PEN - Senior Benefit Consultant

Overview Senior Benefit Consultant – 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 Senior Benefit Consultant 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

• Independently lead strategic planning and key client meetings including executive and C‑suite engagements
• Develop and deliver multi‑year benefit strategies aligned with organizational goals, workforce needs and market conditions
• Own client strategy execution timelines and outcomes end to end
• Build and maintain trusted senior level client relationships and identify opportunities for expanded services

• Prepare, review, and present advanced financial analyses including budgeting, forecasting, contribution modeling, benchmarking and claims performance
• Maintain expert knowledge of financial workbooks and modeling tools to validate recommendations and support executive‑level presentations
• Ensure accuracy, integrity and clarity of all financial information shared with clients and internal stakeholders

• Provide strategic oversight of renewals, RFPs and vendor relationships and lead negotiations in support of client interests
• Review carrier proposals, contracts and communications for accuracy, compliance and alignment with client objectives
• Lead implementation of new products, plans and services in coordination with internal and external partners

• Prepare advanced client presentations, service plans and project timelines
• Document final client decisions to ensure clarity, accountability and audit readiness
• Own accuracy of all client‑facing deliverables, reports, compensation disclosures and communications

• Deliver clear, confident executive‑level presentations translating complex strategies and financial concepts
• Collaborate closely with internal account teams, subject matter experts and vendors to drive high‑quality outcomes
• Mentor and support team members through peer reviews and knowledge sharing
• Participate in firm‑wide initiatives, process improvements and consulting best practices

• Active Life and Health insurance license
• Bachelor’s degree or equivalent relevant experience
• Advanced proficiency in Microsoft Excel, PowerPoint, Word and Outlook
• Exceptional written, verbal and presentation skills for executive audiences
• Strong project management, organizational skills and attention to detail
• Ability to manage multiple complex client engagements simultaneously

• Advanced expertise in health and welfare benefit programs and funding strategies
• Strong strategic thinking, financial acumen and problem‑solving skills
• Experience advising senior leadership and C‑suite stakeholders

Compensation: Salary…