Account Executive

Overview

Employee Benefits Account Executive at Alera Group, Inc. We are seeking highly motivated colleagues who bring experience and enthusiasm to our team.

Alera Group was founded in 2017 and has grown to become the 15th largest broker of US business. We are passionate about our clients’ success in Employee Benefits, Property and Casualty Insurance, Retirement Plan Services, and Wealth Services. With a network of offices nationwide, our commitment to collaboration allows us to offer national resources combined with local service.

• Take primary ownership of assigned clients by processing all service plan requirements and identifying ways to add value annually
• Maintain strong client relationships by addressing specific client needs, potential service challenges, carrier relationships, and client claims and concerns
• Lead client meetings by asking key questions, setting clear expectations, and demonstrating confidence
• Document all correspondence and client interactions within the agency management system
• Follow the company’s new account hand-off process to focus on retention and growth of existing business
• Participate in sales meetings and conferences to strengthen relationships with clients and prospects
• Collaborate with the Employee Benefits Team to improve workflows, technology use, and overall efficiency
• Stay current on laws and regulations to help clients remain compliant

• 5 years of licensed Employee Benefits account management experience
• Experience with self-funded medical plans
• Knowledge of all medical and ancillary insurance products, their usage, and markets
• Proficient in Microsoft Office (Word/Excel) and capable of using various computer programs; agency management system experience required
• Excellent written and oral communication skills
• Strong organizational, problem-solving, and decision-making abilities
• Above-average analytical skills
• Ability to multitask effectively
• Eagerness to continue learning and growing professionally
• Demonstrates integrity, drive, ambition, and a positive attitude

This job requires presence in the office on a hybrid schedule as agreed with the manager.

Alera Group offers comprehensive benefits to our colleagues, including medical, dental, life and disability insurance, 401k, generous paid time off and much more.

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.

• Seniority level:
  Not Applicable
• Employment type:
  
  Full-time
• Job function:
  Sales and Business Development
• Industries:
  Insurance

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