Job Description
Account Executive – Employee Benefits
Hybrid
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 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
Client Partnership & Service Excellence
- Manage a book of employee benefits clients and serve as the primary day‑to‑day contact for client leadership
- Establish service schedules and oversee all client deliverables, including renewals, reporting, and open enrollment
- Conduct most open enrollment meetings for assigned clients
- Take ownership of escalated service issues related to eligibility, claims, billing, and policy matters
Operational & Compliance Excellence
- Manage implementation of new clients, including BOR submissions and carrier coordination
- Oversee preparation of renewal recaps, quarterly reviews, RFPs, and renewal strategy presentations
- Coordinate with Account Administrators to ensure accuracy and integrity of data in agency management systems
- Release RFPs, manage carrier follow‑up, and respond to carrier requests
- Organize and analyze carrier quotes and prepare final rate confirmation materials
- Manage carrier installation and termination processes
- Prepare and distribute final SBCs, rates, and compensation confirmations
- Support special projects such as eligibility audits, packet creation, and health fair coordination
Growth & Retention
- Partner with Producers to retain and grow client relationships
- Maintain strong client engagement through proactive communication and reliable execution
- Identify opportunities to enhance service delivery and strengthen long‑term client partnerships
QUALIFICATIONS
What You Bring
Required
- Bachelor’s degree preferred or equivalent professional experience
- Experience supporting or managing employee benefits clients
- Strong verbal and written communication skills
- Ability to manage multiple priorities and deadlines with minimal supervision
- Strong analytical and organizational skills
- Advanced proficiency in Microsoft Excel and working knowledge of Microsoft Office and Adobe tools
Preferred
- Experience leading open enrollment meetings
- Familiarity with agency management systems
- Employee benefits insurance licensure
Core Competencies
- Client‑first mindset
- Attention to detail and accuracy
- Accountability and follow‑through
- Strong organization and time management
- Collaboration and teamwork
- Professional judgment and discretion
ADDITIONAL INFORMATION
Compensation:
Salary range: $80,000-$120,000 per year 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 Hybrid
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 OR
Ability to obtain required licensure within 3 months of hire
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
Hybrid - 3 or more days in office - Office UKG Work location
What You Bring
Required
- Bachelor’s degree preferred or equivalent professional experience
- Experience supporting or managing employee benefits clients
- Strong verbal and written communication skills
- Ability to manage multiple priorities and deadlines with minimal supervision
- Strong analytical and organizational skills
- Advanced proficiency in Microsoft Excel and working knowledge of Microsoft Office and Adobe tools
Preferred
- Experience leading open enrollment meetings
- Familiarity with agency management systems
- Employee benefits insurance licensure