate vendors and products that best serve their needs and are consistent with their business objectives

Serve as an advocate for the client by working with Analyst to negotiate pricing and terms of various plans with vendors

Document key information obtained from clients and communicate to service and/or management teams as appropriate

Coordinate with client service team and client for appropriate employee communication materials

Maintain a working knowledge of technical systems that are used and understand that is it is critical to be current with all systems related to client data

Stay current on regulatory and legislative updates affecting the health and welfare insurance industry. Provide updates to clients regarding these issues when appropriate. Keep abreast of the industry trends and interpret the effect of changes in the market

Be A Product Expert - Know what products, carriers, vendors and resources are available in our market

Have A Client Service Mindset - Enjoy working with all sorts of people in varying environments. Take pride in and be good at understanding and working with diverse clients to build strong long-term relationships

Qualification

Employee Benefits KnowledgeClient Relationship ManagementInsurance LicensureCompliance EducationRegulatory KnowledgeSelf-Management SkillsClient Service MindsetInterpersonal Skills

Required

4-5 years of account management or client service/relationship management experience is required

Applicable state life & disability insurance producer license is required and must be obtained within 30 days of hire

Valid driver's license and pass a background check

Preferred

A bachelor's degree is preferred

Relevant certifications, such as Certified Employee Benefits Specialist (CEBS), Registered Health Underwriter (RHU), or NAHU Certifications, are preferred

A Senior Account Manager will generally require 6+ years of experience

Benefits

Medical

Dental

Life and disability insurance

401k

Generous paid time off

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