Employee Benefits, Account Manager

Location
Placentia
Workplace
Hybrid

About this role

OVERVIEW

Employee Benefits Account Manager
Location: Hybrid

 

We’re seeking an Employee Benefits Account Manager (up to Account Executive) who will support client service excellence, and operational accuracy.

 

 

About Alera Group
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.

 

Why Alera Group

  • Meaningful Impact: Help clients and employees navigate benefits programs that drive retention, engagement, and satisfaction

  • Growth & Learning: Opportunities to deepen your expertise and gain exposure to a variety of clients and industries

  • Collaborative Culture: Work in a team-oriented environment that values accountability, partnership, and the principles of The Collaborative Way


RESPONSIBILITIES

What You’ll Do / Your Impact

  • Serve as primary day-to-day contact for employee benefits clients 
  • Manage renewals including marketing, proposals, and carrier negotiations 
  • Coordinate onboarding and open enrollment processes 
  • Resolve claims, billing issues, and eligibility updates 
  • Facilitate client meetings including renewals and mid-year reviews 
  • Support compliance with ACA, HIPAA, COBRA, and ERISA 
  • Partner with Producers and internal SMEs on client strategies/ solutions 
  • Identify opportunities for account growth and retention 

QUALIFICATIONS

What You Bring

Required

  • 3+ years of employee benefits or group insurance experience 
  • Knowledge of medical, dental, vision, life, and disability plans 
  • Active Life & Health License – California (or ability to obtain) 
  • Strong communication and organizational skills 
  • Ability to manage multiple accounts and deadlines 
  • Strong technical ability within agency mangement system(s)

Core Competencies

  • Detail orientation
  • Accountability and follow‑through
  • Collaborative mindset
  • Client‑first thinking
  • Technical accuracy and judgment
  • Continuous improvement mindset

ADDITIONAL INFORMATION

Compensation:
Salary range: $60,000 – $110,000 per year depending on experience
Eligible for performance-based bonus: Yes

 

Benefits:
Alera Group offers comprehensive benefits including medical, dental, vision, life and disability coverage, 401(k), generous PTO, and more.

 

Work Model:
This role is Hybrid

 

Professional Development – Alera Group Academy

At Alera Group, growth isn’t left to chance. Through Alera Group Academy, we provide structured development opportunities designed to help you expand your expertise and build a meaningful career.

You’ll have access to:

  • Role-specific learning paths

  • Leadership development programs

  • Technical and compliance training

  • Industry certifications and continuing education support

  • Peer learning and knowledge-sharing communities

Whether you’re deepening technical expertise or preparing for leadership, we’re invested in helping you grow.

 

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.

Alera Group is committed to protecting your privacy. Please review our Privacy Policy to understand what personal information we may collect and use as part of your application process.

 

#LI-MM1

#LI-Hybrid


Location Type

Hybrid - 3 or more days in office - Office UKG Work location

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Top Benefits

  • Medical
  • Dental
  • Vision
  • Life
  • Disability coverage
  • 401(k)
  • Paid time off