[Hiring] Senior Account Manager @Alera Group

Role Description

We’re seeking a Senior Account Manager who will contribute to delivering proactive service, strategic guidance, and an exceptional client experience. This role will focus on client support and material development and will partner with group benefit consultants and other insurance professionals to bring individual disability income insurance products and offerings to employees in the mid and large employer sectors.

Responsibilities

• Client Partnership & Service Excellence
  • Serve as the primary point of contact between client HR teams, insurance carriers, and internal partners.
  • Establish enrollment timeframes, build pre‑enrollment project plans, and manage timelines and deliverables.
  • Present live virtual webinars and employee engagement sessions.
  • Schedule and lead recurring client and partner meetings to ensure enrollment progress and alignment.
• Operational & Compliance Excellence
  • Develop custom enrollment websites and employee‑facing materials.
  • Ensure accuracy of carrier rate files, enrollment content, and communications.
  • Provide call center and email support for enrollment‑related questions.
  • Conduct daily reporting on active enrollments and maintain performance metrics.
  • Perform quality reviews of materials and enrollment data to ensure compliance and accuracy.
• Growth & Retention
  • Support marketing outreach efforts, including case study development and partner materials.
  • Create PowerPoint presentations for finalist reviews, client meetings, and partner demos.
  • Strengthen long‑term client relationships through proactive communication and reliable execution.

Qualifications

• Required
  • 5+ years of experience in individual disability enrollment and project management.
  • Active Life & Health insurance license.
  • Strong understanding of group long‑term disability (LTD) plans and provisions.
  • Experience leading client‑facing enrollment activities, including virtual presentations and employee communications.
  • Intermediate to advanced proficiency in Microsoft Excel, Word, PowerPoint, and Adobe tools.
  • Strong organizational, communication, and time‑management skills.
• Preferred
  • Experience supporting mid‑ to large‑group employer enrollments.
  • Background in benefits communications or enrollment technology platforms.

Requirements

• Active State Life & Health License.
• Ability to obtain required licensure within 3 months of hire.
• Ongoing continuing education to maintain active status.

Benefits

• Comprehensive benefits including medical, dental, vision, life and disability coverage, 401(k), generous PTO, and more.
• Eligible for performance-based bonus.

Company Description

Alera Group was founded in 2017 and has grown to become the 14th largest broker of U.S. business. We are passionate about our clients’ success in the areas of Employee Benefits, Property and Casualty Insurance, and Financial Services. With a network of offices nationwide, our commitment to collaboration allows us to offer national resources combined with local service.