Senior Account Manager

OVERVIEW

Senior Account Manager – Employee Benefits Location: Hybrid

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.

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

The Opportunity The Senior Account Manager is responsible for managing a portfolio of key mid-market accounts, serving as the Client Team Lead and primary day-to-day contact for client HR teams. This role partners closely with the Consultant to execute client strategy, manage renewals and ongoing deliverables, resolve complex service needs, and build strong relationships with clients, carriers, and vendor partners. The Senior Account Manager also serves as a technical resource and provides guidance and mentorship to other members of the client service team.

RESPONSIBILITIES

Responsibilities

Lead day-to-day client management and service execution, independently resolving complex client, carrier, and vendor issues while ensuring timely completion of client deliverables.

Lead execution of the Client Lifecycle/Pathway process, proactively planning for client needs and ensuring all tasks and deliverables are completed accurately and on time.

Manage the Request for Proposal (RFP) and renewal process, partnering with Analysts and Consultants to evaluate options, prepare recommendations, and support client decision-making.

Prepare for and actively participate in client meetings and presentations, serving as a knowledgeable client-facing resource alongside the Consultant.

Serve as a technical resource for employee benefits, providing guidance to clients and internal team members on plan administration, carrier requirements, compliance, and benefit program considerations.

Review contracts, plan documents, Summary Plan Descriptions, and other governing documents for accuracy and ensure materials are delivered to clients in a timely manner.

Prepare and deliver compliance-related materials to client HR teams and coordinate with internal resources as needed.

Coordinate across internal and external partners to drive execution of client deliverables, implementations, renewals, and special projects.

Provide quality review and oversight of work completed by Analysts and other team members, ensuring accuracy and consistency before delivery to clients.

Mentor and support the development of Analysts and Account Managers by sharing technical knowledge, best practices, and client management guidance.

QUALIFICATIONS

What You Bring

Bachelor’s degree in business or related field, or equivalent relevant experience.

5+ years of employee benefits experience, including client-facing account management or client service experience.

State Life & Health license required.

Strong technical knowledge of employee benefits and the renewal/RFP process.

Experience independently managing mid-market and/or complex client accounts.

Strong client relationship, communication, and problem-solving skills.

Ability to manage multiple priorities and deadlines with strong attention to detail.

Experience mentoring or providing guidance to less experienced team members.

ADDITIONAL INFORMATION

Compensation: Salary range: $110,000 – $125,000 per year

Benefits: Alera Group offers comprehensive benefits including medical, dental, vision, life and disability coverage, 401(k), generous PTO, and more.

Work Model: This role is Hybrid, local.

Professional Development – Alera Group Academy

At Alera Group, growth isn’t left to chance. Through Alera Group Academy , we provide structured development opportunities designed to help you expand your expertise and build a meaningful career.

You’ll have access to:

Role-specific learning paths

Leadership development programs

Technical and compliance training

Industry certifications and continuing education support

Peer learning and knowledge-sharing communities

Whether you’re deepening technical expertise or preparing for leadership, we’re invested in helping you grow.

We're an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status, or any other protected class.

Alera Group is committed to protecting your privacy. Please review our Privacy Policy to understand what personal information we may collect and use as part of your application process.

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Location Type

Hybrid - 2 or less days in office

Responsibilities

Lead day-to-day client management and service execution, independently resolving complex client, carrier, and vendor issues while ensuring timely completion of client deliverables.

Lead execution of the Client Lifecycle/Pathway process, proactively planning for client needs and ensuring all tasks and deliverables are completed accurately and on time.

Manage the Request for Proposal (RFP) and renewal process, partnering with Analysts and Consultants to evaluate options, prepare recommendations, and support client decision-making.

Prepare for and actively participate in client meetings and presentations, serving as a knowledgeable client-facing resource alongside the Consultant.

Serve as a technical resource for employee benefits, providing guidance to clients and internal team members on plan administration, carrier requirements, compliance, and benefit program considerations.

Review contracts, plan documents, Summary Plan Descriptions, and other governing documents for accuracy and ensure materials are delivered to clients in a timely manner.

Prepare and deliver compliance-related materials to client HR teams and coordinate with internal resources as needed.

Coordinate across internal and external partners to drive execution of client deliverables, implementations, renewals, and special projects.

Provide quality review and oversight of work completed by Analysts and other team members, ensuring accuracy and consistency before delivery to clients.

Mentor and support the development of Analysts and Account Managers by sharing technical knowledge, best practices, and client management guidance.

What You Bring

Bachelor’s degree in business or related field, or equivalent relevant experience.

5+ years of employee benefits experience, including client-facing account management or client service experience.

State Life & Health license required.

Strong technical knowledge of employee benefits and the renewal/RFP process.

Experience independently managing mid-market and/or complex client accounts.

Strong client relationship, communication, and problem-solving skills.

Ability to manage multiple priorities and deadlines with strong attention to detail.

Experience mentoring or providing guidance to less experienced team members.