Note: The job is a remote job and is open to candidates in USA. Alera Group is a rapidly growing company specializing in Employee Benefits, seeking an Account Executive to lead client relationships and deliver consulting expertise. The role involves managing a portfolio of employee benefits clients, overseeing service delivery, and developing tailored benefits strategies to enhance client satisfaction.
Responsibilities
- Serve as the primary strategic partner for assigned client accounts
- Build and maintain strong relationships with HR leadership and key stakeholders
- Lead client meetings, presentations, and ongoing communication
- Develop a deep understanding of client culture, business goals, and financial priorities
- Design and recommend competitive employee benefits programs
- Conduct benchmarking and market analysis to inform plan strategy
- Evaluate provider networks and vendor performance
- Guide clients through plan design decisions and cost management strategies
- Analyze proposals, rate structures, and underwriting data
- Provide financial insights to support client decision-making
- Translate complex financial data into clear, actionable recommendations
- Oversee RFP processes, including development of bid specifications and proposal analysis
- Manage timelines and deliverables across multiple client projects
- Coordinate with internal service teams to ensure seamless execution
- Maintain accountability for high-quality, timely deliverables
- Partner with Producers on client strategy and growth opportunities
- Participate in new business efforts and finalist presentations
- Collaborate with internal teams to continuously improve service delivery
Skills
- Bachelor's degree in Business, Finance, Insurance, or related field
- Active Life & Health License
- Minimum 5 years of employee benefits consulting experience, preferably within a brokerage environment
- Strong knowledge of group health, managed care plans, and ancillary benefits
- Experience supporting fully insured and self-funded clients, including multi-state organizations
- Strong financial acumen and understanding of underwriting concepts
- Proficiency in Microsoft Office Suite
- Experience managing mid-size clients (150–2,000 employees)
- Proven experience leading client presentations and strategic discussions
- Background supporting complex RFP and renewal processes
Benefits
- Performance-based bonus
- Medical, dental, vision, life and disability coverage
- 401(k)
- Generous PTO
- Remote
- Role-specific learning paths
- Leadership development programs
- Technical and compliance training
- Industry certifications and continuing education support
- Peer learning and knowledge-sharing communities
Company Overview
Alera Group is a growing leader, reimagining the complex risk management, insurance and financial services delivery experience through intentional collaboration connecting clients to holistic solutions that protect and grow all they value most. It was founded in 2017, and is headquartered in Deerfield, Illinois, USA, with a workforce of 1001-5000 employees. Its website is http://aleragroup.com.