Sr. Account Executive
Job Description
Senior Account Executive – Employee Benefits
About Alera Group
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 & Risk Strategy
- Serve as the primary day‑to‑day relationship owner for assigned employee benefits clients
- Develop a deep understanding of client goals and objectives and create strategies that drive measurable outcomes
- Lead client strategic initiatives from identification through implementation
- Work closely with producers to design and implement benefit strategies aligned with long‑term client goals
- Partner with analytics teams to prepare and present detailed plan design analysis to support informed decision‑making
Operational Excellence
- Create and manage annual client service calendars and issue‑resolution tracking
- Oversee service execution across internal teams to ensure accuracy, timeliness, and quality
- Coordinate review of plan documents, contracts, SPDs, and related materials to support compliance
- Work with account managers to resolve day‑to‑day service issues including eligibility, billing, and claims
- Coordinate employee communications, including open enrollment meetings and ongoing education
Strategic Contribution
- Maintain accountability for client retention and satisfaction across the assigned book of business
- Implement client retention strategies and proactively address risks to renewal
- Provide mentorship and guidance to team members while fostering collaboration across departments
- Build strong relationships with carrier and actuarial partners to support client success
- Proactively stay current on products, services, and underwriting approaches
QUALIFICATIONS
What You Bring
Required
- Active State Life & Health insurance license
- 7+ years of employee benefits experience in an insurance brokerage or carrier environment
- Advanced knowledge of health and welfare plans including HMO, PPO, and CDHP structures
- Strong understanding of ancillary benefits including life, disability, dental, and vision
- Excellent written, verbal, and presentation skills
- Ability to work independently, prioritize effectively, and take ownership of outcomes
Preferred
- Bachelor's Degree
- Professional certifications such as CEBS, GBA, PHR, CLU, or CBP
- Strong analytical and problem‑solving capability
- Experience working with modern benefits technology platforms
Core Competencies
- Detail orientation
- Accountability and follow‑through
- Collaborative mindset
- Client‑first thinking
ADDITIONAL INFORMATION
Compensation:
DOE
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 requires:
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
Hybrid - 2 or less days in office
What You Bring
Required
- Active State Life & Health insurance license
- 7+ years of employee benefits experience in an insurance brokerage or carrier environment
- Advanced knowledge of health and welfare plans including HMO, PPO, and CDHP structures
- Strong understanding of ancillary benefits including life, disability, dental, and vision
- Excellent written, verbal, and presentation skills
- Ability to work independently, prioritize effectively, and take ownership of outcomes
Preferred
- Bachelor's Degree
- Professional certifications such as CEBS, GBA, PHR, CLU, or CBP
- Strong analytical and problem‑solving capability
- Experience working with modern benefits technology platforms
Core Competencies
- Detail