What are the responsibilities and job description for the Small Employer Account Manager position at Alera Group?
Banasky Alera Group Agency, LLC is seeking a Small Group Account Manager to join their Commercial Lines team!
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!
Since 1955, Banasky has developed strong relationships with our clients. Our goal is to understand our clients’ businesses and the risks associated with their operations by providing the best tools, expertise, and insurance services to minimize their losses, save money, and improve the overall safety of their business.
- Coordinate the Request for Proposal (RFP) process on behalf of a client.
- Collect, analyze and interpret data from vendors/carriers for reporting to the client, including cost projections and evaluation of vendor renewals.
- Gather health benefits data and compare a client’s plan information to other companies by industry or geography.
- Review client needs recommend suitable approaches and help implement benefit program strategies.
- Model employee benefits contributions to meet employer objectives.
- Develop client communications, including proposals, reports, spreadsheets, and presentations.
- Assist with employer-level client service needs.
- Conduct open enrollment and client meetings virtually or in person, when possible.
- Attend staff meetings, department, and carrier meetings as well as educational workshops.
- 3 years experience in customer service, proposal development, or account management in an employee benefit setting. Experience working with employers is a plus.
- Intermediate-level expertise in Microsoft Word, Excel, and PowerPoint.
- Excellent organizational, interpersonal, verbal, and written communication skills.
- Strong attention to detail and ability to self-check work.
- Strong problem-solving skills.
- Current CA life and health insurance license or ability to obtain immediately.
- Agency management system experience preferred.
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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