Associate Account Executive - Lead

Alera Group•UNAVAILABLE, UNAVAILABLE

2d•Remote

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 Emploiyee Benefits Lead Associate 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. Founded in 2017, Alera Group has grown to become the 14th largest broker of U.S. business. We are passionate about our clients’ success in Employee Benefits, Property & Casualty Insurance, Retirement Plan Services, and Wealth Services. With offices nationwide, our collaborative approach allows us to deliver national strength 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

Experience supporting employee benefits new business, underwriting, or account services
Strong organizational skills with the ability to manage multiple priorities
Excellent written and verbal communication skills
High attention to detail and accuracy
Proficiency in Microsoft Office and comfort working within shared systems and document repositories

Nice To Haves

Experience working in an employee benefits brokerage or carrier environment
Familiarity with SharePoint, document management, and electronic signature platforms
Understanding of group benefits underwriting and submission processes
Detail orientation and follow-through
Accountability and reliability
Collaborative, service-minded approach
Strong problem-solving skills
Client- and broker-first mindset

Responsibilities

Support Account Executives with pre-sale and post-sale activities for new business
Provide a high-quality customer experience through timely, accurate, and professional communication
Act as a liaison between brokers, Account Executives, internal teams, and carrier underwriting departments
Respond promptly to internal and external new business opportunities and requests
Review, qualify, and process incoming new case submissions
Organize and review employee applications and employer documentation for eligibility review
Create and maintain tracking logs and group folders to ensure accurate documentation and visibility
Verify broker appointments with carriers and coordinate certification requirements
Prepare and distribute employer applications and required forms for sold new group opportunities
Submit benefit modifications following initial enrollment
Complete COBRA and POP submission processes
Manage Broker of Record and Account Management requests, ensuring accurate documentation and proper execution
Coordinate RFP requests for large group and ancillary opportunities, identifying missing information and supporting submissions
Oversee submissions of large group cases to carriers
Build expertise in products, systems, and underwriting to effectively support broker and client needs
Strengthen broker relationships through consistency, accuracy, and proactive support