Small-Group Benefits Account Manager | Hybrid

Propel Insurance, Inc.; New York (NY, CT); Hybrid; USD 65,000 - 70,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

Life and disability coverage

401(k)

Generous paid time off

Professional development and career成长

Job summary

Alera Group is seeking an Employee Benefits Account Manager - Small Group in Hybrid NY/NJ/CT markets. You will manage a book of small-group clients, handle day-to-day service, renewals, and benefits administration, while collaborating with carriers and internal teams to ensure client satisfaction.

You will support open enrollment, communicate plan options, and maintain accurate client records, contributing to retention and growth across tri-state markets.

Qualifications

• 2+ years of Employee Benefits account management, client service, or related insurance experience.
• Experience with small-group Employee Benefits clients, preferably within an insurance brokerage or agency.
• Experience with both fully insured and level-funded benefit plans.
• Ability to manage a high-volume book of business with multiple clients, renewals, and 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.

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.

Skills

Client service

Relationship management

Communication

Organizational skills

Attention to detail

Microsoft Office

Tools

Microsoft Office

Job description

Alera Group is seeking an Employee Benefits Account Manager - Small Group in Hybrid NY/NJ/CT markets. You will manage a book of small-group clients, handle day-to-day service, renewals, and benefits administration, while collaborating with carriers and internal teams to ensure client satisfaction.

You will support open enrollment, communicate plan options, and maintain accurate client records, contributing to retention and growth across tri-state markets.