Account Executive

OVERVIEW Account Executive – Employee Benefits On-site | Bozeman, MT 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 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. About Alera Group 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 RESPONSIBILITIES What You’ll Do / Your Impact Client Partnership & Risk Strategy Serve as the primary relationship owner and senior escalation point for assigned employee benefits clients Develop and execute client service strategies, including communication plans and annual stewardship processes Guide clients through the full benefits lifecycle, including implementation, renewal, and ongoing administration Provide consultative guidance on plan design, funding strategies, compliance, and cost‑containment solutions Build and maintain strong relationships with client leadership, HR teams, carriers, and vendor partners Operational Excellence Oversee day‑to‑day service delivery performed by account support teams, ensuring accuracy, timeliness, and quality Review and approve marketing submissions, proposals, and client deliverables to ensure alignment with client objectives and organizational standards Monitor compliance with applicable regulations, including ACA, ERISA, HIPAA, and COBRA Maintain accurate client documentation and records in accordance with company policies and procedures Respond to client, internal, and vendor inquiries in a timely and professional manner Strategic Contribution Lead and facilitate client meetings, including renewal presentations and annual stewardship reviews Identify opportunities to enhance client programs, improve service delivery, and strengthen long‑term relationships Support retention and growth initiatives by delivering consistent, high‑touch service Provide mentorship, guidance, and workflow oversight to junior team members to support development and team effectiveness QUALIFICATIONS What You Bring Required Active State Life & Health insurance license Minimum of 3 years of experience in employee benefits account management or consulting Demonstrated experience managing complex client relationships and delivering strategic service solutions Strong knowledge of employee benefits programs, funding arrangements, and regulatory requirements Excellent communication, presentation, and relationship‑management skills Strong analytical, organizational, and problem‑solving capabilities Ability to manage multiple priorities in a dynamic, client‑focused environment Preferred Associate’s or Bachelor’s degree in Human Resources, Business Administration, or a related field Insurance agency or brokerage experience Professional certifications such as CEBS, PHR, SHRM‑CP, or SHRM‑SCP Core Competencies Detail orientation Accountability and follow‑through Collaborative mindset Client‑first thinking Strategic problem‑solving Professional judgment and discretion ADDITIONAL INFORMATION Compensation: Salary range: $100,000 – $150,000 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 In-Office 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 This position may require: Active State Life & Health License Ongoing continuing education to maintain active status We're an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status, or any other protected class. Alera Group is committed to protecting your privacy. Please review our Privacy Policy to understand what personal information we may collect and use as part of your application process. #LI-KL1 #LI-In-Office Location Type In-Office What You'll Do / Your Impact Client Partnership & Risk Strategy Serve as the primary relationship owner and senior escalation point for assigned employee benefits clients Develop and execute client service strategies, including communication plans and annual stewardship processes Guide clients through the full benefits lifecycle, including implementation, renewal, and ongoing administration Provide consultative guidance on plan design, funding strategies, compliance, and cost‑containment solutions Build and maintain strong relationships with client leadership, HR teams, carriers, and vendor partners Operational Excellence Oversee day‑to‑day service delivery performed by account support teams, ensuring accuracy, timeliness, and quality Review and approve marketing submissions, proposals, and client deliverables to ensure alignment with client objectives and organizational standards Monitor compliance with applicable regulations, including ACA, ERISA, HIPAA, and COBRA Maintain accurate client documentation and records in accordance with company policies and procedures Respond to client, internal, and vendor inquiries in a timely and professional manner Strategic Contribution Lead and facilitate client meetings, including renewal presentations and annual stewardship reviews Identify opportunities to enhance client programs, improve service delivery, and strengthen long‑term relationships Support retention and growth initiatives by delivering consistent, high‑touch service Provide mentorship, guidance, and workflow oversight to junior team members to support development and team effectiveness What You Bring Required Active State Life & Health insurance license Minimum of 3 years of experience in employee benefits account management or consulting Demonstrated experience managing complex client relationships and delivering strategic service solutions Strong knowledge of employee benefits programs, funding arrangements, and regulatory requirements Excellent communication, presentation, and relationship‑management skills Strong analytical, organizational, and problem‑solving capabilities Ability to manage multiple priorities in a dynamic, client‑focused environment Preferred Associate's or Bachelor's degree in Human Resources, Business Administration, or a related field Insurance agency or brokerage experience Professional certifications such as CEBS, PHR, SHRM‑CP, or SHRM‑SCP Core Competencies Detail orientation Accountability and follow‑through Collaborative mindset Client‑first thinking Strategic problem‑solving Professional judgment and discretion