Senior Consultant, Employee Benefits

Alera Group

$150K — $210K *
Business Services
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 6+ years managing complex employee benefit accounts or relevant business experience.
  • Active Life & Health License in the state of residence.
  • Deep expertise in underwriting, plan funding (fully insured, level funded, self-insured), and data analysis.
  • Advanced proficiency in Microsoft Office, particularly Excel, PowerPoint, Word, and Outlook.
  • Proficiency in BenefitPoint is also required.

Responsibilities

  • Lead client advisory and strategy by serving as the primary client advisor and aligning with client goals.
  • Deliver financial analysis through comprehensive reports on renewals, budgets, and claims trends.
  • Oversee client outcomes by managing plan design, funding, and vendor negotiations.
  • Provide team guidance through mentoring and leading training sessions for junior staff.
  • Maintain expertise by staying current on regulatory trends and market developments.
  • Identify growth opportunities by actively seeking to expand client services and solutions.

Benefits

  • Comprehensive medical and dental insurance.
  • Life and disability insurance coverage.
  • 401k plan with employer contributions.
  • Generous paid time off policy.
  • Hybrid work schedule allowing for flexibility.
Full Job Description
RESPONSIBILITIES

We are looking for a high-performing and analytical Senior Consultant to join our Employee Benefits practice. In this pivotal client-facing role, you will lead the development of strategic benefit solutions, deliver complex financial analysis, and provide valuable mentorship to team members.

  • Lead Client Advisory & Strategy: Serve as a primary client advisor, ensuring satisfaction and alignment with client philosophy and goals. Develop and assist in leading annual strategic reviews and multi-year benefit strategies.
  • Deliver Financial Analysis: Produce comprehensive financial analyses, including renewals, budgets, contribution modeling, claims trends, and RFP outcomes.
  • Oversee Client Outcomes: Oversee plan design, funding, and vendor negotiations to ensure optimal client outcomes. Serve as an escalation resource for complex client and service issues.
  • Provide Team Guidance: Mentor team members and lead training sessions, effectively teaching complex processes and concepts to junior staff.
  • Maintain Expertise: Possess a strong understanding of regulatory trends, including ERISA, ACA, and HIPAA. Stay current on market trends and relay those trends during strategy meetings.
  • Identify Growth: Proactively pursue growth opportunities across clients (e.g., voluntary benefits, analytics, point solutions).

QUALIFICATIONS

  • 6+ years managing complex employee benefit accounts or relevant business experience.
  • Active Life & Health License in the state of residence.
  • Deep expertise in underwriting, plan funding (fully insured, level funded, self-insured), and data analysis.
  • Advanced proficiency in Microsoft Office, particularly Excel, PowerPoint, Word, and Outlook. Proficiency in BenefitPoint is also required.

Core Competencies:

  • Strategic & Analytical Thinker: Ability to design innovative benefit solutions and apply deep financial and analytical acumen. Highly skilled at data story-telling.
  • Exceptional Relationship Manager: Proven ability to build trust through proactive communication. Clients can rely on you for relationship guidance, in addition to the Producer.
  • Effective Communicator: Excellent communication, presentation, and interpersonal skills. Ability to drive conversation and diffuse difficult conversations.
  • Strong Emotional Intelligence (EQ): Quickly recognizes and understands the emotions of others, adjusting personal and interpersonal behavior to build rapport and lead teams effectively.
  • Accountable & Organized: Highly organized with strong time management and attention to detail. Must manage the end-to-end client lifecycle and multiple priorities with precision and efficiency.

ADDITIONAL INFORMATION

Compensation:
Salary range: $150,000 - $210,000 per year, based on experience.
Eligible for performance-based bonus: Yes

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 Hybrid as agreed with the manager.

Professional Development - Alera Group Academy

At 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 & Certifications (If Applicable)

This position may require:
  • Active State Life & Health License
  • Ongoing continuing education to maintain active status


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Location Type

Hybrid - 2 or less days in office

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