What are the responsibilities and job description for the Senior Account Manager position at Alera Group, Inc.?

Overview :

Alera Group is an independent, national insurance and financial services firm created in 2017 through a merger of 24 like-minded, high-performing, entrepreneurial companies. Our network of local firms is powered by a unique model of collaboration. Built on a belief that we are stronger together, we tap into our national community of problem solvers to deliver local, optimized benefits solutions to help grow and protect our clients business. The Norwalk, CT office is currently seeking an Account Manager to support the Employee Benefits team.

Responsibilities :

Support Consultant with all aspects of coordination, development and execution of annual client lifecycle
Resolve day-to-day service issues with clients / vendor partners
Prepare Request for Proposals (RFPs), release to market, coordinate vendor responses, support negotiations, analyze and spreadsheet results and develop client deliverables
Review contracts, plan documents, Summary Plan Descriptions and other legal documents for accuracy and ensuring all material is sent to client in a timely manner
Prepare client presentations with Analyst support
Develop client communication materials, including open enrollment presentation
Develop financial acumen by preparing underwriting projections and contribution modeling, with support from Consultant / Underwriter
Prepare Compliance deliverables
Attend and present at client meetings
Delegate work effectively and make sure Analyst remains involved in client lifecycle
Remain current on industry trends and information, new product development, legislation, coverages and technology
Develop and maintain strong client and vendor relationships
Remain up to date with current market conditions and status of competition

Qualifications :

The ideal candidate should possess the following :

Strong organizational and analytical skills

Ability to prioritize tasks and manage multiple projects with competing deadlines while producing accurate detail-oriented work

Oral communicationspeak clearly and persuasively in positive or negative situations and demonstrate group presentation skills

Written communicationedit work for spelling and grammar, present numerical data effectively. Ability to read and interpret documents such as insurance policies, contracts, and procedure manuals. Ability to write routine reports and correspondence within a format or develop formats for customized or original documents.

Ability to work independently as well as in a team setting

Positive and approachable, with strong interpersonal skills

Problem solving identify and resolve problems in a timely manner, gather and analyze information skillfully and maintain confidentiality.

Quality control demonstrate accuracy and thoroughness and monitor own work to ensure quality

Ability to effectively engage with carriers and clients

Ability to establish credibility at all levels of the organization and with clients through confident communications and actions based on integrity

Ability to attend in-person meetings within MA, CT, RI as needed

Required skills and experience :

Bachelors degree in Business or relevant work experience

3 years of professional experience in the following areas :

Strong technical knowledge of employee benefits and policies in the Large group market space (100 lives)

Design / management of health and welfare plans gained in a consulting or brokerage environment or similar experience in a consultative role gained at a carrier or vendor

Advanced skills in Microsoft Office products, especially Word, PowerPoint and Excel

State Life and Health license required within 90 days of joining

Equal Opportunity Employment :

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.

If you're a California resident, please read the California Consumer Privacy Act prior to applying.

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