Junior Account Manager

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📌 Core Information

🔹 Job Title: Junior Account Manager

🔹 Company: Alera Group

🔹 Location: Dallas, Texas, United States

🔹 Job Type: On-site

🔹 Category: 💼 Account Management

🔹 Date Posted: April 1, 2025

🔹 Experience Level: 0-2 years

🔹 Remote Status: Hybrid

📌 Essential Job Details

🚀 Job Overview

Key aspects of this role include:

• Providing exceptional service within the Employee Benefits Health and Welfare team.
• Collaborating with various internal teams and external partners.
• Assisting in the placement and servicing of employee benefits.
• Ensuring regulatory compliance and staying up-to-date with industry changes.

ASSUMPTION: The role is defined as hybrid in the description, indicating flexibility between on-site and remote work, though the main focus is likely on local presence for client interaction.

📋 Key Responsibilities

✅ Assist with all aspects of the placement and service of employee benefits for Alera Group clients.

✅ Work with vendors and partners to resolve claims and benefits-related issues.

✅ Process in-force client service issues and requests.

✅ Explain administrative processes for employee enrollment, changes, and terminations.

✅ Update benefits client portal websites as requested.

✅ Assist with audits, required filings, and compliance initiatives.

✅ Coordinate the annual Open Enrollment process.

✅ Ensure compliance with legislative updates relating to benefits.

ASSUMPTION: The responsibilities may also involve occasionally leading special projects and tasks assigned by management, requiring a flexible approach to workload.

🎯 Required Qualifications

Education: College degree preferred; equivalent experience considered.

Experience: Experience in health and welfare benefits and ACA requirements is preferred.

Required Skills:

• Strong customer service orientation.
• Professional collaboration with varied stakeholders.
• Proficiency in MS Office Suite, particularly Outlook and Excel.

Preferred Skills:

• Experience with Zywave products, especially BrokerageBuilder.
• Life and Health insurance licensing or willingness to obtain within 90 days.

ASSUMPTION: While a college degree is preferred, practical experience in similar roles may be deemed an adequate substitute.

💰 Compensation & Benefits

Salary Range: Not specified; generally based on industry standards for similar roles.

Benefits:

• Medical, dental, life, and disability insurance.
• 401k with matching contributions.
• Generous paid time off.

Working Hours: Standard 40-hour workweek, with potential for adjustments in a hybrid model.

ASSUMPTION: Compensation is competitive and likely aligned with industry standards for similar positions in the region.

📌 Applicant Insights

🔍 Company Context

Industry: Insurance, offering a broad range of solutions including employee benefits and wealth services.

Company Size: 501-1,000 employees, indicating a mid-sized company with the potential for more personalized career development.

Founded: Alera Group was founded in 2017, quickly growing to be a significant player in the industry.

Company Description:

• Ranked as the 15th largest broker in the US.
• Provides innovative insurance and consulting services.
• Boasts a strong network of offices nationwide for a combined local and national service approach.

Company Specialties:

• Commercial Insurance
• Employee Benefits
• Personal and Surety Bonds

Company Website: http://www.propelinsurance.com/

ASSUMPTION: The company’s rapid growth suggests a dynamic environment that could be appealing to ambitious professionals looking for advancement.

📊 Role Analysis

Career Level: Entry to early career, ideal for those starting in account management.

Reporting Structure: Likely reports to Senior Account Manager or Account Management Leader.

Work Arrangement: Hybrid, offering flexibility between remote work and office presence in Dallas, TX.

Growth Opportunities:

• Opportunities to advance into senior account management roles.
• Potential for professional development through diverse project involvement.
• Access to company-wide development resources and training.

ASSUMPTION: Career progression within the firm is encouraged, particularly for those demonstrating significant initiative and successful client relations.

🌍 Location & Work Environment

Office Type: Corporate office environment with access to industry resources.

Office Location(s): Dallas office likely central for client interaction within the Texan market.

Geographic Context:

• Located in a major urban center with vibrant business sectors.
• Ample opportunity for networking and professional growth within Dallas.
• Access to a diverse client base spanning various industries.

Work Schedule: Predominantly a fixed schedule with any hybrid flexibility determined by departmental needs.

ASSUMPTION: Regular physical presence is required for effective client management, with hybrid work focused on planning and administrative tasks.

💼 Interview & Application Insights

Typical Process:

• Initial application review and screening.
• Interview with the hiring team, potentially including a panel interview.
• Final interviews and negotiations for selected candidates.

Key Assessment Areas:

• Understanding of health and welfare benefits.
• Customer service capabilities.
• Collaborative and organizational skills.

Application Tips:

• Highlight relevant experience in health benefits.
• Showcase collaborative projects and adaptability.
• Detail experience with relevant software (e.g., MS Office Suite, Zywave).

ATS Keywords: Customer Service, Account Management, Health Benefits, Compliance, Regulatory Updates, Benefits Coordination

ASSUMPTION: The recruitment emphasis is on candidates with strong team-working abilities and problem-solving skills specific to account management.

🛠️ Tools & Technologies

• MS Office Suite (Outlook & Excel)
• Zywave Products
• Various carrier and provider software systems

ASSUMPTION: Familiarity with industry-standard software indicates an expectation for efficiency and productivity enhancements.

👔 Cultural Fit Considerations

Company Values:

• Commitment to client success
• Focus on collaboration and innovation
• Ethical and transparent business practices

Work Style:

• Collaborative team environment
• Client-focused service approach
• Detail-oriented and compliance-driven work style

Self-Assessment Questions:

• Can you demonstrate strong customer service and problem-solving skills?
• How do you prioritize tasks in a fast-paced environment?
• What strategies do you use to stay compliant with industry regulations?

ASSUMPTION: The company culture likely values individuals who are proactive, reliable, and committed to continuous improvement.

⚠️ Potential Challenges

• Managing a broad portfolio of client accounts efficiently
• Staying current with frequent legislative changes affecting benefits
• Balancing client expectations with regulatory compliance
• Maintaining clear communication across teams and external parties

ASSUMPTION: Emphasis on adaptability suggests a need for candidates comfortable with dynamic and evolving industry environments.

📈 Similar Roles Comparison

• Similar roles may place less emphasis on collaboration with external partners.
• This position might offer more direct client interaction than other entry-level management roles.
• Comparable positions in different industries may require less regulatory knowledge.

ASSUMPTION: The focus on legislative compliance and client interaction differentiates this role from broader account management positions.

📝 Sample Projects

• Coordinating a major open enrollment period for a large client.
• Implementing a new client portal interface to enhance user experience.
• Leading compliance training sessions for team members.

ASSUMPTION: Project opportunities in this position can enhance skills pertinent to regulatory compliance and effective client relationship management.

❓ Key Questions to Ask During Interview

• What are the primary expectations for this role within the first 90 days?
• How does this team define and measure success?
• Can you describe a typical day in this position?
• What tools and resources are available for professional development?
• How does Alera Group approach team collaboration and problem-solving?

ASSUMPTION: Asking insightful questions can demonstrate a candidate's genuine interest and help clarify role expectations.

📌 Next Steps for Applicants

To apply for this position:

• Submit your application through this link
• Ensure your resume incorporates relevant experience and align with the role's ATS keywords.
• Prepare examples of past work that highlight your adaptability and teamwork.
• Be proactive in following up post-application to express continued interest.
• Stay informed about any updates or additional application requirements.

⚠️ This job description contains AI-assisted information. Details should be verified directly with the employer before making decisions.

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