Account Manager Employee Benefits HYBRID

Company: Alera Group
Location: New Richmond
Posted on: October 7, 2024

Job Description:

Seeking an Account Manager to provide exceptional service to clients and help them achieve their goals by delivering innovative, customized solutions and education.

Alera Group, a leading provider of employee benefits, is dedicated to delivering exceptional client experiences and outcomes. Our mission is to provide innovative, customized solutions, education, knowledge, and resources delivered with integrity and professionalism.

We value employees who are pioneers with the courage to take reasonable risks, inspiring excellence and success, leading with integrity and wisdom, and having fanatical attention to service, consistency, and detail.

This role has the primary responsibility for retention of existing accounts, providing prompt, efficient, high-quality service to designated accounts. Key responsibilities include:

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• Building relationships with employers and providing guidance on their benefits package and administration;
  
• Conducting employee meetings to educate on benefit decisions, utilization, and consumerism;
  
• Acting as a compliance resource to clients, providing guidance and education on compliance issues and regulations affecting their employee benefit plans;
  
• Reviewing customer forms, enrollment applications, and master applications for submission to carriers;
  
• Partnering with the account team to provide excellent, unified service to clients;
  
• Proactively managing renewals, aligning actions to client goals and objectives;
  
• Maintaining accurate and complete client data in the client relationship management database;
  
• Adhering to service models and timelines to maintain profitable business while delighting the client;
  
• Maintaining a strong and productive working relationship with carriers and a clear understanding of their products and services;
  
• Representing the company in a professional manner at social functions in the community.
  
  
  Requirements include an associate degree or equivalent work experience in financial services or benefit services. Key skills include:
  
  
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  • Reading and interpreting documents such as summary plan descriptions, insurance certificates, and contracts;
    
  • Documenting ongoing activities clearly;
    
  • Communicating difficult, industry topics in a clear, concise manner;
    
  • Calculating figures and applying basic mathematical concepts;
    
  • Solving problems and dealing with a variety of variables;
    
  • Interpreting a variety of instructions furnished in written, oral, diagram, or schedule form.
    
    
    We offer comprehensive benefits to employees, including medical, dental, STD, LTD, and life insurance, 401k, paid time off, and more.
    
    We are an equal opportunity employer, committed to diversity and inclusion. We welcome applicants from all backgrounds and perspectives.

Keywords: Alera Group, Bloomington , Account Manager Employee Benefits HYBRID, Executive , New Richmond, Minnesota