Account Manager

Alera Group, Inc.; New York (NY); Hybrid; USD 90,000 - 110,000; Full time

Job summary

Alera Group is seeking an Account Manager to deliver proactive client service and thoughtful benefits strategy for our Employee Benefits clients in New York. You’ll partner with internal teams and client contacts to drive compliant, high-touch service and measurable results.

The role requires 2–4 years in client-facing account management, a life/health license, and strong communication—supporting renewals, RFPs, and plan administration in a hybrid work environment.

Qualifications

• Bachelor's degree or equivalent relevant work experience.
• 2–4 years of experience in a client-facing account management or client service role
• Active Life & Health License
• Strong knowledge of employee benefits and insurance programs
• Excellent communication, organization, and relationship-building skills

Responsibilities

• Serve as a primary day-to-day contact for clients, carriers, and vendor partners
• Manage client service requests, resolve issues, and support ongoing benefit initiatives
• Build trusted relationships with client HR teams and support Consultant-led strategies
• Contribute to client meetings, presentations, and overall service delivery
• Execute client lifecycle deliverables and ensure projects remain on schedule
• Support the RFP process, compliance activities, and renewal strategies
• Review plan documents, contracts, and other benefit materials for accuracy
• Stay current on industry trends, legislation, and employee benefits best practices
• Support retention, growth, and profitability across an assigned book of business
• Deliver proactive service that strengthens client relationships and long-term partnerships
• Collaborate with internal teams to identify opportunities that enhance the client experience

Skills

Excellent communication

Relationship-building

Organizational skills

Education

Bachelor's degree or equivalent relevant work experience

Active Life & Health License

Tools

Microsoft Office

Job description

Overview

At Alera Group, our Employee Benefits teams help organizations attract, retain, and engage their workforce through creative, compliant, and competitive benefits strategies. We’re seeking a

Overview

At Alera Group, our Employee Benefits teams help organizations attract, retain, and engage their workforce through creative, compliant, and competitive benefits strategies. We’re seeking a Account Manager who will make a meaningful impact by delivering proactive client service, thoughtful benefits strategy, and a high-touch experience for both clients and employees.

About Alera Group

Alera Group was founded in 2017 and has grown to become the 14th largest broker of U.S. business. We are passionate about our clients’ success in the areas of Employee Benefits, Property and Casualty Insurance, and Financial Services. With a network of offices nationwide, our commitment to collaboration allows us to offer national resources combined with local service.

This role supports clients by ensuring benefits programs are administered accurately, aligned with strategic objectives, and compliant with all regulatory requirements. You’ll partner with internal teams and client contacts to deliver seamless execution, creative solutions, and a superior client experience.

Why Alera Group

• Meaningful Impact - Help clients and employees navigate benefits programs that drive retention, engagement, and satisfaction
• Growth & Learning - Opportunities to deepen your expertise and gain exposure to a variety of clients and industries
• Collaborative Culture - Work in a team-oriented environment that values accountability, partnership, and the principles of The Collaborative Way

Responsibilities

What You’ll Do / Your Impact

Client Partnership & Service Excellence

• Serve as a primary day-to-day contact for clients, carriers, and vendor partners
• Manage client service requests, resolve issues, and support ongoing benefit initiatives
• Build trusted relationships with client HR teams and support Consultant-led strategies
• Contribute to client meetings, presentations, and overall service delivery

Operational & Compliance Excellence

• Execute client lifecycle deliverables and ensure projects remain on schedule
• Support the RFP process, compliance activities, and renewal strategies
• Review plan documents, contracts, and other benefit materials for accuracy
• Stay current on industry trends, legislation, and employee benefits best practices

Growth & Retention

• Support retention, growth, and profitability across an assigned book of business
• Deliver proactive service that strengthens client relationships and long-term partnerships
• Collaborate with internal teams to identify opportunities that enhance the client experience

Qualifications

What You Bring

Required

• Bachelor's degree or equivalent relevant work experience
• 2–4 years of experience in a client-facing account management or client service role
• Active Life & Health License
• Strong knowledge of employee benefits and insurance programs
• Excellent communication, organization, and relationship-building skills
• Proficiency in Microsoft Office applications

Preferred

• 4–7 years of employee benefits account management experience for Senior Account Manager consideration
• Experience supporting mid-market clients
• Experience with RFPs, renewals, compliance deliverables, and carrier negotiations
• Previous mentoring or leadership experience

Core Competencies

• Client focus
• Business acumen
• Technical employee benefits knowledge
• Communication proficiency
• Collaboration and teamwork
• Organizational skills
• Problem-solving and critical thinking
• Accountability and attention to detail

Additional Information

Compensation

Salary range - $90,000 – $110,000 per year

Eligible for performance-based bonus - Yes

Benefits

Alera Group offers comprehensive benefits including medical, dental, vision, life and disability coverage, 401(k), generous PTO, and more.

Work Model

This role is Hybrid, less than 2 days in office

Professional Development – Alera Group Academy

At Alera Group, growth isn’t left to chance. Through Alera Group Academy, we provide structured development opportunities designed to help you expand your expertise and build a meaningful career.

You’ll have access to -

• Role-specific learning paths
• Leadership development programs
• Technical and compliance training
• Industry certifications and continuing education support
• Peer learning and knowledge-sharing communities

Licensure & Certifications

• Active State Life & Health License

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.

Location Type

Hybrid - 2 or less days in office