Sr. Account Executive

Overview

Sr. Account Executive – Employee Benefits

Hybrid | Office Meetings and Client Travel

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 Sr. 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.

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

What You’ll Do / Your Impact

• Build and maintain relationships with key client stakeholders including executives, HR leaders, and benefits administrators
• Serve as a strategic advisor to clients, aligning benefit programs with business objectives
• Lead ongoing client engagement, planning, and long-term strategy development

• Assess client benefit programs, workforce demographics, and market trends to identify opportunities for improvement
• Design and recommend benefit strategies, including fully insured and self-insured solutions
• Evaluate carriers, plan options, and coverage levels to balance cost, risk, and employee experience

• Analyze claims data, utilization patterns, and financial reports to identify cost drivers and trends
• Develop and present actionable insights and recommendations to clients
• Support financial modeling and reporting to guide decision-making

• Implement cost containment strategies including wellness initiatives, network optimization, and utilization management
• Monitor program performance and recommend adjustments to improve outcomes and sustainability

• Ensure client plans remain compliant with applicable regulations including ACA, ERISA, HIPAA, and COBRA
• Provide guidance on regulatory changes and their impact on benefit programs

• Negotiate and manage relationships with carriers, TPAs, and vendors
• Evaluate service delivery, pricing, and contractual terms to ensure client value

• Develop and deliver benefit communications, enrollment materials, and educational sessions
• Support open enrollment strategy and employee understanding of benefit offerings

• Evaluate program effectiveness through benchmarking, reporting, and client feedback
• Recommend enhancements to improve performance, satisfaction, and competitive positioning

What You Bring

• Bachelor’s degree in Business, Human Resources, Finance, or related field
• 5+ years of experience in employee benefits consulting, brokerage, or related field with large employer clients
• Strong understanding of benefit plan design, insurance products, and underwriting principles
• Experience analyzing data and presenting insights to clients
• Excellent communication and relationship management skills

• Proven ability to deliver strategic consulting and drive positive client outcomes
• Industry certifications such as CEBS, REBC, GBA, or PHR
• Proficiency in Microsoft Office Suite

• Str…