Office Leader; Deerfield Managing Principal

OVERVIEW

Alera Group is looking for a Office Leader (Deerfield Managing Principal). We are seeking highly motivated colleagues who bring experience and enthusiasm to our team – joining us may be the perfect fit for you!

Alera Group was founded in 2017 and has grown to become the 14th largest broker of US business. We are passionate about our clients’ success in the areas of 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.

The Office Leader is the most senior leader in a given office, responsible for guiding the local team in pursuit of the office’s vision, mission, and goals, in alignment with Alera Group’s values and objectives. This role oversees office culture, brand, talent management, client satisfaction, revenue growth, profitability, and colleague engagement. The Deerfield office is a $50M+ revenue office with teams built around Property & Casualty and Employee Benefits.

The leader is accountable to their local office team, direct reports, the region’s leadership team and Alera Group’s senior leadership team. The role regularly interacts with colleagues in their own office, leaders in other offices, and colleagues at the national level.

• Leads team to meet financial, client, and colleague goals (short and long-term).
• Attracts, develops, and retains a talented, productive, and engaged team.
• Supports career paths and succession planning for talent development.
• Enhances client experience and builds a top-tier market reputation.
• Collaborates with vendors to improve client support and services.
• Manages workflows and adopt operational models to increase efficiency.
• Ensures compliance with ethical guidelines and industry regulations.
• Participates in regional discussions, work groups, verticals, and interest groups.
• Drives change through effective communication strategies.
• Supports and deploys Alera Shared Services (Practice Leader initiatives, Finance/Accounting, Technology, HR, Legal, Marketing).
• Presents acquisition targets to the M&A Team and support the acquisition process.
• Shares and supports Alera communication and resources to ensure visibility of broader initiatives.

• Bachelor’s degree in business or related discipline (finance, marketing, operations, accounting, etc.) required
• Graduate degree or MBA preferred but not required
• Prior experience in Insurance required
• Professional certifications in employee benefits, property & casualty, wealth management, and/or HR as needed
• Proficiency in MS Office Suite

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.

Salary range is $215K to 275K per year, with total comp to include discretionary bonus potential.

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.

Hybrid