Sr. Account Manager - WA

Alera Group, Inc.; Seattle (WA); Hybrid; USD 85,000 - 120,000; 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, a leading independent insurance and financial services firm, seeks a Sr. Account Manager - WA to deliver exceptional client service for employee benefits clients.

You will manage renewal strategies, enrollment planning, and ongoing account management while building trusted relationships with clients, carriers, and internal teams. Join a collaborative environment with opportunities to influence benefits programs, analyze funding and market alternatives, and drive strategic

Qualifications

• 5+ years of experience in employee benefits, client service, account management, or related field.
• Strong communication, organizational, analytical, and relationship-building skills.
• Ability to manage multiple priorities while delivering exceptional client service.
• Demonstrated experience managing complex employee benefits accounts and renewal strategies.
• Proficiency with Microsoft Office and agency management systems.
• Demonstrated ability to build strong relationships with clients, carriers, vendors, and internal stakeholders.
• Experience analyzing benefit plans, funding arrangements, and market alternatives to develop strategic recommendations.

Responsibilities

• Serve as the primary advisor for assigned employee benefits clients, including large and complex accounts.
• Lead client service delivery, renewal strategy execution, open enrollment planning, and ongoing account management.
• Analyze employee benefits programs, funding arrangements, claims experience, and market alternatives to develop strategic recommendations.
• Manage carrier and vendor relationships, including negotiations, renewals, and issue resolution.
• Prepare and deliver client presentations, renewal communications, and strategic recommendations.
• Collaborate with producers, client executives, compliance, analytics, and other subject matter experts to execute client strategies.
• Provide guidance, quality review, and informal mentorship to Client Managers and other service team members.
• Identify opportunities to strengthen client relationships, support retention efforts, and expand services where appropriate.

Skills

Client service

Account management

Communication

Organizational skills

Analytical skills

Relationship-building

Multi-priority management

Microsoft Office

Agency management systems

Education

Bachelor's degree

Tools

Applied Epic

Agency management systems

Job description

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.

Overview

Sr. Account Manager - WA

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 innovative benefits solutions. As a Sr. Account Manager - WA, you'll play an important role in delivering exceptional client service, building trusted relationships, and helping clients navigate the complexities of employee benefits.

Responsibilities

• Serve as the primary advisor for assigned employee benefits clients, including large and complex accounts
• Lead client service delivery, renewal strategy execution, open enrollment planning, and ongoing account management
• Analyze employee benefits programs, funding arrangements, claims experience, and market alternatives to develop strategic recommendations
• Manage carrier and vendor relationships, including negotiations, renewals, and issue resolution
• Prepare and deliver client presentations, renewal communications, and strategic recommendations
• Collaborate with producers, client executives, compliance, analytics, and other subject matter experts to execute client strategies
• Provide guidance, quality review, and informal mentorship to Client Managers and other service team members
• Identify opportunities to strengthen client relationships, support retention efforts, and expand services where appropriate

Qualifications

Required Qualifications

• 5+ years of experience in employee benefits, client service, account management, benefits consulting, brokerage operations, or a related field
• Strong communication, organizational, analytical, and relationship-building skills
• Ability to manage multiple priorities while delivering exceptional client service
• Demonstrated experience managing complex employee benefits accounts and renewal strategies
• Proficiency with Microsoft Office and agency management systems
• Demonstrated ability to build strong relationships with clients, carriers, vendors, and internal stakeholders
• Experience analyzing benefit plans, funding arrangements, and market alternatives to develop strategic recommendations

Licensure

• Active Life & Health Insurance License

Preferred Qualifications

• Bachelor's degree preferred or equivalent combination of education and experience
• Experience working in an independent insurance agency, brokerage, or consulting environment
• Experience with Applied Epic or other Agency Management Systems
• Professional designations such as CEBS, GBA, RHU, REBC, or similar
• Experience supporting middle market, large market, or enterprise employee benefits clients
• Experience mentoring or providing guidance to Client Managers or other service team members

Compensation

• Salary Range - $85,000-$120,000 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

• Hybrid - This role follows a hybrid work arrangement, combining in-office and remote work based on business needs and manager expectations.

Travel Requirements

Occasional travel may be required to support office implementations, training, and collaboration with project teams.

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