Account Executive / Client Team Lead - Employee Benefits
Job Description
Account Executive / Client Team Lead – Employee Benefits
Remote
At Alera Group, our Employee Benefits teams help organizations attract, retain, and engage their workforce through creative, compliant, and competitive benefits strategies. We’re seeking a Account Executive / Client Team Lead who will make a meaningful impact by delivering proactive client service, thoughtful benefits strategy, and a high-touch experience for both clients and employees.
About Alera Group
Alera Group was founded in 2017 and has grown to become the 14th largest broker of U.S. business. We are passionate about our clients’ success in the areas of Employee Benefits, Property and Casualty Insurance, and Financial Services. With a network of offices nationwide, our commitment to collaboration allows us to offer national resources combined with local service.
This role supports clients by ensuring benefits programs are administered accurately, aligned with strategic objectives, and compliant with all regulatory requirements. You’ll partner with internal teams and client contacts to deliver seamless execution, creative solutions, and a superior client experience.
Why Alera Group
Meaningful Impact: Help clients and employees navigate benefits programs that drive retention, engagement, and satisfaction
Growth & Learning: Opportunities to deepen your expertise and gain exposure to a variety of clients and industries
Collaborative Culture: Work in a team-oriented environment that values accountability, partnership, and the principles of The Collaborative Way
RESPONSIBILITIES
What You’ll Do / Your Impact
Client Partnership & Strategic Leadership
- Serve as a senior Account Executive for large group employee benefits clients
- Develop and maintain strong relationships with business owners and key decision‑makers
- Present strategic benefit solutions and proposals, including emerging products and carrier strategies
- Conduct open enrollment meetings and client presentations as requested
- Strengthen client relationships through proactive engagement and service excellence
Sales Growth & Revenue Development
- Identify and develop new business opportunities and maintain prospect activity
- Meet annual sales goals established with sales leadership
- Identify cross‑selling opportunities with Commercial and Personal Lines
- Negotiate competitive carrier arrangements to support revenue and contingency opportunities
Team Leadership & Collaboration
- Act as a formal Team Lead, driving organization, communication, and efficiency across the Large Group team
- Mentor, support, and guide Account Managers and other service team members
- Monitor team performance and assist with development planning and performance discussions
- Manage team scheduling, PTO coordination, and workload alignment
- Foster a positive, collaborative, and accountable team environment
Operational & Compliance Excellence
- Partner with Account Managers and service team members to ensure accurate, timely client service delivery
- Follow insurance standards, compliance requirements, and ethical guidelines
- Handle sensitive and confidential information with professionalism and discretion
- Stay current on industry trends, compliance updates, products, and technology
QUALIFICATIONS
What You Bring
Required
- Bachelor’s degree in Business or a related field, or equivalent professional experience
- 2+ years of professional experience in employee benefits or related client‑facing roles
- Active Life, Health, and Accident insurance license
- Strong knowledge of employee benefits products and market dynamics
- Excellent verbal and written communication skills
- Strong organizational, time‑management, and leadership skills
- High attention to detail with a self‑motivated work style
Preferred
- Experience leading or mentoring team members
- Proven success in sales growth and client retention within employee benefits
Core Competencies
- Strategic thinking and problem‑solving
- Leadership and team development
- Client advocacy and relationship management
- Accountability and follow‑through
- Collaboration and communication
- Integrity and confidentiality
ADDITIONAL INFORMATION
Compensation:
Salary range: DOE
Eligible for performance-based bonus: Yes
Benefits:
Alera Group offers comprehensive benefits including medical, dental, vision, life and disability coverage, 401(k), generous PTO, and more.
Work Model:
This role is Remote
Professional Development – Alera Group Academy
At Alera Group, growth isn’t left to chance. Through Alera Group Academy, we provide structured development opportunities designed to help you expand your expertise and build a meaningful career.
You’ll have access to:
Role-specific learning paths
Leadership development programs
Technical and compliance training
Industry certifications and continuing education support
Peer learning and knowledge-sharing communities
Whether you’re deepening technical expertise or preparing for leadership, we’re invested in helping you grow.
Licensure & Certifications
This position may require:
Active State Life & Health License
Ongoing continuing education to maintain active status
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, or any other protected class.
Alera Group is committed to protecting your privacy. Please review our Privacy Policy to understand what personal information we may collect and use as part of your application process.
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Location Type
Remote
What You Bring
Required
- Bachelor’s degree in Business or a related field, or equivalent professional experience
- 2+ years of professional experience in employee benefits or related client‑facing roles
- Active Life, Health, and Accident insurance license
- Strong knowledge of employee benefits products and market dynamics
- Excellent verbal and written communication skills
- Strong organizational, time‑management, and leadership skills
- High attention to detail with a self‑motivated work style
Preferred
- Experience leading or mentoring team members
- Proven success in sales growth and client retention within employee benefits
Core Competencies
- Strategic thinking and problem‑solving
- Leadership and team development
- Client advocacy and relationship management
- Accountability and follow‑through
- Collaboration and communication
- Integrity and confidentiality
What You’ll Do / Your Impact
Client Partnership & Strategic Leadership
- Serve as a senior Account Executive for large group employee benefits clients
- Develop and maintain strong relationships with business owners and key decision‑makers