What are the responsibilities and job description for the GCG - Account Manager - Preferred Accounts (Mid Market) position at Alera Group, Inc.?
Overview
Alera Group is seeking an Account Manager - Preferred Accounts (Mid-Market) to join our Employee Benefits team.
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
- Collaborate with Producers and staff to onboard new clients and manage renewal processes, ensuring adherence to established workflows and best practices.
- Maintain comprehensive and accurate client files, including policy details, activities, attachments, and correspondence, using agency management systems.
- Partner with Producers and internal teams to implement tailored service strategies for each client, ensuring needs are met effectively.
- Assist with RFP processes by analyzing carrier proposals, creating comparative summaries, and providing clients with clear recommendations to support decision-making on insurance programs.
- Prepare and deliver Open Enrollment and New Hire presentations to educate clients and their employees on available benefits.
- Stay informed about carrier plans, industry trends, and legislative updates to provide accurate and current guidance to clients.
- Provide professional, timely responses to client inquiries across multiple communication channels, while offering exceptional support for claims, billing, enrollment, and benefit-related issues.
Qualifications
- State Life and Health Licensed or obtained within 90 days of employment
- Knowledge of medical, dental, vision, and ancillary benefits
- Microsoft Office proficiency (Excel, Word, PowerPoint)
- Familiarity with SalesForce and HRIS systems
- Detail-oriented, organized, and exceptional communicator
Additional Information
This job requires presence in the office on a hybrid schedule as agreed with the manager.
Alera Group offers comprehensive benefits to our colleagues, including medical, dental, life and disability insurance, 401k, generous paid time off and much more.
Salary Range is $65K to 95K per year.
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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Salary : $65,000 - $95,000
