Individual Client Executive

Alera Group•New Richmond, WI

11h•Hybrid

About The Position

Alera Group is looking for an Individual Client 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. The Individual Client Executive is a key member of our team, responsible for the production and retention of our individual client base. This role requires a dynamic professional who excels in building relationships, identifying client needs and understanding their goals, and delivering exceptional service to ensure continued satisfaction and loyalty. This position has both a service and sales component, with products including Medicare, individual health plans, life insurance and annuities.

Requirements

Bachelor’s degree in Business, Marketing, Communications, or related field preferred
2+ years of experience in client relationship management, sales, or account management
WI Life and Health license and Medicare certification, or willingness to obtain
Strong communication and interpersonal skills with a client-focused mindset
Proven ability to manage multiple priorities, work independently, and achieve goals
Proficiency in CRM software, Microsoft Office, and strong problem-solving/negotiation skills

Responsibilities

Drive client acquisition and retention through proactive outreach, networking, referrals, personalized support, and regular client engagement
Conduct comprehensive needs assessments to understand client objectives and tailor solutions accordingly
Present, deliver, and support products or services that align with client requirements, ensuring smooth onboarding and ongoing service
Resolve client issues promptly while collaborating with internal teams to deliver a cohesive and positive client experience
Track and report client interactions, feedback, and outcomes using CRM tools while maintaining market and industry awareness