What are the responsibilities and job description for the SYL - Account Manager position at Alera Group, Inc.?
Overview
Sylvia Group, an Alera Group company, is looking for an Account Manager to join our Employee Benefits team. 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
- You understand the needs of the clients you service and how our service platform across all disciplines provides solutions to those issues.
- You act as the primary service contact for the benefits programs of the clients you service, providing excellent service by promptly and thoroughly responding to their needs, inquiries, and requests.
- You work with the Account Executives to design, present, and help the clients implement sound benefits plans and make recommendations on ways to improve their plans and programs.
- You make recommendations and put forth service plans that create measurable value.
- You create presentations, proposals, and exhibits that demonstrate our customized service plans.
- You regularly meet with the Account Executives to strategize and identify plans, carriers, and services that are in the best interest of our clients.
- You provide the Account Executives with complete marketing files for each client and manage each step of the new business and renewal process.
- You complete and review applications, renewal requests, and endorsements for compliance with underwriting authority and guidelines.
- You seek referrals from existing clients and follow through to write new accounts.
- You have great attention to detail and can easily identify missing information, errors, and omissions.
Qualifications
- Bachelor’s Degree preferred
- Life, Accident and Health Insurance License
- Organizational and Strategic Thinking Skills
- Financial and Risk Assessment Skills
- Ability to Create and Cultivate Relationships with Clients, Service/Support Team, Insurance Carriers
- Excellent Communication and Negotiation Skills
- Excellent Organizational and Time Management Skills
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 $70K to $100K 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 : $70,000 - $100,000
