Client Service Account Manager

Alera Group
Bethlehem, Pennsylvania
Not Specified
Nov 11, 2022
Jan 10, 2023
Job Type
Not Specified
Career Level
Not Specified


HMK Insurance, an Alera Group Company is seeking an Employee Benefits Client Service Account Manager to join their 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!


The primary responsibility of this Employee Benefits Client Service Account Manager will be to handle day-to-day, logistical
and administrative aspects of new and existing small business group accounts (≤ 5 lives). Your responsibilities include:

  • Handle all claim, billing, and enrollment issues directly with the client.
  • Track all current issues and client correspondence in the agency software tracking system.
  • Coordinate quoting for small group medical and ancillary renewal business.
  • Prepare proposals and other important documents for renewal meetings.
  • Manage open enrollment and implementation at renewal.
  • Provide support with other customer-related issues and projects as needed.
  • Resolve all other client situations as needed.
  • Serve as a point of contact for clients to help them resolve carrier and internal personnel
  • Manage and respond to client inquiries within the 24-hour time frame.
  • Build strong relationships with clients.
  • Process changes to plans, and maintain electronic files.
  • Support other Account Managers with open enrollments and implementations in larger market
    segments when needed.
  • Support Operations Manager in preparing proposals, enrollment materials for clients, enrollment
    information for carriers, and/or other clerical/support duties as needed.

  • Minimum three (3) years of related insurance experience.
  • Associate or Bachelor's degree preferred.
  • Must possess and maintain a Producer Life/Accident/Health license in the state of PA.
  • Knowledge of insurance products and plans, exceptional organizational skills.
  • Advanced computer skills required – MS-Office-Word, Excel & Powerpoint and experience in
    database systems, formatting formulas in Excel a plus.
Equal Opportunity Employment

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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