Senior Client Manager

Propel Insurance, Inc.; Scottsdale, Northern (AZ, KY); Hybrid; USD 90,000 - 120,000; Full time

Benefits offered by this job

Hybrid work model

Alera Group Academy

Comprehensive benefits package

Job summary

Alera Group, a leading employee benefits broker, seeks an Employee Benefits Senior Client Manager in the Scottsdale area. You will drive proactive client service, benefits strategy, and a high-touch experience for clients and employees.

You will collaborate with Benefit Consultants on overall strategy, manage complex group plans, and oversee renewal processes with a focus on regulatory compliance and exceptional service.

Qualifications

• 3–5 years of account management experience with mid to large size employee benefits clients.
• Knowledge of self-funded and fully insured group plans and regulatory requirements.
• Ability to read contracts and write routine reports and correspondence.

Responsibilities

• Facilitates renewal discussions and negotiations with insurance carriers.
• Manages calendar of client activities and coordinates prep for renewals.
• Conducts mid-year and renewal meetings and wellness strategy sessions.
• Develops relationships with HR leaders and C-suite contacts.
• Grows block of business with new clients and lines of coverage.
• Acts as liaison between carriers, vendors, and clients for renewals and changes.
• Coordinates resources to deliver client service and on-site enrollment meetings.

Skills

Account management

Customer service

Regulatory knowledge

Group benefits

Contract interpretation

Communication

MS Office

Education

Bachelor’s degree in business

Health and Life insurance license

Tools

MS Office

Job description

OVERVIEW

Senior Client Manager – Employee Benefits

Hybrid | Scottsdale, Chandler - Arizona

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 an Employee Benefits Senior Client 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 Founded in 2017, Alera Group has grown to become the 14th largest broker of U.S. business. We are passionate about our clients’ success in Employee Benefits, Property & Casualty Insurance, Retirement Plan Services, and Wealth Services. With offices nationwide, our collaborative approach allows us to deliver national strength with local service.

The Senior Client Manager performs a variety of client management activities related to the day-to-day management of BCG’s larger and/or more complex Group Benefit clients. This position works closely with BCG Benefit Consultants to develop and implement overall benefit strategy and recommendations. In addition, this position must have a good understanding of Large Group products and benefits, Self-Funded, Fully Insured and Level Funded concepts, ACA, COBRA, HIPAA laws and other State and Federal regulations. This position must demonstrate good judgment and be able to address all types of customer service issues with decisiveness.

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:

• Facilitates renewal discussions and negotiations with the insurance carriers.
• Responsible for effectively managing calendar of client activities and independently coordinating information in preparation for renewals.
• Facilitates regular meetings including the mid-year and renewal meeting, as well as Wellness strategy.
• Develop relationships with key client contacts (such as HR leaders and C-suite).
• Grow block of business with new clients and new lines of coverages.
• Carrier and client interface to solve all aspects of assigned client service responsibilities to include requests for proposals (RFP), benefit clarification, benefit design, enrollment procedures, renewal processes and general client service follow-up for medical, pharmacy, dental, vision, FSA and Cobra.
• Serve as primary relationship manager for the Sr. Client Manager’s assigned clients. This includes educating clients on our services, setting expectations, accepting feedback, project managing special needs or requests, becoming the resident expert on the clients benefit plans and eligibility rules, researching and responding to questions and issues that come up promptly and accurately.
• Coordinate resources (subject matter experts) into meetings as needed to facilitate client service delivery.
• Independently manage and coordinate client annual renewal process to ensure that client deliverables are met and all steps are carried out timely.
• Act as the liaison between all carriers and vendors to coordinate and implement changes, renewals, and new client business.
• Performs all duties related to establishing the set-up of new groups and renewal of existing groups.
• Perform on-site enrollment meetings at the client’s location.
• Ability to interpret various contracts including excess loss contracts, administrative agreements, trusts documents, plan documents, certificates, and related documents with assistance from a senior level member of the Client Services team.
• Participate in prospect meetings with the Benefit Consultant.
• Travel to client meetings/events.
• Other Duties as assigned.

QUALIFICATIONS

What You’ll Bring:

• 3 to 5 years of account management (employee benefits) experience with mid to large size clients (100+) in a broker office or employee benefit consulting firm.
• Customer Service or Call Center experience.
• Working knowledge of medical terminology, group medical insurance terminology, and regulatory requirements/restrictions.
• Experience with self-funded and/or fully insured large and small group plans.
• Ability to read and interpret contract documents and the ability to write routine reports and correspondence.
• Excellent oral and written communication skills as well as strong organizational and customer service skills.
• Excellent time management, organization and multi-tasking skills with the ability to focus on details.
• PC and MS Office application skills along with mathematical aptitude.
• Education and Certifications:
• Bachelor’s degree in business or related field preferred
• License in Health and Life insurance

ADDITIONAL INFORMATION

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

Scottsdale, Chandler

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.

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.

#LI-SE1

#LI-Hybrid

Location Type

Hybrid - 2 or less days in office