Senior Account Executive

OVERVIEW

Senior Account Executive – Employee Benefits

Hybrid |

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 Senior 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

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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

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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 and Risk Strategy

• Create and maintain strong relationships with clients and insurance carriers
• Design comprehensive self funded and fully insured benefit programs for large clients
• Consult with clients on benefit design contribution strategies and renewal planning
• Analyze claims experience and utilization data to support cost containment and wellbeing strategies
• Collaborate with clients and internal teams to develop and implement benefit solutions

Operational Excellence

• Request renewal and marketing information and negotiate with carriers and vendors
• Prepare client presentations outlining current programs and future strategies
• Manage compliance requirements including ACA FMLA and ERISA
• Support new business strategy and client presentations in partnership with production teams
• Ensure accuracy and effectiveness across all client deliverables and service activities

Strategic Contribution

• Identify sales and cross selling opportunities to drive account growth and profitability
• Support business development initiatives and long term client retention
• Lead and mentor Account Management team members to support development and process improvement
• Contribute to strategic planning and continuous improvement across the organization

QUALIFICATIONS

What You Bring

Required

• Ten or more years of experience managing large employee benefits accounts
• Strong knowledge of self funded health plans and advanced healthcare strategies
• Experience with benefit design modeling contribution strategies and financial analysis
• Strong communication analytical and time management skills
• Ability to manage multiple priorities and work collaboratively across teams
• Proficiency in Microsoft Excel PowerPoint and other Office applications

Preferred

• Brokerage or carrier experience
• Experience working with data analytics platforms such as Vital Incite Sprinbuk BenefitFocus Innovu or similar
• Professional certifications in employee benefits or human resources

Core Competencies

• Strategic thinking and client advisory
• Leadership and team development
• Analytical problem solving
• Relationship management
• Accountability and execution

ADDITIONAL INFORMATION

Compensation: Salary range: $160,000 – $180,000 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 Hybrid

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

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Role-specific learning paths

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Leadership development programs

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Technical and compliance training

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Industry certifications and continuing education support

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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 Life and Health license

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Ability to obtain required licensure within agreed upon timeline after hire

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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.

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Location Type

Hybrid - 2 or less days in office

What You'll Do / Your Impact

Client Partnership and Risk Strategy

• Create and maintain strong relationships with clients and insurance carriers
• Design comprehensive self funded and fully insured benefit programs for large clients
• Consult with clients on benefit design contribution strategies and renewal planning
• Analyze claims experience and utilization data to support cost containment and wellbeing strategies
• Collaborate with clients and internal teams to develop and implement benefit solutions

Operational Excellence

• Request renewal and marketing information and negotiate with carriers and vendors
• Prepare client presentations outlining current programs and future strategies
• Manage compliance requirements including ACA FMLA and ERISA
• Support new business strategy and client presentations in partnership with production teams
• Ensure accuracy and effectiveness across all client deliverables and service activities

Strategic Contribution

• Identify sales and cross selling opportunities to drive account growth and profitability
• Support business development initiatives and long term client retention
• Lead and mentor Account Management team members to support development and process improvement
• Contribute to strategic planning and continuous improvement across the organization

What You Bring

Required

• Ten or more years of experience managing large employee benefits accounts
• Strong knowledge of self funded health plans and advanced healthcare strategies
• Experience with benefit design modeling contribution strategies and financial analysis
• Strong communication analytical and time management skills
• Ability to manage multiple priorities and work collaboratively across teams
• Proficiency in Microsoft Excel PowerPoint and other Office applications

Preferred

• Brokerage or carrier experience
• Experience working with data analytics platforms such as Vital Incite Sprinbuk BenefitFocus Innovu or similar
• Professional certifications in employee benefits or human resources

Core Competencies

• Strategic thinking and client advisory
• Leadership and team development
• Analytical problem solving
• Relationship management
• Accountability and execution