Associate Account Executive

Alera Group • UNAVAILABLE, UNAVAILABLE

9h • 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 an Employee Benefits 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 in insurance employee benefits or related client service environment
• Strong organizational and time management skills
• Ability to manage multiple priorities in a fast paced environment
• Strong communication and relationship management skills
• High attention to detail and accuracy
• Active CA Life & Health License
• Ongoing continuing education to maintain active status

Nice To Haves

• Experience supporting brokers carriers or underwriting teams
• Familiarity with new business submissions enrollment and benefits administration processes
• Experience using internal tracking systems or SharePoint tools

Responsibilities

• Support Account Executive in pre sale and post sale new business activities
• Collaborate with brokers carriers and underwriting partners to deliver effective solutions
• Act as liaison between broker and underwriting teams to ensure timely communication and resolution
• Contribute to broker relationship management and identify opportunities for growth
• Review qualify and process new case submissions ensuring completeness and accuracy
• Organize enrollment documents reconcile wage reports and prepare submission materials
• Maintain tracking logs and monitor all new group submissions
• Verify broker appointments and coordinate documentation requirements
• Prepare employer applications forms and related materials for new business cases
• Support COBRA POP and benefit modification processing
• Ensure all activities are documented and completed in a timely and accurate manner
• Coordinate RFP requests for large group and ancillary opportunities in partnership with Account Executive
• Identify missing information and support completion of large group submissions
• Oversee submission of large group cases to carriers
• Support ongoing improvement of processes and service delivery

Benefits

• medical
• dental
• vision
• life and disability coverage
• 401(k)
• generous PTO

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed