Account Executive

Overview:

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 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.

• 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

• Lead client strategic initiatives from identification through successful implementation
• Partner with Consultants, internal teams, and external vendors to define, execute, and track initiatives aligned to client goals
• Drive data‑informed decision‑making to support long‑term client strategy and retention
• Serve as the primary vendor liaison for strategic initiatives and complex projects
• Maintain accountability for client retention through proactive planning, execution, and relationship management

• Build strong, trusted relationships that elevate the overall client experience
• Deliver consistent service excellence through proactive, transparent communication
• Strengthen and manage vendor partnerships to enhance service quality, responsiveness, and value
• Develop and deliver presentations, project plans, and client communications related to strategic initiatives

• Own and actively manage client renewal calendars, ensuring all milestones and deliverables are completed on time
• Ensure high‑quality work products are delivered consistently and in alignment with internal standards
• Coordinate employee communications tied to renewals and strategic initiatives
• Partner with internal teams to ensure policies, procedures, and documentation standards are followed

Qualifications:

What You Bring

• Active State Life & Health insurance license
• Bachelor’s degree required
• Proven success managing a book of business of 51+ employee benefits clients
• Strong knowledge of employee benefits, including self‑funded plans
• Excellent written, verbal, and presentation skills
• Proficiency with Microsoft Office and modern insurance technology platforms
• Ability to manage multiple priorities in a fast‑paced, deadline‑driven environment

• Experience leading complex client initiatives and strategic projects
• Strong analytical skills with the ability to translate data into actionable strategy

• Strategic thinking and long‑term planning
• Accountability and follow‑through
• Collaborative mindset
• Client‑first orientation
• Growth mindset and continuous learning
• Sound judgment and data‑driven decision‑making

Additional Information:

Eligible for performance-based bonus: Yes

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:

• 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
• Ability to obtain required licensure within the agreed upon timeline
• 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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