Account Executive / Client Team Lead - Employee Benefits

Alera Group•Grand Rapids, MI

1d•Hybrid

About The Position

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. 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.

Requirements

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
Active State Life & Health License
Ongoing continuing education to maintain active status

Nice To Haves

Experience leading or mentoring team members
Proven success in sales growth and client retention within employee benefits

Responsibilities

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
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
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
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