Managing Consultant jobs in United States
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Alera Group, Inc. · 19 hours ago

Managing Consultant

Alera Group, Inc. is seeking a Managing Consultant to join their team, which has grown to become a leading broker in the US business landscape. The role involves serving as the primary client advisor, driving strategic benefit planning, and leading a team while identifying client growth opportunities.

Employee BenefitsFinancial ServicesInsuranceRisk Management

Responsibilities

Serve as primary client advisor, owning client relationships, delivering strategic recommendations, leading annual reviews, and managing complex issues and escalations
Drive financial, analytical, and strategic benefit planning, including renewals, multi-year benefit strategies, custom financial modeling, compliance oversight, and market insight
Lead and develop the team while identifying client growth opportunities through mentorship, training, and expansion across benefits, analytics, and point solutions

Qualification

Employee benefits managementClient retentionLeadershipLife & Health LicenseUnderwriting expertiseData analysisStrategic recommendationsMentorship

Required

8+ years managing complex employee benefit accounts, with a demonstrated history of leadership, client retention, and management
Active Life & Health License in the state of residence
Deep expertise in underwriting, plan funding (fully insured, level funded, self-insured), and data analysis

Benefits

Comprehensive benefits
Medical
Dental
Life and disability insurance
401k
Generous paid time off

Company

Alera Group, Inc.

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Alera Group is a growing leader, reimagining the complex risk management, insurance and financial services delivery experience through intentional collaboration connecting clients to holistic solutions that protect and grow all they value most.

Funding

Current Stage
Late Stage
Total Funding
$1.1B
Key Investors
Bank of MontrealGenstar Capital
2025-05-01Debt Financing· $1B
2023-04-12Private Equity· $100M
2017-01-04Private Equity

Leadership Team

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Jim Blue
Chief Executive Officer
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Alan Levitz
Executive Vice Chairman
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Company data provided by crunchbase