Alera Group, Inc.
Senior Account Manager
Alera Group, Inc., Hartford, Connecticut, us, 06112
Overview:
Alera Group is an independent, national insurance and financial services firm created in 2017 through a merger of 24 like-minded, high-performing, entrepreneurial companies. Our network of local firms is powered by a unique model of collaboration. Built on a belief that we are stronger together, we tap into our national community of problem solvers to deliver local, optimized benefits solutions to help grow and protect our clients business. The Norwalk, CT office is currently seeking an Account Manager to support the Employee Benefits team.Responsibilities:Support Consultant with all aspects of coordination, development and execution of annual client lifecycleResolve day-to-day service issues with clients/vendor partnersPrepare Request for Proposals (RFPs), release to market, coordinate vendor responses, support negotiations, analyze and spreadsheet results and develop client deliverablesReview contracts, plan documents, Summary Plan Descriptions and other legal documents for accuracy and ensuring all material is sent to client in a timely mannerPrepare client presentations with Analyst supportDevelop client communication materials, including open enrollment presentationDevelop financial acumen by preparing underwriting projections and contribution modeling, with support from Consultant/UnderwriterPrepare Compliance deliverablesAttend and present at client meetingsDelegate work effectively and make sure Analyst remains involved in client lifecycleRemain current on industry trends and information, new product development, legislation, coverages and technologyDevelop and maintain strong client and vendor relationshipsRemain up to date with current market conditions and status of competitionQualifications:
The ideal candidate should possess the following:Strong organizational and analytical skillsAbility to prioritize tasks and manage multiple projects with competing deadlines while producing accurate detail-oriented workOral communicationspeak clearly and persuasively in positive or negative situations and demonstrate group presentation skillsWritten communicationedit work for spelling and grammar, present numerical data effectively. Ability to read and interpret documents such as insurance policies, contracts, and procedure manuals. Ability to write routine reports and correspondence within a format or develop formats for customized or original documents.Ability to work independently as well as in a team settingPositive and approachable, with strong interpersonal skillsProblem solving identify and resolve problems in a timely manner, gather and analyze information skillfully and maintain confidentiality.Quality control demonstrate accuracy and thoroughness and monitor own work to ensure qualityAbility to effectively engage with carriers and clientsAbility to establish credibility at all levels of the organization and with clients through confident communications and actions based on integrityAbility to attend in-person meetings within MA, CT, RI as needed
Required skills and experience:Bachelors degree in Business or relevant work experience3+years of professional experience in the following areas:Strong technical knowledge of employee benefits and policies in the Large group market space (100+ lives)Design/management of health and welfare plans gained in a consulting or brokerage environment or similar experience in a consultative role gained at a carrier or vendorAdvanced skills in Microsoft Office products, especially Word, PowerPoint and ExcelState Life and Health license required within 90 days of joining
Equal Opportunity Employment: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.If you're a California resident, please read the California Consumer Privacy Act prior to applying.#LI-DV1#LI-Remote
Alera Group is an independent, national insurance and financial services firm created in 2017 through a merger of 24 like-minded, high-performing, entrepreneurial companies. Our network of local firms is powered by a unique model of collaboration. Built on a belief that we are stronger together, we tap into our national community of problem solvers to deliver local, optimized benefits solutions to help grow and protect our clients business. The Norwalk, CT office is currently seeking an Account Manager to support the Employee Benefits team.Responsibilities:Support Consultant with all aspects of coordination, development and execution of annual client lifecycleResolve day-to-day service issues with clients/vendor partnersPrepare Request for Proposals (RFPs), release to market, coordinate vendor responses, support negotiations, analyze and spreadsheet results and develop client deliverablesReview contracts, plan documents, Summary Plan Descriptions and other legal documents for accuracy and ensuring all material is sent to client in a timely mannerPrepare client presentations with Analyst supportDevelop client communication materials, including open enrollment presentationDevelop financial acumen by preparing underwriting projections and contribution modeling, with support from Consultant/UnderwriterPrepare Compliance deliverablesAttend and present at client meetingsDelegate work effectively and make sure Analyst remains involved in client lifecycleRemain current on industry trends and information, new product development, legislation, coverages and technologyDevelop and maintain strong client and vendor relationshipsRemain up to date with current market conditions and status of competitionQualifications:
The ideal candidate should possess the following:Strong organizational and analytical skillsAbility to prioritize tasks and manage multiple projects with competing deadlines while producing accurate detail-oriented workOral communicationspeak clearly and persuasively in positive or negative situations and demonstrate group presentation skillsWritten communicationedit work for spelling and grammar, present numerical data effectively. Ability to read and interpret documents such as insurance policies, contracts, and procedure manuals. Ability to write routine reports and correspondence within a format or develop formats for customized or original documents.Ability to work independently as well as in a team settingPositive and approachable, with strong interpersonal skillsProblem solving identify and resolve problems in a timely manner, gather and analyze information skillfully and maintain confidentiality.Quality control demonstrate accuracy and thoroughness and monitor own work to ensure qualityAbility to effectively engage with carriers and clientsAbility to establish credibility at all levels of the organization and with clients through confident communications and actions based on integrityAbility to attend in-person meetings within MA, CT, RI as needed
Required skills and experience:Bachelors degree in Business or relevant work experience3+years of professional experience in the following areas:Strong technical knowledge of employee benefits and policies in the Large group market space (100+ lives)Design/management of health and welfare plans gained in a consulting or brokerage environment or similar experience in a consultative role gained at a carrier or vendorAdvanced skills in Microsoft Office products, especially Word, PowerPoint and ExcelState Life and Health license required within 90 days of joining
Equal Opportunity Employment: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.If you're a California resident, please read the California Consumer Privacy Act prior to applying.#LI-DV1#LI-Remote