Sr. Account Executive

Alera Group•Cincinnati, OH

5d•Hybrid

About The Position

Senior Account Executive – Employee Benefits Location: Hybrid - Cincinnati At Alera Group, our Employee Benefits team partners with employers to design, manage, and evolve benefit programs that support people, control costs, and drive long‑term success. We are seeking an Account Executive to serve as the strategic relationship owner for our largest and most complex clients. This role leads client strategy, drives retention and growth, and collaborates across internal teams to deliver best‑in‑class results. About Alera Group Alera Group is an independent, national insurance and financial services organization built on collaboration, shared success, and a people‑first mindset. We bring together the strength, resources, and expertise of a large firm with the local service and relationships clients value. Our Employee Benefits professionals work closely with employers to deliver thoughtful, data‑driven solutions that make a meaningful impact. The Senior Account Executive will take the lead on employee benefits accounts and provide multiple layers of support in maintaining, expanding, and servicing the unique needs of each of our clients. This person will be responsible for strengthening new and existing relationships by actively investigating clients' needs through effective questioning and listening. 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

Active State Life & Health insurance license
7+ years of employee benefits experience in an insurance brokerage or carrier environment
Advanced knowledge of health and welfare plans including HMO, PPO, and CDHP structures
Strong understanding of ancillary benefits including life, disability, dental, and vision
Excellent written, verbal, and presentation skills
Ability to work independently, prioritize effectively, and take ownership of outcomes
Active State Life & Health License
Ongoing continuing education to maintain active status

Nice To Haves

Bachelor's Degree
Professional certifications such as CEBS, GBA, PHR, CLU, or CBP
Strong analytical and problem‑solving capability
Experience working with modern benefits technology platforms

Responsibilities

Serve as the primary day‑to‑day relationship owner for assigned employee benefits clients
Develop a deep understanding of client goals and objectives and create strategies that drive measurable outcomes
Lead client strategic initiatives from identification through implementation
Work closely with producers to design and implement benefit strategies aligned with long‑term client goals
Partner with analytics teams to prepare and present detailed plan design analysis to support informed decision‑making
Create and manage annual client service calendars and issue‑resolution tracking
Oversee service execution across internal teams to ensure accuracy, timeliness, and quality
Coordinate review of plan documents, contracts, SPDs, and related materials to support compliance
Work with account managers to resolve day‑to‑day service issues including eligibility, billing, and claims
Coordinate employee communications, including open enrollment meetings and ongoing education
Maintain accountability for client retention and satisfaction across the assigned book of business
Implement client retention strategies and proactively address risks to renewal
Provide mentorship and guidance to team members while fostering collaboration across departments
Build strong relationships with carrier and actuarial partners to support client success
Proactively stay current on products, services, and underwriting approaches