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At Alera Group, our Employee Benefits teams help organizations attract, retain, and engage their workforce through creative, compliant, and competitive benefits strategies. We’re seeking a Account Executive who will make a meaningful impact by delivering proactive client service, thoughtful benefits strategy, and a high-touch experience for both clients and employees. Alera Group was founded in 2017 and has grown to become the 14th largest broker of U.S. business. We are passionate about our clients’ success in the areas of Employee Benefits, Property and Casualty Insurance, and Financial Services. With a network of offices nationwide, our commitment to collaboration allows us to offer national resources combined with local service. This role supports clients by ensuring benefits programs are administered accurately, aligned with strategic objectives, and compliant with all regulatory requirements. You’ll partner with internal teams and client contacts to deliver seamless execution, creative solutions, and a superior client experience.
Job Responsibility:
Lead client strategic initiatives from identification through successful implementation
Partner with Consultants, internal teams, and external vendors to define, execute, and track initiatives aligned to client goals
Drive data‑informed decision‑making to support long‑term client strategy and retention
Serve as the primary vendor liaison for strategic initiatives and complex projects
Maintain accountability for client retention through proactive planning, execution, and relationship management
Build strong, trusted relationships that elevate the overall client experience
Deliver consistent service excellence through proactive, transparent communication
Strengthen and manage vendor partnerships to enhance service quality, responsiveness, and value
Develop and deliver presentations, project plans, and client communications related to strategic initiatives
Own and actively manage client renewal calendars, ensuring all milestones and deliverables are completed on time
Ensure high‑quality work products are delivered consistently and in alignment with internal standards
Coordinate employee communications tied to renewals and strategic initiatives
Partner with internal teams to ensure policies, procedures, and documentation standards are followed
Requirements:
Active State Life & Health insurance license
Bachelor’s degree required
Proven success managing a book of business of 51+ employee benefits clients
Strong knowledge of employee benefits, including self‑funded plans
Excellent written, verbal, and presentation skills
Proficiency with Microsoft Office and modern insurance technology platforms
Ability to manage multiple priorities in a fast‑paced, deadline‑driven environment
Nice to have:
Experience leading complex client initiatives and strategic projects
Strong analytical skills with the ability to translate data into actionable strategy
What we offer:
medical
dental
vision
life and disability coverage
401(k)
generous PTO
performance-based bonus
professional development through Alera Group Academy