Account Executive

Alera Group • UNAVAILABLE, UNAVAILABLE

31d • Remote

About The Position

At Alera Group, our Employee Benefits team helps organizations attract, retain, and support their employees through innovative benefits solutions. As an Account Executive, you'll play an important role in delivering exceptional client service, building trusted relationships, and helping clients navigate the complexities of employee benefits.

Requirements

• High school diploma, GED, or equivalent work experience required
• Active Life and Health Insurance License or ability to obtain and maintain required licensure based on business needs
• Strong sales, relationship-building, and customer service skills
• Excellent verbal and written communication abilities
• Strong organizational skills and attention to detail
• Ability to influence, persuade, and build trust with clients and business partners
• Ability to manage multiple priorities in a fast-paced environment while meeting deadlines
• Proficiency with Microsoft Office applications, including Excel, Outlook, and SharePoint
• Experience using CRM systems such as Salesforce or similar platforms

Nice To Haves

• Bachelor's degree in business, Marketing, Insurance, or a related field
• Previous experience in employee benefits, insurance sales, brokerage, or account management
• Knowledge of group health insurance products and underwriting processes
• Experience working with brokers, employer groups, and carrier partners
• Demonstrated success achieving sales or business development goals

Responsibilities

• Develop and maintain strong relationships with target-market clients, brokers, and prospects
• Achieve sales goals through effective prospecting, presentations, enrollments, and ongoing client support
• Serve as a trusted advisor by providing guidance on medical, dental, vision, life, and disability insurance products
• Maintain knowledge of industry trends, regulatory requirements, carrier offerings, and legislative changes
• Prepare, review, and submit accurate group applications and supporting documentation for underwriting
• Collaborate with sales support, underwriting, management, brokers, employer contacts, and carrier representatives to deliver exceptional client experiences
• Support renewals, customer retention efforts, and post-sale service activities
• Assist team members and leadership with special projects and business development initiatives

Benefits

• Medical, dental, and vision insurance
• Life and disability coverage
• 401(k)
• Generous paid time off
• Professional development and career growth opportunities

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED