Senior Benefit Consultant

OVERVIEW

Senior Benefit Consultant – 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 a Senior Benefit Consultant 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

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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 Leadership and Strategy

• Independently lead strategic planning and key client meetings including executive and C suite engagements
• Develop and deliver multi year benefit strategies aligned with organizational goals workforce needs and market conditions
• Own client strategy execution timelines and outcomes end to end
• Build and maintain trusted senior level client relationships and identify opportunities for expanded services

Financial Analysis and Accountability

• Prepare review and present advanced financial analyses including budgeting forecasting contribution modeling benchmarking and claims performance
• Maintain expert knowledge of financial workbooks and modeling tools to validate recommendations and support executive level presentations
• Ensure accuracy integrity and clarity of all financial information shared with clients and internal stakeholders

Vendor Management and Renewals

• Provide strategic oversight of renewals RFPs and vendor relationships and lead negotiations in support of client interests
• Review carrier proposals contracts and communications for accuracy compliance and alignment with client objectives
• Lead implementation of new products plans and services in coordination with internal and external partners

Documentation and Governance

• Prepare advanced client presentations service plans and project timelines
• Document final client decisions to ensure clarity accountability and audit readiness
• Own accuracy of all client facing deliverables reports compensation disclosures and communications

Communication Collaboration and Leadership

• Deliver clear confident executive level presentations translating complex strategies and financial concepts
• Collaborate closely with internal account teams subject matter experts and vendors to drive high quality outcomes
• Mentor and support team members through peer review and knowledge sharing
• Participate in firm wide initiatives process improvements and consulting best practices

QUALIFICATIONS

What You Bring

Required

• Active Life and Health insurance license
• Bachelor’s degree or equivalent relevant experience
• Advanced proficiency in Microsoft Excel PowerPoint Word and Outlook
• Exceptional written verbal and presentation skills for executive audiences
• Strong project management organizational skills and attention to detail
• Ability to manage multiple complex client engagements simultaneously

Preferred

• Advanced expertise in health and welfare benefit programs and funding strategies
• Strong strategic thinking financial acumen and problem solving skills
• Experience advising senior leadership and C suite stakeholders

ADDITIONAL INFORMATION

Compensation: Salary range: $115,000 – $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 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 (If Applicable)

This position may require

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Active State Life & Health License or

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Ability to obtain required licensure within 6 months of 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 Leadership and Strategy

• Independently lead strategic planning and key client meetings including executive and C suite engagements
• Develop and deliver multi year benefit strategies aligned with organizational goals workforce needs and market conditions
• Own client strategy execution timelines and outcomes end to end
• Build and maintain trusted senior level client relationships and identify opportunities for expanded services

Financial Analysis and Accountability

• Prepare review and present advanced financial analyses including budgeting forecasting contribution modeling benchmarking and claims performance
• Maintain expert knowledge of financial workbooks and modeling tools to validate recommendations and support executive level presentations
• Ensure accuracy integrity and clarity of all financial information shared with clients and internal stakeholders

Vendor Management and Renewals

• Provide strategic oversight of renewals RFPs and vendor relationships and lead negotiations in support of client interests
• Review carrier proposals contracts and communications for accuracy compliance and alignment with client objectives
• Lead implementation of new products plans and services in coordination with internal and external partners

Documentation and Governance

• Prepare advanced client presentations service plans and project timelines
• Document final client decisions to ensure clarity accountability and audit readiness
• Own accuracy of all client facing deliverables reports compensation disclosures and communications

Communication Collaboration and Leadership

• Deliver clear confident executive level presentations translating complex strategies and financial concepts
• Collaborate closely with internal account teams subject matter experts and vendors to drive high quality outcomes
• Mentor and support team members through peer review and knowledge sharing
• Participate in firm wide initiatives process improvements and consulting best practices

What You Bring

Required

• Active Life and Health insurance license
• Bachelor's degree or equivalent relevant experience
• Advanced proficiency in Microsoft Excel PowerPoint Word and Outlook
• Exceptional written verbal and presentation skills for executive audiences
• Strong project management organizational skills and attention to detail
• Ability to manage multiple complex client engagements simultaneously

Preferred

• Advanced expertise in health and welfare benefit programs and funding strategies
• Strong strategic thinking financial acumen and problem solving skills
• Experience advising senior leadership and C suite stakeholders