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Sr. Account Manager - WA

Alera Group
Seattle, USA
Full-time
Senior · 5+ years experience
Hybrid
USD 85000-120000 yearly / year
Discovered 1 months ago
Microsoft OfficeApplied EpicAgency Management Systems

Full Job Posting

About Alera Group

Founded in 2017, Alera Group is one of the nation's leading independent insurance and financial services firms. We combine the strength of a national organization with the personalized service of local experts to help clients succeed across Employee Benefits, Property & Casualty Insurance, Retirement Plan Services, Wealth Services, and Human Capital Solutions.

Why Join Alera Group?

Collaborate with purpose – Work alongside colleagues who believe the best results come from strong partnerships, shared expertise, and supporting one another.

Build your career – Expand your expertise through meaningful work, continuous learning, and opportunities to grow across a national organization.

Make an impact – Help clients navigate complex challenges while contributing to solutions that make a difference for their businesses, employees, and communities.

The Opportunity

At Alera Group, our Employee Benefits team helps organizations attract, retain, and support their employees through innovative benefits solutions. As a Sr. Account Manager - WA , you'll play an important role in delivering exceptional client service, building trusted relationships, and helping clients navigate the complexities of employee benefits.

Serve as the primary advisor for assigned employee benefits clients, including large and complex accounts

Lead client service delivery, renewal strategy execution, open enrollment planning, and ongoing account management

Analyze employee benefits programs, funding arrangements, claims experience, and market alternatives to develop strategic recommendations

Manage carrier and vendor relationships, including negotiations, renewals, and issue resolution

Prepare and deliver client presentations, renewal communications, and strategic recommendations

Collaborate with producers, client executives, compliance, analytics, and other subject matter experts to execute client strategies

Provide guidance, quality review, and informal mentorship to Client Managers and other service team members

Identify opportunities to strengthen client relationships, support retention efforts, and expand services where appropriate

5+ years of experience in employee benefits, client service, account management, benefits consulting, brokerage operations, or a related field

Strong communication, organizational, analytical, and relationship-building skills

Ability to manage multiple priorities while delivering exceptional client service

Demonstrated experience managing complex employee benefits accounts and renewal strategies

Proficiency with Microsoft Office and agency management systems

Demonstrated ability to build strong relationships with clients, carriers, vendors, and internal stakeholders

Experience analyzing benefit plans, funding arrangements, and market alternatives to develop strategic recommendations

Active Life & Health Insurance License

Bachelor's degree preferred or equivalent combination of education and experience

Experience working in an independent insurance agency, brokerage, or consulting environment

Experience with Applied Epic or other Agency Management Systems

Professional designations such as CEBS, GBA, RHU, REBC , or similar

Experience supporting middle market, large market, or enterprise employee benefits clients

Experience mentoring or providing guidance to Client Managers or other service team members

Salary Range: $85,000-$120,000 annually

Medical, dental, and vision insurance

Life and disability coverage

401(k)

Generous paid time off

Professional development and career growth opportunities

Work Arrangement

This position is Hybrid

Hybrid: This role follows a hybrid work arrangement, combining in-office and remote work based on business needs and manager expectations.

Travel Requirements: Occasional travel may be required to support office implementations, training, and collaboration with project teams.

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.

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