OVERVIEWSr. Account Executive - Employee BenefitsHybrid | Office Meetings and Client Travel 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 a
Sr. 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.
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 Partnership & Strategy- Build and maintain relationships with key client stakeholders including executives, HR leaders, and benefits administrators
- Serve as a strategic advisor to clients, aligning benefit programs with business objectives
- Lead ongoing client engagement, planning, and long-term strategy development
Benefit Strategy & Plan Design- Assess client benefit programs, workforce demographics, and market trends to identify opportunities for improvement
- Design and recommend benefit strategies, including fully insured and self-insured solutions
- Evaluate carriers, plan options, and coverage levels to balance cost, risk, and employee experience
Financial & Data-Driven Insights- Analyze claims data, utilization patterns, and financial reports to identify cost drivers and trends
- Develop and present actionable insights and recommendations to clients
- Support financial modeling and reporting to guide decision-making
Cost Management & Optimization- Implement cost containment strategies including wellness initiatives, network optimization, and utilization management
- Monitor program performance and recommend adjustments to improve outcomes and sustainability
Compliance & Governance- Ensure client plans remain compliant with applicable regulations including ACA, ERISA, HIPAA, and COBRA
- Provide guidance on regulatory changes and their impact on benefit programs
Vendor & Carrier Management- Negotiate and manage relationships with carriers, TPAs, and vendors
- Evaluate service delivery, pricing, and contractual terms to ensure client value
Employee Engagement & Communication- Develop and deliver benefit communications, enrollment materials, and educational sessions
- Support open enrollment strategy and employee understanding of benefit offerings
Continuous Improvement- Evaluate program effectiveness through benchmarking, reporting, and client feedback
- Recommend enhancements to improve performance, satisfaction, and competitive positioning
QUALIFICATIONSWhat You BringRequired- Bachelor's degree in Business, Human Resources, Finance, or related field
- 8+ years of experience in employee benefits consulting, brokerage, or related field with large employer clients
- Strong understanding of benefit plan design, insurance products, and underwriting principles
- Experience analyzing data and presenting insights to clients
- Excellent communication and relationship management skills
Preferred- Proven ability to deliver strategic consulting and drive positive client outcomes
- Industry certifications such as CEBS, REBC, GBA, or PHR
- Proficiency in Microsoft Office Suite
Core Competencies- Strategic thinking and problem-solving
- Client-first mindset
- Analytical and data-driven decision-making
- Strong communication and executive presence
- Accountability and follow-through
ADDITIONAL INFORMATIONCompensation:Salary range: $175,000 - $200,000 per year
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
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 & Certifications (If Applicable)This position may require:
- Active Life and Health license
- Ongoing continuing education to maintain active status
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Location TypeHybrid - 2 or less days in office
