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.

• Support Consultant with all aspects of coordination, development and execution of annual client lifecycle
• Resolve day-to-day service issues with clients/vendor partners
• Prepare Request for Proposals (RFPs), release to market, coordinate vendor responses, support negotiations, analyze and spreadsheet results and develop client deliverables
• Review contracts, plan documents, Summary Plan Descriptions and other legal documents for accuracy and ensuring all material is sent to client in a timely manner
• Prepare client presentations with Analyst support
• Develop client communication materials, including open enrollment presentation
• Develop financial acumen by preparing underwriting projections and contribution modeling, with support from Consultant/Underwriter
• Prepare Compliance deliverables
• Attend and present at client meetings
• Delegate work effectively and make sure Analyst remains involved in client lifecycle
• Remain current on industry trends and information, new product development, legislation, coverages and technology
• Develop and maintain strong client and vendor relationships
• Remain up to date with current market conditions and status of competition

• The ideal candidate should possess the following:

  • Strong organizational and analytical skills
  • Ability to prioritize tasks and manage multiple projects with competing deadlines while producing accurate detail-oriented work
  • Oral communicationspeak clearly and persuasively in positive or negative situations and demonstrate group presentation skills
  • Written 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 setting
  • Positive and approachable, with strong interpersonal skills
  • Problem 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 quality
  • Ability to effectively engage with carriers and clients
  • Ability to establish credibility at all levels of the organization and with clients through confident communications and actions based on integrity
  • Ability to attend in-person meetings within MA, CT, RI as needed

Required skills and experience:

• Bachelors degree in Business or relevant work experience
• 3+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 vendor
• Advanced skills in Microsoft Office products, especially Word, PowerPoint and Excel
• State Life and Health license required within 90 days of joining

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.

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