What are the responsibilities and job description for the CPI - Employee Benefits Client Services Manager position at Alera Group, Inc.?
Overview
Alera Group company is looking for an Employee Benefits Client Services Manager. We are seeking highly motivated colleagues who bring experience and enthusiasm to our team – joining us may be the perfect fit for you!
Alera Group was founded in 2017 and has grown to become the 15th largest broker of US business. We are passionate about our clients’ success in the areas of Employee Benefits, Property and Casualty Insurance, Retirement Plan Services, and Wealth Services. With a network of offices nationwide, our commitment to collaboration allows us to offer national resources combined with local service.
Responsibilities
- Lead, mentor, and manage the client service team, including hiring, training, and performance support.
- Oversee client onboarding and ensure smooth transitions for new team members.
- Maintain industry knowledge, advise clients on benefit strategies, and enhance service delivery.
- Retain and grow client accounts through proactive relationship management and consultation.
- Collaborate with sales teams, market leaders, and carriers to implement best practices.
- Monitor performance metrics, drive engagement, and ensure revenue growth.
- Promote company culture through leadership, teamwork, and fostering a positive work environment.
Qualifications
- Business or related college degree preferred and 5 years of industry or related industry experience.
- Ability to meet the expectations and requirements of internal and external customers; focus on establishing long-term relationships by gaining customer trust and respect; anticipate customers' needs and deliver results with passion; look for continuous improvement in delivering products and services to all customers.
- Ability to use verbal and written communication skills effectively in group and one-on-one sessions. Utilize multiple delivery methods to ensure communication is understood (e-mail, PowerPoint, graphs, etc.) Alter styles appropriately according to group needs.
- Possess the knowledge and technical skills required to perform job responsibilities. Keep up to date on industry developments and practices. Work closely with carriers and utilize them as knowledge resources.
- Strong proficiency with solid knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint).
- Holds (or is willing to obtain) an Ohio Health and Welfare Insurance License and completes continuing education requirements as needed.
Additional Information
Alera Group offers comprehensive benefits to our colleagues, including medical, dental, life and disability insurance, 401k, generous paid time off and much more.
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.
If you're a California resident, please read the California Consumer Privacy Act prior to applying.
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