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Alera Group is seeking an Director of Key Accounts to join our Employee Benefits 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!
Alera Group is an independent, national insurance and financial services firm created in 2016 through a merger of 24 like-minded, high-performing, entrepreneurial firms. Our founding firms worked together to leverage powerful relationships, industry expertise and resources with the goal of elevating the client experience. We laugh, we have fun, we support our community, and we are the driving force behind the company’s 45+ years of success. Now, all we need is you!
The Director, Key Accounts (Employee Benefits) is a market segment client leadership position responsible for developing the overall account management strategy and process for the functional area. This position leads a client service team, strengthen the firm’s relationship with existing clients, and drives continuous improvements with an ultimate focus on business growth and client retention. To do so, this leadership position collaborates locally, regionally, and nationally, and develops and leads high performing teams.
In concert with the regional and national team, develop the strategy, approach, and process for service delivery across client types for delivery and execution by the various account management roles in support of our business goals and strategy of the client:
- Manage a limited number of client relationships, and have oversight of the unit’s full client relationships, assignments, client experience and retention
- Foster internal and external partnerships to ensure successful understanding and execution of client goals
- Prioritize market segment objectives in an ever-changing and fast-paced environment and demonstrate advanced knowledge of current healthcare industry and trends
- Design and implement strategies for the market segment team to strengthen new and existing relationships by actively investigating clients’ needs through effective questioning and listening
- Deliver a proactive servicing approach to the market segment with a strong sense of urgency and advanced problem-solving skills
- Create and implement the employee retention strategy for the market segment
Lead and manage a team of Account Executives, Account Managers, Benefits Coordinators, and/or others as assigned:
- Manage and mentor the team
- Serve as coach for large client relationships and provide sales support
- Establish expectations for interviewing and recruitment process for new team members
- Represent the needs of the client service team through active listening, mentoring, ongoing measurement systems, and feedback to executive leadership
- Work closely with peers and the Employee Benefits Leadership Team to develop and continually evaluate best practices
Assist producers in new business opportunities and introducing and assigning new accounts to team members:
- Assist in developing Request for Proposal responses to support new business development and client retention
- Participate in prospective client meetings, representing the capabilities of the organization and team
- Leverage internal and external resources and partnerships to offer creative solutions for both internal and external challenges
Monitor and evaluate ongoing reporting related to revenue attainment:
- Develop strategies to ensure budget goals are met
- Determine market segment team structure in alignment with established budget
- Implement plans to ensure successful team workloads and identification of resources needed
Foster strong relationships with carriers and actuarial partners to ensure successful outcomes on behalf of clients:
- Proactively learn about products, services, and underwriting approaches
- Attend meetings and events as appropriate to foster positive relationships
- Bachelor’s Degree or equivalent employee benefits work experience
- Life and Health Insurance State License (Required)
- Minimum 10 years of employee benefits experience (insurance carrier and/or insurance brokerage experience preferred)
- Advanced knowledge of
- Health and Welfare plans – HMO, PPO, CDHP
- Ancillary Coverage including Life, Short- and Long-Term Disability, Dental, Vision, etc.
- Broad understanding of the various regulations surrounding health and welfare plans
- Ability to establish priorities and work independently
- Sound judgment and willingness to take on responsibility for results
- Exemplary relationship management and customer services skills
- Excellent organization, communication, and negotiation skills
- Management experience preferred
- Computer skills with proficiency in Word, Excel (creating and verifying financial spreadsheets) and PowerPoint
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.
PandoLogic. Category:Human Resources
