Employee Benefits Account Manager - Small Group

OVERVIEW

Employee Benefits Account Manager - Small Group

Location: Hybrid

About Alera Group

Founded in 2017, Alera Group is one of the nation's leading independent insurance and financial services firms. We combine the strength of a national organization with the personalized service of local experts to help clients succeed across Employee Benefits, Property & Casualty Insurance, Retirement Plan Services, Wealth Services, and Human Capital Solutions.

Why Join Alera Group?

Collaborate with purpose – Work alongside colleagues who believe the best results come from strong partnerships, shared expertise, and supporting one another.

Build your career – Expand your expertise through meaningful work, continuous learning, and opportunities to grow across a national organization.

Make an impact – Help clients navigate complex challenges while contributing to solutions that make a difference for their businesses, employees, and communities.

The Opportunity

At Alera Group, our Employee Benefits team helps organizations attract, retain, and support their employees through effective benefits solutions. As an Employee Benefits Account Manager - Small Group , you’ll manage a book of small-group clients across the Tri-State market, providing day-to-day service, renewal support, and ongoing benefits administration.

This role is ideal for someone who understands the fast-paced nature of small-group benefits and can confidently manage multiple client relationships across New York, New Jersey, and Connecticut. The client portfolio will primarily include fully insured groups, with some exposure to level-funded plans.

RESPONSIBILITIES

Responsibilities

Manage a book of small-group Employee Benefits clients, primarily across New York, New Jersey, and Connecticut

Serve as a primary point of contact for clients, providing responsive day-to-day service and building strong, long-term relationships

Manage client renewals from start to finish, including gathering information, coordinating with carriers, reviewing plan options, and supporting implementation

Partner with carriers and internal teams to resolve eligibility, enrollment, billing, claims, and other service-related issues

Support clients with benefit plan changes, open enrollment, employee communications, and ongoing benefits administration

Review benefit summaries, plan documents, renewal materials, and other client deliverables for accuracy

Help clients understand available benefit options and navigate carrier requirements

Manage multiple client accounts, deadlines, and service needs while maintaining a high level of accuracy and responsiveness

Work across different state markets and carrier environments, adapting to differences in the NY, NJ, and CT small-group markets

Maintain accurate client and account information within agency management and benefits technology platforms

Collaborate closely with producers, account team members, carrier partners, and other internal resources to support client retention and satisfaction

QUALIFICATIONS

Required Qualifications

2+ years of Employee Benefits account management, client service, or related insurance experience

Experience working with small-group Employee Benefits clients, preferably within an insurance brokerage or agency environment

Experience with both fully insured and level-funded benefit plans

Ability to manage a high-volume book of business with multiple clients, renewals, and competing deadlines

Strong client service and relationship-management skills

Strong organizational skills and attention to detail

Ability to communicate effectively with clients, carriers, and internal partners

Ability to learn and work across multiple state markets, particularly New York, New Jersey, and Connecticut

Proficiency with Microsoft Office applications

Licensure

Active Life & Health Insurance License required

Compensation

Salary Range: $65,000–$70,000 annually

Benefits

Eligible colleagues enjoy a comprehensive benefits package including:

Medical, dental, and vision insurance

Life and disability coverage

401(k)

Generous paid time off

Professional development and career growth opportunities

ADDITIONAL INFORMATION

Work Arrangement

This position is Hybrid. The expectation is to be local to one of our tri-state offices for onsite training and regular travel to our office(s) and to client locations.

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.

Alera Group is committed to protecting your privacy. Please review our Privacy Policy to understand what personal information we may collect and use as part of your application process.

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Location Type

Remote

Responsibilities

Manage a book of small-group Employee Benefits clients, primarily across New York, New Jersey, and Connecticut

Serve as a primary point of contact for clients, providing responsive day-to-day service and building strong, long-term relationships

Manage client renewals from start to finish, including gathering information, coordinating with carriers, reviewing plan options, and supporting implementation

Partner with carriers and internal teams to resolve eligibility, enrollment, billing, claims, and other service-related issues

Support clients with benefit plan changes, open enrollment, employee communications, and ongoing benefits administration

Review benefit summaries, plan documents, renewal materials, and other client deliverables for accuracy

Help clients understand available benefit options and navigate carrier requirements

Manage multiple client accounts, deadlines, and service needs while maintaining a high level of accuracy and responsiveness

Work across different state markets and carrier environments, adapting to differences in the NY, NJ, and CT small-group markets

Maintain accurate client and account information within agency management and benefits technology platforms

Collaborate closely with producers, account team members, carrier partners, and other internal resources to support client retention and satisfaction

Required Qualifications

2+ years of Employee Benefits account management, client service, or related insurance experience

Experience working with small-group Employee Benefits clients, preferably within an insurance brokerage or agency environment

Experience with both fully insured and level-funded benefit plans

Ability to manage a high-volume book of business with multiple clients, renewals, and competing deadlines

Strong client service and relationship-management skills

Strong organizational skills and attention to detail

Ability to communicate effectively with clients, carriers, and internal partners

Ability to learn and work across multiple state markets, particularly New York, New Jersey, and Connecticut

Proficiency with Microsoft Office applications

Licensure

Active Life & Health Insurance License required

Compensation

Salary Range: $65,000–$70,000 annually

Benefits

Eligible colleagues enjoy a comprehensive benefits package including:

Medical, dental, and vision insurance

Life and disability coverage

401(k)

Generous paid time off

Professional development and career growth opportunities