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

Senior Consultant, Employee Benefits

Alera Group, Inc. is seeking a Senior Consultant in Employee Benefits to join their team. This role involves leading the development of strategic benefit solutions, delivering complex financial analysis, and mentoring team members while ensuring client satisfaction and alignment with their goals.

Employee BenefitsFinancial ServicesInsuranceRisk Management

Responsibilities

Lead Client Advisory & Strategy - Serve as a primary client advisor, ensuring satisfaction and alignment with client philosophy and goals. Develop and assist in leading annual strategic reviews and multi-year benefit strategies
Deliver Financial Analysis - Produce comprehensive financial analyses, including renewals, budgets, contribution modeling, claims trends, and RFP outcomes
Oversee Client Outcomes - Oversee plan design, funding, and vendor negotiations to ensure optimal client outcomes. Serve as an escalation resource for complex client and service issues
Provide Team Guidance - Mentor team members and lead training sessions, effectively teaching complex processes and concepts to junior staff
Maintain Expertise - Possess a strong understanding of regulatory trends, including ERISA, ACA, and HIPAA. Stay current on market trends and relay those trends during strategy meetings
Identify Growth - Proactively pursue growth opportunities across clients (e.g., voluntary benefits, analytics, point solutions)

Qualification

Employee Benefits ManagementFinancial AnalysisUnderwriting ExpertiseLife & Health LicenseMicrosoft Office ProficiencyRelationship ManagementStrategic ThinkingEffective CommunicationEmotional IntelligenceOrganizational Skills

Required

6+ years managing complex employee benefit accounts or relevant business experience
Active Life & Health License in the state of residence
Deep expertise in underwriting, plan funding (fully insured, level funded, self-insured), and data analysis
Advanced proficiency in Microsoft Office, particularly Excel, PowerPoint, Word, and Outlook
Proficiency in BenefitPoint is also required

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