Employee Benefits Team Lead - Alera Group : Job Details

Position Summary

Alera Group is currently seeking a talented and personable Employee Benefits Senior Account Executive & Team Lead for a new hybrid opportunity with their team based in Los Angeles, CA.

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!

This client-focused position is responsible for supervising the employee benefits service team, while also retaining, growing, and servicing the book of business.

They will have advanced knowledge of fully insured, level funded, and self-funded group insurance products, the various financial and insurance arrangements available for these coverages, the various types of third-party administration services available, and the behind-the-scenes work that those plans require from a compliance, renewal, and member experience perspective.

Responsibilities

• Manage assigned book of business by meeting retention goals, while also identifying and pursuing cross-sell opportunities
• Cultivate and maintain executive-level relationships with clients; cultivate strong relationships with decision maker(s) in each client organization as well as with day-to-day client contacts
• Responsible for overall client strategy; identify, develop and recommend strategic solutions based on client s needs and applicable regulations
• Ensure high level of client satisfaction and exceptional service delivery through education on products, processes, and services and communication around due dates, timelines, and actions needed
• Present at client pre-renewal meetings, renewal presentations, open enrollment meetings, and other virtual or face to face meetings in a clear and concise manner; always with enthusiasm and professionalism
• Work closely with service team to ensure client s service and support needs are met throughout the benefits lifecycle
• Maintain a high level of credibility and working relationship with insurance carriers, internal partners, vendors and TPA s
• Maintain and continually develop knowledge of products, technology, and regulatory issues that impact clients. This may require both self-study and attendance at trainings, webinars and industry events
• Establish a positive client and member experience by serving as an escalation point of contact on a diverse range of topics, including eligibility, billing, claims, implementation, and compliance
• Work closely with leadership to recommend and develop best practices, striving for continuous improvement
• Other duties as assigned; be ready and willing to complete any take where assistance is needed to best support clients

Team Leader Responsibilities

• Overall responsibility for the day-to-day oversight of employee benefits service team; holding team members accountable to their roles and responsibilities and ensuring all client meets or exceeds Company standards.
• Actively lead and participate in internal meetings; ensuring timelines are met, workflows are followed, and team adheres to defined procedures
• Provide coaching and mentorship to service team members to assist them with training, development, career pathing, and performance improvement.
• Oversee the creation and maintenance of plan documents, contracts, benefit summaries, open enrollment presentations, compliance materials and all other client facing documents
• Ensure client work is prepared and peer reviewed, ensuring for content and accuracy according to Company service standards and compliance Experience & Education
• Bachelor s degree or equivalent combination of education and experience
• life and health licenses required, other industry related certifications a plus
• Advanced knowledge of benefit plans and related regulations (medical, dental, vision, LTD, STD, Life, FSA, HSA, HRA, COBRA, FMLA, ACA etc.), typically obtained from 10+ years experience in employee benefits
• Highly proficient in MS Office Suite
• Ability to regularly travel for networking as well as to prospect and client locations Working knowledge of state and federal compliance laws