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Employee Benefits Lead Associate Account Executive

United States Employment contract 70000.00 - 90000.00 USD / Year · Job Posted June 09, 2026
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Job Description

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
  • Peer learning and knowledge-sharing communities

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