Account Executive
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 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 / Your Impact
Client Experience & Advisory Support
- Provide leadership over assigned employee benefits client relationships and serve as a trusted advisor
- Lead client strategic initiatives from identification through implementation, including development of project plans and presentations
- Deliver consultative guidance on employee benefits strategies, including self‑funding and long‑term cost management
- Maintain strong client relationships through proactive communication and service excellence
Operational & Compliance Excellence
- Own and actively manage client renewal calendars, ensuring timely completion of tasks, milestones, and deliverables
- Coordinate with internal teams and external vendors to ensure high‑quality work products and service delivery
- Ensure documentation, reporting, and service activity align with regulatory requirements and internal procedures
- Drive data analysis and insight reporting to inform client decision‑making and renewal strategy
Growth & Retention
- Maintain accountability for client retention through proactive planning, execution, and relationship management
- Identify opportunities to enhance client programs and improve overall service delivery
- Support long‑term growth by strengthening client partnerships and implementing strategic initiatives within the employee benefits space
QUALIFICATIONS
What You Bring
Required
- Active Life & Health insurance license
- Bachelor’s degree
- Proven success managing a book of business of 50+ clients
- Strong knowledge of employee benefits programs, including self‑funded arrangements
- Excellent written and verbal communication skills, including presentation abilities
- Proficiency with Microsoft Office and modern insurance technology platforms
Preferred
- Experience leading strategic initiatives for complex employee benefits clients
- Strong analytical and problem‑solving capability
Core Competencies
- Collaboration and teamwork
- Strategic thinking
- Communication excellence
- Growth mindset
- Decision‑making and accountability
ADDITIONAL INFORMATION
Compensation:
Salary range: $110,000 – $125,000 per year
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 Life and Health license
Ability to obtain required licensure within agreed upon timeline after 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 - 2 or less days in office
What You Bring
Required
- Active Life & Health insurance license
- Bachelor’s degree
- Proven success managing a book of business of 50+ clients
- Strong knowledge of employee benefits programs, including self‑funded arrangements
- Excellent written and verbal communication skills, including presentation abilities
- Proficiency with Microsoft Office and modern insurance technology platforms
Preferred
- Experience leading strategic initiatives for complex employee benefits clients
- Strong analytical and problem‑solving capability
Core Competencies
- Collaboration and teamwork
- Strategic thinking
- Communication excellence
- Growth mindset
- Decision‑making and accountability
What You’ll Do / Your Impact
Client Experience & Advisory Support
- Provide leadership over assigned employee benefits client relationships and serve as a trusted advisor
- Lead client strategic initiatives from identification through implementation, including develop