Senior Employee Benefits Account Executive jobs in United States
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Alera Group, Inc. · 2 weeks ago

Senior Employee Benefits Account Executive

Alera Group, Inc. is looking for a Senior Employee Benefits Account Executive who will manage, retain, and grow a portfolio of employee benefits clients. The role involves serving as a senior-level consultant and primary client relationship lead, ensuring operational excellence and client satisfaction while mentoring junior team members.

Employee BenefitsFinancial ServicesInsuranceRisk Management

Responsibilities

Serve as primary advisor for assigned clients, providing guidance on benefits strategy, plan design, funding, contributions, and program enhancements
Lead end-to-end renewal and marketing processes, including RFP strategy, carrier evaluation, recommendations, and smooth plan transitions
Maintain knowledge of ACA, ERISA, COBRA, HIPAA, Section 125, and other regulations; support clients on compliance questions and ensure programs align with regulatory requirements and best practices
Mentor and direct Account Managers and support staff, partner with Producers for retention/upsell, and ensure accountability, accurate workflows, and problem resolution
Monitor client revenue, fees, and service models; support profitability and retention goals; ensure accurate documentation and effective use of agency systems (CRM, enrollment, proposal tools)

Qualification

Employee Benefits ConsultingRenewal StrategyNegotiationsCalifornia Life & Health LicenseAgency Platforms FamiliarityClient PresentationsMentoringTeam Collaboration

Required

7+ years in employee benefits consulting or brokerage, managing mid-to-large group clients independently
Strong skills in renewal strategy, negotiations, client presentations, and self-funded/alternative funding arrangements
Experience working in a producer/service team model and mentoring or training junior team members
California Life & Health Insurance License (or ability to obtain); Bachelor's degree preferred or equivalent experience
Familiarity with agency platforms such as Alera Group, BenefitPoint, or similar systems

Preferred

Bachelor's degree preferred or equivalent experience

Benefits

Medical
Dental
Life and disability insurance
401k
Generous paid time off
Much more

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 Chairman
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Company data provided by crunchbase