Managing Consultant jobs in United States
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Alera Group, Inc. · 1 day ago

Managing Consultant

positionBoston, MA
timeFull-time
remoteHybrid
senioritySenior Level, Lead/Staff
money$160K/yr - $250K/yr
date8+ years exp

Alera Group is a growing company specializing in Employee Benefits, Property and Casualty Insurance, Retirement Plan Services, and Wealth Services. They are seeking a Managing Consultant to serve as a primary client advisor, drive financial and strategic benefit planning, and lead a team to identify 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

Medical
Dental
Life and disability insurance
401k
Generous paid time off
And 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.
dateFounded in 2017
location
Deerfield, Illinois, USA
people-size1001-5000 employees
web-link
http://aleragroup.com

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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Recent News

Morningstar.com
Insurance Agency Mergers and Acquisitions Decline Slightly YTD
2025-10-21
PR Newswire
Oregon Health Care Association Expands Partnership with Alera Group and Propel Insurance to Deliver Comprehensive Employee Benefits and Risk Solutions
2025-10-15
PR Newswire
Propel Insurance Appoints Melody Olson to Lead National Real Estate and Construction Practice; Max Hanley Named Regional Director for Washington and Alaska
2025-10-01
Company data provided by crunchbase