Sr. Account Executive

OVERVIEW

Senior Account Executive – Employee Benefits

Location: Hybrid - Cincinnati

At Alera Group
, our Employee Benefits team partners with employers to design, manage, and evolve benefit programs that support people, control costs, and drive long‑term success. We are seeking an Account Executive to serve as the strategic relationship owner for our largest and most complex clients. This role leads client strategy, drives retention and growth, and collaborates across internal teams to deliver best‑in‑class results.

Alera Group is an independent, national insurance and financial services organization built on collaboration, shared success, and a people‑first mindset. We bring together the strength, resources, and expertise of a large firm with the local service and relationships clients value. Our Employee Benefits professionals work closely with employers to deliver thoughtful, data‑driven solutions that make a meaningful impact.

The Senior Account Executive will take the lead on employee benefits accounts and provide multiple layers of support in maintaining, expanding, and servicing the unique needs of each of our clients. This person will be responsible for strengthening new and existing relationships by actively investigating clients' needs through effective questioning and listening.

• 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

• Serve as the primary day‑to‑day relationship owner for assigned employee benefits clients
• Develop a deep understanding of client goals and objectives and create strategies that drive measurable outcomes
• Lead client strategic initiatives from identification through implementation
• Work closely with producers to design and implement benefit strategies aligned with long‑term client goals
• Partner with analytics teams to prepare and present detailed plan design analysis to support informed decision‑making

• Create and manage annual client service calendars and issue‑resolution tracking
• Oversee service execution across internal teams to ensure accuracy, timeliness, and quality
• Coordinate review of plan documents, contracts, SPDs, and related materials to support compliance
• Work with account managers to resolve day‑to‑day service issues including eligibility, billing, and claims
• Coordinate employee communications, including open enrollment meetings and ongoing education

• Maintain accountability for client retention and satisfaction across the assigned book of business
• Implement client retention strategies and proactively address risks to renewal
• Provide mentorship and guidance to team members while fostering collaboration across departments
• Build strong relationships with carrier and actuarial partners to support client success
• Proactively stay current on products, services, and underwriting approaches

• Active State Life & Health insurance license
• 7+ years of employee benefits experience in an insurance brokerage or carrier environment
• Advanced knowledge of health and welfare plans including HMO, PPO, and CDHP structures
• Strong understanding of ancillary benefits including life, disability, dental, and vision
• Excellent written, verbal, and presentation skills
• Ability to work independently, prioritize effectively, and take ownership of outcomes

• Bachelor's Degree
• Professional certifications such as CEBS, GBA, PHR, CLU, or CBP
• Strong analytical and problem‑solving capability
• Experience working with modern benefits technology platforms

• Detail orientation
• Accountability and follow‑through
• Collaborative mindset
• Client‑first thinking

Compensation: DOE

Benefits: Alera Group offers comprehensive benefits including medical, dental, vision, life and…