Office Leader and Managing Consultant jobs in United States
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Alera Group, Inc. · 1 hour ago

Office Leader and Managing Consultant

Alera Group is a growing organization that specializes in Employee Benefits, Property and Casualty Insurance, Retirement Plan Services, and Wealth Services. They are seeking a seasoned benefits consultant to serve as a trusted advisor and leader within their consulting practice, focusing on delivering thoughtful benefit strategies and building long-term client partnerships.

Employee BenefitsFinancial ServicesInsuranceRisk Management

Responsibilities

Act as the primary advisor for complex client relationships, ensuring alignment with client goals and a high level of satisfaction
Lead strategic discussions by interpreting financial and market data into actionable insights and recommendations
Develop multi-year benefit strategies that balance cost, compliance, and employee experience
Identify opportunities to expand client solutions and partner across Alera to deliver added value
Lead annual strategic reviews and collaborate with internal teams to design and evolve long-term benefit strategies
Deliver and explain financial analyses including renewals, budgets, and claims trends; build custom models to support client decision-making
Mentor and oversee consultants and analysts, ensuring strong execution across plan design, funding strategies, and vendor negotiations
Serve as an escalation resource for complex client or service issues, resolving challenges with confidence and care
Stay current on industry trends, regulatory changes, and market conditions to proactively guide clients

Qualification

Employee benefits consultingClient retention strategiesUnderwriting expertisePlan funding strategiesAdvanced Excel skillsBenefitPoint experienceFinancial acumenCommunication skillsLeadership skillsOrganizational skills

Required

Bachelor's degree or equivalent professional experience
8+ years of experience managing complex employee benefit accounts
Proven success in client retention, strategic consulting, and leadership
Strong expertise in underwriting and plan funding strategies (fully insured, level funded, self-insured)
Active Life & Health License in state of residence
Advanced Excel skills with strong proficiency in PowerPoint, Word, and Outlook
Strong financial acumen with the ability to tell a clear, compelling story through data
Excellent communication and presentation skills with the ability to navigate and diffuse complex conversations
High emotional intelligence and a collaborative leadership style
Highly organized with the ability to manage multiple priorities across the full client lifecycle

Preferred

Experience with BenefitPoint

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 Vice Chairman
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Company data provided by crunchbase