OVERVIEWSr. Account Manager - WAThe OpportunityAt 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
QUALIFICATIONSRequired 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
BenefitsEligible 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 INFORMATIONWork ArrangementThis 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.
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Location TypeHybrid - 2 or less days in office
