OVERVIEWAccount Executive - Employee BenefitsHybrid | 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
Account Executivewho will make a meaningful impact by delivering proactive client service, thoughtful benefits strategy, and a high-touch experience for both clients and employees.
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.
RESPONSIBILITIESWhat You'll Do / Your ImpactClient Experience & Advisory Support- Provide leadership over assigned employee benefits client relationships and serve as a trusted advisor
- Lead client strategic initiatives from identification through implementation, including development of project plans and presentations
- Deliver consultative guidance on employee benefits strategies, including self-funding and long-term cost management
- Maintain strong client relationships through proactive communication and service excellence
Operational & Compliance Excellence- Own and actively manage client renewal calendars, ensuring timely completion of tasks, milestones, and deliverables
- Coordinate with internal teams and external vendors to ensure high-quality work products and service delivery
- Ensure documentation, reporting, and service activity align with regulatory requirements and internal procedures
- Drive data analysis and insight reporting to inform client decision-making and renewal strategy
Growth & Retention- Maintain accountability for client retention through proactive planning, execution, and relationship management
- Identify opportunities to enhance client programs and improve overall service delivery
- Support long-term growth by strengthening client partnerships and implementing strategic initiatives within the employee benefits space
QUALIFICATIONSWhat You BringRequired- Active Life & Health insurance license
- Bachelor's degree
- Proven success managing a book of business of 50+ clients
- Strong knowledge of employee benefits programs, including self-funded arrangements
- Excellent written and verbal communication skills, including presentation abilities
- Proficiency with Microsoft Office and modern insurance technology platforms
Preferred- Experience leading strategic initiatives for complex employee benefits clients
- Strong analytical and problem-solving capability
Core Competencies- Collaboration and teamwork
- Strategic thinking
- Communication excellence
- Growth mindset
- Decision-making and accountability
ADDITIONAL INFORMATIONCompensation:Salary range: $110,000 - $125,000 per year
Benefits:Alera Group offers comprehensive benefits including medical, dental, vision, life and disability coverage, 401(k), generous PTO, and more.
Work Model:This role is
HybridProfessional Development - Alera Group AcademyAt Alera Group, growth isn't left to chance. Through
Alera Group Academy, we provide structured development opportunities designed to help you expand your expertise and build a meaningful career.
You'll have access to:
- Role-specific learning paths
- Leadership development programs
- Technical and compliance training
- Industry certifications and continuing education support
- Peer learning and knowledge-sharing communities
Whether you're deepening technical expertise or preparing for leadership, we're invested in helping you grow.
Licensure & CertificationsThis position may require:
- Active Life and Health license
- Ability to obtain required licensure within agreed upon timeline after hire
- Ongoing continuing education to maintain active status
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Location TypeHybrid - 2 or less days in office
