Employee Benefits Account Manager - Small Group

At Alera Group, our Employee Benefits team helps organizations attract, retain, and support their employees through effective benefits solutions. As an Employee Benefits Account Manager - Small Group, you’ll manage a book of small-group clients across the Tri-State market, providing day-to-day service, renewal support, and ongoing benefits administration.

This role is ideal for someone who understands the fast-paced nature of small-group benefits and can confidently manage multiple client relationships across New York, New Jersey, and Connecticut. The client portfolio will primarily include fully insured groups, with some exposure to level-funded plans.

• Manage a book of small-group Employee Benefits clients, primarily across New York, New Jersey, and Connecticut
• Serve as a primary point of contact for clients, providing responsive day-to-day service and building strong, long-term relationships
• Manage client renewals from start to finish, including gathering information, coordinating with carriers, reviewing plan options, and supporting implementation
• Partner with carriers and internal teams to resolve eligibility, enrollment, billing, claims, and other service-related issues
• Support clients with benefit plan changes, open enrollment, employee communications, and ongoing benefits administration
• Review benefit summaries, plan documents, renewal materials, and other client deliverables for accuracy
• Help clients understand available benefit options and navigate carrier requirements
• Manage multiple client accounts, deadlines, and service needs while maintaining a high level of accuracy and responsiveness
• Work across different state markets and carrier environments, adapting to differences in the NY, NJ, and CT small-group markets
• Maintain accurate client and account information within agency management and benefits technology platforms
• Collaborate closely with producers, account team members, carrier partners, and other internal resources to support client retention and satisfaction

Required Qualifications

• 2+ years of Employee Benefits account management, client service, or related insurance experience
  
• Experience working with small-group Employee Benefits clients, preferably within an insurance brokerage or agency environment
  
• Experience with both fully insured and level-funded benefit plans
  
• Ability to manage a high-volume book of business with multiple clients, renewals, and competing deadlines
  
• Strong client service and relationship-management skills
  
• Strong organizational skills and attention to detail
  
• Ability to communicate effectively with clients, carriers, and internal partners
  
• Ability to learn and work across multiple state markets, particularly New York, New Jersey, and Connecticut
  
• Proficiency with Microsoft Office applications

Licensure

• Active Life & Health Insurance License required