What are the responsibilities and job description for the Account Manager position at Alera Group?
NEEBco, an Alera Group company, is looking for a Large Group Account 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:- Educate clients on Small and Large group markets, funding mechanisms (fully insured, self-insured, captives), ancillary lines, ACA Shared Responsibility, Affordability requirements, and compliance needs (e.g., SPDs, annual notices).
- Interpret medical loss ratio (MLR) for experience-rated groups, make renewal and plan recommendations, and negotiate renewal rates with carriers.
- Develop multi-year planning strategies and facilitate wellness programs to align with client goals.
- Coordinate and lead client meetings, renewals, and employee education sessions, accommodating flexible schedules and travel requirements.
- Oversee NEEBCo Connect site builds, manage enrollment with carriers, and collaborate with Underwriters, Carriers, and Third-Party Administrators.
- Assist clients with regulatory audits (DOL, CMS), maintain strong client relationships, and provide proactive service support.
- Pursue business growth by handling client service inquiries, obtaining referrals, generating leads, and conducting sales calls.
- Working knowledge of Medicare A, B & D.
- Strong interpersonal and communication skills with co-workers, clients and vendors.
- Ability to prioritize, multi-task and handle interruptions.
- Work proactively and efficiently in a hybrid work model while maintaining strong organizational, time-management, and attention-to-detail skills.
- Demonstrate excellent oral and written communication abilities to meet deadlines and deliver high-quality results.
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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