Senior Account Executive

Alera Group•Lower Allen Township, PA

12d•Hybrid

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 Senior 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. Alera Group was founded in 2017 and has grown to become the 14th largest broker of U.S. business. We are passionate about our clients’ success in the areas of Employee Benefits, Property and Casualty Insurance, and Financial Services. With a network of offices nationwide, our commitment to collaboration allows us to offer national resources combined 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

Ten or more years of experience managing large employee benefits accounts
Strong knowledge of self funded health plans and advanced healthcare strategies
Experience with benefit design modeling contribution strategies and financial analysis
Strong communication analytical and time management skills
Ability to manage multiple priorities and work collaboratively across teams
Proficiency in Microsoft Excel PowerPoint and other Office applications
Active Life and Health license
Ability to obtain required licensure within agreed upon timeline after hire
Ongoing continuing education to maintain active status

Nice To Haves

Brokerage or carrier experience
Experience working with data analytics platforms such as Vital Incite Sprinbuk BenefitFocus Innovu or similar
Professional certifications in employee benefits or human resources

Responsibilities

Create and maintain strong relationships with clients and insurance carriers
Design comprehensive self funded and fully insured benefit programs for large clients
Consult with clients on benefit design contribution strategies and renewal planning
Analyze claims experience and utilization data to support cost containment and wellbeing strategies
Collaborate with clients and internal teams to develop and implement benefit solutions
Request renewal and marketing information and negotiate with carriers and vendors
Prepare client presentations outlining current programs and future strategies
Manage compliance requirements including ACA FMLA and ERISA
Support new business strategy and client presentations in partnership with production teams
Ensure accuracy and effectiveness across all client deliverables and service activities
Identify sales and cross selling opportunities to drive account growth and profitability
Support business development initiatives and long term client retention
Lead and mentor Account Management team members to support development and process improvement
Contribute to strategic planning and continuous improvement across the organization