Employee Benefits Small Group Account Manager

OVERVIEW We are seeking an Employee Benefits Small Group Account Manager to join our team Alera Group offers industry expertise in insurance services and wealth management, combined with the ability for partner firms to preserve their company cultures, staffing and business models. Alera Group has deep roots in the minority and culturally diverse communities of California. The belief that all people should have equal access to affordable health care is still at the core of the business. The company provides sales and service support throughout California and the United States. RESPONSIBILITIES Coordinate the Request for Proposal (RFP) process for clients. Collect, analyze, and report vendor/carrier data, including cost projections and renewals. Compare client health benefits data with other companies by industry or geography. Review client needs, recommend strategies, and implement benefit programs. Model employee benefits contributions to align with employer goals. Develop client communications such as proposals, reports, and presentations. Conduct open enrollment and client meetings, and attend relevant staff and carrier meetings. QUALIFICATIONS Over 3 years of experience in customer service, proposal development, or account management in employee benefits; employer interaction experience is a plus. Proficient in Microsoft Word, Excel, and PowerPoint at an intermediate level. Excellent organizational, communication (verbal and written), and interpersonal skills with strong attention to detail. Current life and health insurance license or ability to obtain it immediately; agency management system experience preferred. BENEFITS Alera Group offers comprehensive benefits to our colleagues, including medical, dental, life and disability insurance, 401k, generous paid time off and much more. Salary range is $80K to 85K per year. 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. If you're a California resident, please read the California Consumer Privacy Act prior to applying. LI-MM1 LI-Remote