SHZ - Account Executive

Overview Account Executive – Employee Benefits

Hybrid

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 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.

About Alera Group 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

• Manage a book of employee benefits clients and serve as the primary day‑to‑day contact for client leadership
• Establish service schedules and oversee all client deliverables, including renewals, reporting, and open enrollment
• Conduct most open enrollment meetings for assigned clients
• Take ownership of escalated service issues related to eligibility, claims, billing, and policy matters

• Manage implementation of new clients, including BOR submissions and carrier coordination
• Oversee preparation of renewal recaps, quarterly reviews, RFPs, and renewal strategy presentations
• Coordinate with Account Administrators to ensure accuracy and integrity of data in agency management systems
• Release RFPs, manage carrier follow‑up, and respond to carrier requests
• Organize and analyze carrier quotes and prepare final rate confirmation materials
• Manage carrier installation and termination processes
• Prepare and distribute final SBCs, rates, and compensation confirmations
• Support special projects such as eligibility audits, packet creation, and health fair coordination

• Partner with Producers to retain and grow client relationships
• Maintain strong client engagement through proactive communication and reliable execution
• Identify opportunities to enhance service delivery and strengthen long‑term client partnerships

• Bachelor’s degree preferred or equivalent professional experience
• Experience supporting or managing employee benefits clients
• Strong verbal and written communication skills
• Ability to manage multiple priorities and deadlines with minimal supervision
• Strong analytical and organizational skills
• Advanced proficiency in Microsoft Excel and working knowledge of Microsoft Office and Adobe tools

• Experience leading open enrollment meetings
• Familiarity with agency management systems
• Employee benefits insurance licensure

• Client‑first mindset
• Attention to detail and accuracy
• Accountability and follow‑through
• Strong organization and time management
• Collaboration and teamwork
• Professional judgment and discretion

Compensation: Salary range: $80,000-$120,000 per year DOE Eligible for performance‑based bonus:
Yes

Benefits: Alera Group offers comprehensive benefits including medical, dental, vision, life and disability coverage, 401(k), generous PTO, and more.

Work Model: This role is Hybrid

At Alera Group, growth isn’t left to chance. Through Alera Group Academy
, we provide structured development opportunities designed to help…