Employee Benefits Account Manager

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

Benefits offered by this job

Medical, dental, vision coverage

401(k)

Generous PTO

Job summary

Alera Group, based in New York, is seeking an Employee Benefits Account Manager to retain, grow, and manage a mid-market portfolio within the Client Service function. You will build strong client and carrier relationships and support EB initiatives in partnership with the Consultant, handling day-to-day HR interactions.

This role emphasizes client lifecycle execution, RFPs, compliance deliverables, and collaboration with Analysts.

Qualifications

• 3+ years of experience in a client-facing account manager 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

Responsibilities

• Resolve day-to-day service issues with clients/vendor partners and drive tactical execution of client lifecycle deliverables in support of the Consultant function (30%)
• Contribute to execution of Client Lifecycle/Pathway process, providing proactive planning and ensuring all tasks/deliverables are completed on time (25%)
• Prepare and manage the Request for Proposal (RFP) process with Analyst support (10%)
• Contribute to client presentations in support of the Consultant function (5%)
• Prepare and deliver Compliance deliverables to client HR function (5%)
• Review contracts, plan documents, Summary Plan Descriptions and other governing documents for accuracy and ensuring all material is sent to client in a timely manner (5%)
• Triage requests between internal and external parties for execution of client deliverables and/or projects (5%)
• Perform quality review on work completed by other team members (5%)
• Remain current on industry trends and information, competition new product development, legislation, coverages and technology (5%)
• Serve as mentor to support the development of Analysts (5%)

Skills

Client-facing

Account management

Employee benefits knowledge

Communication

Organization

Relationship-building

Tools

Microsoft Office

Job description

OVERVIEW

Position: Employee Benefits Account Manager

Summary:

Working within the Client Service function, you will be responsible for the retention, growth and profitability of a portfolio of key mid-market accounts with Client Team Lead responsibilities on those accounts. In this role, you will build and maintain strong client and carrier relationships. This individual will also promote total quality awareness by understanding and supporting EB initiatives working in support of the Consultant and managing the day-to-day relationship with client HR functions. This role is measured on execution of the Client Lifecycle/Pathway process and book of business growth including responsibility for client retention.

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

• Resolve day-to-day service issues with clients/vendor partners and drive tactical execution of client lifecycle deliverables in support of the Consultant function (30%)
• Contribute to execution of Client Lifecycle/Pathway process, providing proactive planning and ensuring all tasks/deliverables are completed on time (25%)
• Prepare and manage the Request for Proposal (RFP) process with Analyst support (10%)
• Contribute to client presentations in support of the Consultant function (5%)
• Prepare and deliver Compliance deliverables to client HR function (5%)
• Review contracts, plan documents, Summary Plan Descriptions and other governing documents for accuracy and ensuring all material is sent to client in a timely manner (5%)
• Triage requests between internal and external parties for execution of client deliverables and/or projects (5%)
• Perform quality review on work completed by other team members (5%)
• Remain current on industry trends and information, competition new product development, legislation, coverages and technology (5%)
• Serve as mentor to support the development of Analysts (5%)

QUALIFICATIONS

Required

• 3+ years of experience in a client-facing account manager 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

• 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
• Microsoft Office Products

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

Whether you’re deepening technical expertise or preparing for leadership, we’re invested in helping you grow.

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.

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.

Location Type

Hybrid - 2 or less days in office