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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 an Employee Benefits Lead Associate 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. 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
Support Account Executives with pre-sale and post-sale activities for new business
Provide a high-quality customer experience through timely, accurate, and professional communication
Act as a liaison between brokers, Account Executives, internal teams, and carrier underwriting departments
Respond promptly to internal and external new business opportunities and requests
Review, qualify, and process incoming new case submissions
Organize and review employee applications and employer documentation for eligibility review
Create and maintain tracking logs and group folders to ensure accurate documentation and visibility
Verify broker appointments with carriers and coordinate certification requirements
Prepare and distribute employer applications and required forms for sold new group opportunities
Submit benefit modifications following initial enrollment
Complete COBRA and POP submission processes
Manage Broker of Record and Account Management requests, ensuring accurate documentation and proper execution
Coordinate RFP requests for large group and ancillary opportunities, identifying missing information and supporting submissions
Oversee submissions of large group cases to carriers
Build expertise in products, systems, and underwriting to effectively support broker and client needs
Strengthen broker relationships through consistency, accuracy, and proactive support
Requirements
Experience supporting employee benefits new business, underwriting, or account services
Strong organizational skills with the ability to manage multiple priorities
Excellent written and verbal communication skills
High attention to detail and accuracy
Proficiency in Microsoft Office and comfort working within shared systems and document repositories
Active CA Life & Health License
Nice to have
Experience working in an employee benefits brokerage or carrier environment
Familiarity with SharePoint, document management, and electronic signature platforms
Understanding of group benefits underwriting and submission processes
What we offer
Medical, dental, vision, life and disability coverage
401(k)
Generous PTO
Access to role-specific learning paths
Leadership development programs
Technical and compliance training
Industry certifications and continuing education support