Account Executive
About The Position
Alera Group is looking for a Employee Benefits Account Executive. We are seeking highly motivated colleagues who bring experience and enthusiasm to our team – joining us may be the perfect fit for you! Alera Group was founded in 2017 and has grown to become the 14th largest broker of US business. We are passionate about our clients’ success in the areas of Employee Benefits, Property and Casualty Insurance, Retirement Plan Services, and Wealth Services. With a network of offices nationwide, our commitment to collaboration allows us to offer national resources combined with local service.
Requirements
- 5+ years of experience in employee benefits management or an account executive role within the insurance industry.
- Active Health and Life License is required.
- Strong working knowledge of financial arrangements, benefit products, and compliance requirements.
- Proficient in Microsoft Office (Word, Excel, Outlook, PowerPoint) and experienced with agency management and document systems.
- Demonstrated organizational skills with the ability to prioritize responsibilities, execute timelines, and initiate strategic projects.
- Professional communication, negotiation, and persuasion skills, with a customer-service mindset for interacting with clients and vendors.
- Ability to mentor teammates and act as a natural leader within the department (required for Level 2 consideration).
Responsibilities
- Lead consulting efforts throughout the entire client engagement lifecycle, including stewardship, pre-renewal planning, open enrollment, and implementation.
- Build and sustain strong, trusted relationships with clients and carriers, serving as the primary point of contact for resolving escalated service needs.
- Manage the end-to-end renewal process, including RFPs, negotiations, and presentations, while effectively delegating tasks to the client service team.
- Perform comprehensive financial and underwriting analysis for fully-insured, level-funded, and self-funded plans to support client goals and Producer strategies.
- Strategically engage internal partners and resources to ensure client objectives are met and benefit programs remain compliant.
- Maintain a high degree of accuracy in agency management systems and ensure all client files are documented in accordance with company best practices.
- Generate strategic engagement timelines and coordinate with the team to meet deadlines, while mentoring less experienced associates.
Benefits
- Alera Group offers comprehensive benefits to our colleagues, including medical, dental, life and disability insurance, 401k, generous paid time off and much more.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
Number of Employees
251-500 employees
