Associate Account Manager Employee Benefits Specialist
Company: Alera Group
Location: New Richmond
Posted on: October 1, 2024
Job Description:
Job SummaryWe are seeking an Associate Account Manager to join
our Employee Benefits Team at Alera Group. This role will support
Account Managers and Account Executives in retaining existing
accounts, providing prompt and efficient service to designated
accounts and internal colleagues.Key Responsibilities
- Support account management team in servicing clients, preparing
employee-facing materials and presentations, and conducting
employee meetings to educate on benefits.
- Review customer forms, enrollment applications, and master
applications for accuracy and completeness, and submit to
carriers.
- Partner with account team to provide excellent, unified service
to clients, proactively managing all aspects of the client
lifecycle.
- Maintain accurate and complete client data in the client
relationship management database, including documentation and
management of action items and client interaction.
- Adhere to service model and timelines developed to maintain
profitable business while delighting the client.
- Maintain a strong and productive working relationship with
carriers and a clear understanding of the products and services
offered.
- Represent Alera Group in a professional manner at social
functions in the community.Requirements
- Associate degree or equivalent work experience in financial
services or benefit services related position.
- Ability to read and interpret documents such as summary plan
descriptions, insurance certificates, and contracts.
- Document on-going activities clearly and communicate difficult,
industry topics in a clear, concise manner.
- Ability to calculate figures and apply basic mathematical
concepts, solve problems, and deal with a variety of
variables.
- Ability to interpret a variety of instructions furnished in
written, oral, diagram, or schedule form.What We OfferWe offer
comprehensive benefits to employees, including medical, dental,
STD, LTD, and life insurance, 401k, paid time off, and much more.We
are an equal opportunity employer and welcome applications from all
qualified candidates. Please note that we are an equal opportunity
employer and do not discriminate on the basis of race, color,
religion, sex, sexual orientation, gender identity, national
origin, veteran or disability status.
Keywords: Alera Group, Minneapolis , Associate Account Manager Employee Benefits Specialist, Executive , New Richmond, Minnesota
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