Small Group Account Specialist (Hybrid)

OVERVIEW

Our team of employees at Alera Group are highly motivated, innovative, and passionate for providing an exceptional client experience. We look for individuals interested in growing with our firm, and working in an exciting and collaborative work environment. Office Locations:

• Deerfield, IL
• Downers Grove, IL
• Chicago, IL

Are you looking to be part of a company where you have exciting opportunities to learn, grow and make a positive impact?

Join a team where each employee is empowered to listen generously, speak straight, collaborate, and build each other up through mutual accountability and shared success.

If that is what you're looking for, this is your chance to be part of an amazing organization!

As a Small Group Account Specialist you will assist in managing and servicing client relationships in collaboration with the Select Accounts team. The individual in this position will report to the Manager of Client Services, Small Group while partnering with the Vice President of Benefits Consulting and the Employee Benefits team.

RESPONSIBILITIES

• Advocate for each unique client

• Build personalized client relationships through demonstrated ownership of the client relationship and service plan

• Research, recommend and implement plan designs and strategies that meet client needs and long-term goals

• Present annual renewals and open enrollment presentations to clients, primarily virtually

• Assist in the new business and retention sales process through preparation of RFP's, proposals, and presentations

• Partner with the appropriate internal and external parties to coordinate review of SPD's, contracts, and legal documents to ensure compliance

• Use and notate systems accurately

• Take an enterprise-wide approach to client service by collaborating with other service teams to create a cohesive client service experience

• Create submissions for underwriters by engaging with clients and prospective clients on their exposures, coverages, and program needs, assembling into submission package following best practices

• Develop and maintain positive working relationships with insurance carriers, attend meetings and events as appropriate and proactively learn about their products and underwriting approaches

• Obtain and maintain all licensing and continued education requirements

QUALIFICATIONS

• Bachelor's Degree preferred

• At least one year experience as a Benefits Coordinator or equivalent required

• Life and Health Insurance State License or obtained within the first six months of employment; Alera will support further educational pursuits including licensing if necessary

• Insurance carrier and/or insurance brokerage experience required

• Working knowledge of Health and Welfare plans Ancillary Coverage including Life, Short- and Long-Term Disability, Dental, Vision, etc.

• Broad understanding of the various regulations surrounding health and welfare plans

• Effective communication skills - written and verbal

• Ability to establish priorities, work independently and proceed with objectives with little or no supervision

• Sound judgment and willingness to take on responsibility for results

• Computer skills with proficiency in Word, Excel (creating and verifying financial spreadsheets) and PowerPoint

• Exemplary relationship management and customer services skills

BENEFITS

We offer comprehensive benefits to employees, including medical, dental, STD, LTD and life insurance, 401k, paid time off and much more.

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.

If you're a California resident, please read the California Consumer Privacy Act prior to applying.

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