Account Executive

Alera Group•Bozeman, MT

6d•Onsite

About The Position

Account Executive – Employee Benefits On-site | Bozeman, MT 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

Requirements

Active State Life & Health insurance license
Minimum of 3 years of experience in employee benefits account management or consulting
Demonstrated experience managing complex client relationships and delivering strategic service solutions
Strong knowledge of employee benefits programs, funding arrangements, and regulatory requirements
Excellent communication, presentation, and relationship‑management skills
Strong analytical, organizational, and problem‑solving capabilities
Ability to manage multiple priorities in a dynamic, client‑focused environment
Active State Life & Health License
Ongoing continuing education to maintain active status

Nice To Haves

Associate’s or Bachelor’s degree in Human Resources, Business Administration, or a related field
Insurance agency or brokerage experience
Professional certifications such as CEBS, PHR, SHRM-CP, or SHRM-SCP

Responsibilities

Serve as the primary relationship owner and senior escalation point for assigned employee benefits clients
Develop and execute client service strategies, including communication plans and annual stewardship processes
Guide clients through the full benefits lifecycle, including implementation, renewal, and ongoing administration
Provide consultative guidance on plan design, funding strategies, compliance, and cost‑containment solutions
Build and maintain strong relationships with client leadership, HR teams, carriers, and vendor partners
Oversee day‑to‑day service delivery performed by account support teams, ensuring accuracy, timeliness, and quality
Review and approve marketing submissions, proposals, and client deliverables to ensure alignment with client objectives and organizational standards
Monitor compliance with applicable regulations, including ACA, ERISA, HIPAA, and COBRA
Maintain accurate client documentation and records in accordance with company policies and procedures
Respond to client, internal, and vendor inquiries in a timely and professional manner
Lead and facilitate client meetings, including renewal presentations and annual stewardship reviews
Identify opportunities to enhance client programs, improve service delivery, and strengthen long‑term relationships
Support retention and growth initiatives by delivering consistent, high‑touch service
Provide mentorship, guidance, and workflow oversight to junior team members to support development and team effectiveness