Alera Group

Role Description Actuarial Consultant – Employee Benefits 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 Actuarial Consultant 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. Responsibilities - Actuarial Consulting & Analysis - Lead the development, maintenance, and peer review of actuarial models for feasibility studies, pension captives, and pro forma financial modeling - Prepare actuarial reports, presentations, and supporting documentation - Contribute to the ongoing enhancement of actuarial technical capabilities through evolving technology and best practices - Client & Project Support - Collaborate with actuarial team members on a variety of client projects and strategic initiatives - Prepare deliverables and lead or participate in client meetings - Support new business development activities and proposal pursuits - Operational Excellence - Drive automation and improvement of existing actuarial processes and methodologies - Support continuous improvement initiatives that enhance efficiency and analytical capabilities - Perform other duties as assigned Qualifications - Required - Associateship or Fellowship in the Society of Actuaries (SOA) - Strong attention to detail with exceptional analytical and problem-solving abilities - Proficiency in Microsoft Excel, Word, and PowerPoint - Experience with actuarial tools and technologies such as Python, VBA, ProVal, or similar platforms - Excellent written and verbal communication skills - Ability to work independently and collaboratively within a team environment - High level of responsiveness, dependability, and professionalism - Ability to adapt to a dynamic, fast-paced environment - Strong organizational skills with the ability to manage multiple priorities and deadlines - Proven research and technical writing capabilities - Preferred - Experience supporting pension risk transfer initiatives - Experience with captive insurance consulting or alternative risk solutions - Demonstrated expertise in actuarial modeling and financial analysis Core Competencies - Analytical Thinking - Problem Solving - Attention to Detail - Accountability and Follow-Through - Collaboration - Technical Expertise - Communication Skills - Adaptability - Client-Focused Mindset Benefits - Alera Group offers comprehensive benefits including medical, dental, vision, life and disability coverage, 401(k), generous PTO, and more. Work Model - This role is Remote Professional Development – Alera Group Academy At Alera Group, growth isn’t left to chance. Through Alera Group Academy, we provide structured development opportunities designed to help you expand your expertise and build a meaningful career. - Role-specific learning paths - Leadership development programs - Technical and compliance training - Industry certifications and continuing education support - Peer learning and knowledge-sharing communities

Role Description Alera Group is looking for a motivated Recruiting Coordinator who brings experience and enthusiasm that fits well within a rapidly growing enterprise! This is a remote opportunity. 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. Responsibilities - Ensure a smoothly operating recruiting function by understanding and monitoring all connection points between hiring managers, recruiters, HR business partners, HRIS/onboarding partners, and systems. - Handle important administrative functions to allow recruiter teammates to focus on recruiting. - Contribute to the Talent Acquisition team’s goal to work seamlessly with HR colleagues and other shared services partners to provide excellent service to hiring managers. - Streamline Technology Workflows: - Monitor team inbox and upload submitted job requisitions from Monday.com into iCIMS. - Ensure accuracy and completeness of job and candidate data in iCIMS before transferring to UKG and HRIS onboarding systems. - Maintain and update data in the Predictive Index and contract management systems (IntelAgree). - Assist with reporting and system access requests. - Maintain Data Integrity: - Update company data, entity codes, and third-party recruiting agency information in iCIMS. - Support data cleanup and alignment for system upgrades and new product implementations. - Talent Acquisition Support: - Manage up to 10 job requisitions, coordinating with third-party agencies, regional TA specialists, and hiring managers to ensure a smooth candidate flow through to onboarding. - Handle internal transfer processes from posting to onboarding. - Assist recruiters with offer letter creation and external job postings. - Job Posting and Documentation: - Draft job postings from descriptions using a standard template and maintain organized records in the HR shared folder. Qualifications - Bachelor’s degree preferred. - 1-2 years experience in a Talent Acquisition role within a large company. - SHRM or other HR certifications are a plus. - Proficiency in Microsoft Office, especially Excel, with the ability to learn new platforms quickly (Workday, iCIMS, UKG, Monday.com). - Strong organizational skills with excellent written and verbal communications abilities. - Collaborative mindset to work effectively within the HR team and with hiring managers, ensuring a positive candidate and onboarding experience. Requirements - Salary range: $60,000– $70,000 per year. Benefits - Alera Group offers comprehensive benefits including medical, dental, vision, life and disability coverage, 401(k), generous PTO, and more. Professional Development At Alera Group, growth isn’t left to chance. Through Alera Group Academy, we provide structured development opportunities designed to help you expand your expertise and build a meaningful career. - Role-specific learning paths - Leadership development programs - Technical and compliance training - Industry certifications and continuing education support - Peer learning and knowledge-sharing communities

Role Description We’re seeking an Insurance Agent 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. Responsibilities - Client Partnership & Service Excellence - Partner with clients to deliver employee benefits programs that meet individual and organizational needs. - Provide education and guidance on health, dental, vision, and supplemental insurance options. - Respond to client and employee inquiries with clear, accurate information across phone, online, and in-person channels. - Explain key insurance concepts including deductibles, co-pays, out-of-pocket maximums, and subsidy eligibility. - Operational & Compliance Excellence - Administer benefits enrollment processes including new enrollments, updates, and record maintenance. - Maintain accurate client documentation in CRM systems and enrollment platforms. - Ensure compliance with applicable regulations and internal processes. - Collaborate with carriers, internal teams, and third-party systems to ensure accuracy and efficiency. - Growth & Retention - Support new business initiatives by engaging prospective and existing clients. - Identify opportunities to improve client experience and strengthen long-term relationships. - Contribute to team performance by sharing knowledge, best practices, and supporting service improvements. Qualifications - Required - Bilingual in Spanish and English (both written and verbal). - One plus years of experience in sales, customer service, or a related field. - Understanding of health insurance plans and enrollment processes. - Strong client service orientation and ability to manage multiple interactions. - Excellent communication and interpersonal skills. - Preferred - High school diploma or equivalent with additional coursework a plus. - Experience using CRM systems and platforms such as Covered California. - Comfort using Google Workspace and digital systems. Core Competencies - Attention to detail and organizational skills. - Strong communication and client engagement. - Problem solving and ability to explain complex information clearly. - Ability to work in a fast-paced environment and manage competing priorities. - Collaborative mindset and team-oriented approach. Compensation - Hourly range: $20 – $24 per hour. - Eligible for performance-based bonus: [Yes/No – if applicable]. Benefits - Alera Group offers comprehensive benefits including medical, dental, vision, life and disability coverage, 401(k), generous PTO, and more. Professional Development – Alera Group Academy At Alera Group, growth isn’t left to chance. Through Alera Group Academy, we provide structured development opportunities designed to help you expand your expertise and build a meaningful career. - Role-specific learning paths. - Leadership development programs. - Technical and compliance training. - Industry certifications and continuing education support. - Peer learning and knowledge-sharing communities. Licensure & Certifications (If Applicable) - This position may require active [State Life & Health License / Property & Casualty License / Series 6/7/65/66 / etc.]. - Ability to obtain required licensure within [X] months of hire. - Ongoing continuing education to maintain active status. Equal Opportunity Employer We're an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status, or any other protected class. Alera Group is committed to protecting your privacy. Please review our Privacy Policy to understand what personal information we may collect and use as part of your application process.

Role Description The Associate Director, Spending Account Operations is responsible for leading a high-performing team focused on claims processing, funding reconciliation, and data analytics for spending account programs. This role ensures the accurate and compliant administration of Health Savings Accounts (HSA), Flexible Spending Accounts (FSA), Health Reimbursement Arrangements (HRA), and Commuter Benefits, while driving operational efficiency, compliance, and client satisfaction. The Associate Director aligns department goals with broader organizational objectives, fosters cross-functional collaboration, and ensures the successful execution of best practices and process improvements. Additionally, this role serves as the primary liaison between internal stakeholders and external vendors, advocating for platform enhancements and ensuring seamless service delivery. - Leadership & Team Development: - Leads, manages, and develops a high-performing team responsible for claims administration, funding reconciliation, and data analysis. - Provides coaching, feedback, and performance evaluations through structured processes such as 15Five check-ins, L10 meetings, and 1:1s. - Ensures team alignment with strategic objectives, performance metrics, and compliance standards while fostering a culture of continuous learning and professional growth. - Client Experience & Retention: - Ensures best-in-class client service by coaching and mentoring team members to resolve client issues efficiently and proactively. - Serves as the final escalation point for complex claims, funding discrepancies, and reporting concerns. - Implements preventative measures to enhance client experience and optimize service delivery. - Monitors client retention metrics and identifies areas for service enhancement and process improvements. - Operational Excellence & Compliance: - Establishes and enforces best practices for claims processing, funding reconciliation, and data integrity. - Ensures regulatory compliance with IRS guidelines and industry standards related to HSAs, FSAs, HRAs, and Commuter Benefits. - Works with internal teams to maintain data accuracy and process efficiency across all systems. - Drives automation and process optimization initiatives to streamline operations and improve accuracy. - Strategic Growth & Collaboration: - Aligns department initiatives with COE’s strategic objectives, supporting revenue growth and operational efficiencies. - Partners with Sales & Marketing to position the value proposition of spending account services. - Collaborates with Finance & Leadership to ensure accurate revenue tracking, financial forecasting, and funding reconciliation. - Identifies opportunities for expanding service offerings and enhancing client value through technology and service enhancements. - Performance Monitoring & Reporting: - Implements structured KPI tracking, quarterly performance evaluations, and operational reporting for senior leadership. - Uses data-driven insights to optimize claims administration, funding reconciliation, and overall service delivery. - Ensures that team members are meeting or exceeding service-level agreements (SLAs) and compliance requirements. - Vendor & Partner Liaison: - Acts as the primary liaison between internal stakeholders and external technology vendors, ensuring strategic alignment and issue resolution. - Advocates for platform enhancements and process improvements with third-party vendors. - Ensures seamless integration and execution of spending account operations across all systems. Qualifications - Required: WEX experience - 5+ years of experience in spending account operations (HSA, FSA, HRA, commuter benefits) - 5+ years of experience in client success, account management, claims, or related functions - 2+ years of leadership experience leading client-facing or operational teams - Strong knowledge of IRS regulations and compliance related to spending accounts - Experience working with spending account platforms and technology - Proficiency in Excel (pivot tables, VLOOKUP) and CRM/tools (e.g., Zoho or similar) - Proven ability to lead teams, drive process improvements, and optimize service delivery - Strong communication and relationship management skills with the ability to resolve complex issues - Demonstrated strategic thinking, analytical, and problem-solving skills - Bachelor’s degree in Business, Finance, Marketing, or related field preferred Requirements - Salary range: $105,000 – $115,000 per year Benefits - Alera Group offers comprehensive benefits including medical, dental, vision, life and disability coverage, 401(k), generous PTO, and more. Company Description 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. - Make an Impact: Your work supports businesses and individuals in protecting what matters most. - Grow With Us: We invest in development, mentorship, and long-term career growth. - The Collaborative Way: We believe in accountability, teamwork, and shared success across all offices and lines of business. - National Strength. Local Heart: Scale, resources, and expertise — with relationships that feel personal.

Role Description The Pharmacy RFP Consultant is responsible for managing the end-to-end RFP process for employer pharmacy benefit programs. This individual will coordinate all aspects of PBM and point-solution evaluations—from data collection and analysis to scoring, documentation, and finalist preparation. The ideal candidate is analytical, tactical, highly organized, detail-oriented, and thrives in a fast-paced environment with multiple deliverables. This role combines project management, data analysis, and administrative coordination, ensuring that every RFP is executed with precision, consistency, and professionalism. Core Responsibilities - RFP Project Management - Coordinate and manage the entire PBM RFP process from launch through finalist selection. - Track timelines, deliverables, and communication milestones across all stakeholders. - Develop and maintain RFP project plans, including kickoff schedules, vendor response deadlines, and client review sessions. - Ensure alignment with internal standards and templates for each RFP. - Maintain RFP documentation and file organization for internal and client access. - Analytical and Tactical Support - Review and validate PBM response data, including pricing, guarantees, and program performance. - Prepare side-by-side comparison summaries (Excel-based) to evaluate vendor proposals. - Work closely with Underwriting and Clinical teams to integrate cost modeling and program assessments. - Identify inconsistencies or red flags in PBM submissions and escalate as needed. - Support creation of executive-level client summaries, highlighting key differences, savings opportunities, and recommendations. - Vendor Coordination - Distribute RFP materials and manage vendor communications throughout the process. - Track vendor questions and coordinate timely, consolidated responses. - Monitor vendor response submissions for completeness and accuracy. - Support vendor scoring and documentation of qualitative and quantitative results. - Maintain a vendor tracking sheet with historical performance, pricing, and engagement notes. - Administrative and Organizational Tasks - Prepare and update standard RFP templates, forms, and checklists. - Maintain organized file structures for each RFP cycle (proposals, analyses, notes, and client deliverables). - Assist in scheduling internal and external meetings, including vendor interviews and client review sessions. - Support document version control, proofreading, and formatting for client-facing reports. - Manage internal folders and ensure all RFP documentation is archived correctly for compliance and reference. - Client Support and Reporting - Assist consultants and account managers in preparing client-ready reports, presentations, and summaries. - Help organize client review calls—preparing meeting materials, agendas, and recap notes. - Respond to client and internal inquiries related to RFP status, timelines, and vendor data. - Support post-RFP activities such as finalist coordination and contracting handoff. Qualifications - Bachelor’s degree in Business, Finance, Health Administration, or a related field. - 3+ years of experience in pharmacy benefits, PBM consulting, or RFP project coordination. - Familiarity with PBM pricing models, rebate structures, and performance guarantees a strong plus. - Proficiency in Microsoft Excel, Word, and PowerPoint required. Requirements - Core Competencies - Analytical: Strong proficiency in Excel; ability to interpret, validate, and summarize quantitative data. - Tactical: Understands how to execute repeatable processes accurately and efficiently. - Detail-Oriented: Thorough, precise, and able to identify errors or inconsistencies in data or documents. - Organized: Skilled at managing multiple projects and meeting deadlines in a structured, prioritized way. - Administrative Discipline: Comfortable handling logistics, documentation, and data management tasks with accuracy. - Communicative: Clear and professional in written and verbal communication; able to coordinate across multiple stakeholders. - Time Management: Excellent at balancing multiple RFPs, vendor interactions, and deadlines simultaneously. Benefits - Alera Group offers comprehensive benefits including medical, dental, vision, life and disability coverage, 401(k), generous PTO, and more.

Role Description At Alera Group, our finance teams play a critical role in supporting the financial health, operational excellence, and continued growth of our business. Alera Group is looking for a strategic, hands-on Tri-State Market Controller to support the Northeast Region finance organization. This role will serve as the senior finance leader for the Tri-State market, owning accounting operations, financial reporting, close processes, compliance, and business partnership activities across the region. The ideal candidate brings strong controllership experience, deep accounting expertise, leadership capabilities, and the ability to thrive in a fast-paced, evolving environment. This individual will also play a key role in regional transformation initiatives, including system consolidations, operational improvements, and acquisition integrations. Responsibilities - Financial Leadership & Ownership - Own accounting, finance operations, and required financial reporting for the Tri-State market within Alera’s Northeast Region. - Serve as a trusted finance business partner to regional leadership, agency leaders, and cross-functional stakeholders. - Support broader Northeast Region finance initiatives and special projects as needed. - Month-End Close, Reporting & Analysis - Lead the month-end close process, including reconciliations, journal entries, and deliverables to ensure timely and accurate reporting in accordance with corporate timelines. - Prepare, review, and analyze financial statements, management reports, and business performance commentary. - Partner with FP&A and operational leaders on budgeting, forecasting, variance analysis, trend reporting, and financial lookbacks. - Identify insights, risks, and opportunities through financial analysis and performance monitoring. - Process Improvement, Controls & Compliance - Evaluate and improve accounting processes, workflows, and internal controls to drive efficiency, accuracy, and scalability. - Ensure compliance with US GAAP, company policies, and applicable regulatory requirements. - Maintain strong technical accounting knowledge and apply best practices across reporting and controllership activities. - Lead audit preparation and coordination in partnership with Northeast Finance leadership. - Transformation & Strategic Initiatives - Support finance transformation efforts, including accounting system migrations, AMS consolidations, and process standardization initiatives. - Partner on integration efforts related to acquisitions, including onboarding newly acquired agencies into Alera’s financial operating model. - Help drive continuous improvement across regional finance operations. - Team Leadership & Collaboration - Lead, coach, and develop finance and accounting team members, including remote and geographically dispersed employees. - Establish priorities, delegate effectively, and foster accountability across the team. - Provide mentorship, tools, and operational guidance to support team success. - Collaborate closely with agency leadership and business partners to define, track, and communicate key business metrics. Qualifications - 10+ years of progressive accounting and finance experience. - 5+ years of leadership experience in senior accounting, controllership, or finance management roles. - Strong knowledge of US GAAP and technical accounting principles. - Proven experience leading month-end close, financial reporting, and accounting operations. - Experience managing distributed or remote teams across multiple locations. - Demonstrated success improving processes, strengthening controls, and driving operational efficiency. - Experience partnering with executive leadership and operational stakeholders. Requirements - Insurance brokerage, financial services, or professional services industry experience strongly preferred. - Experience supporting acquisitions, integrations, or multi-entity organizations. - Exposure to system transformations, accounting platform migrations, or automation initiatives. - CPA strongly preferred. Benefits - Medical - Dental - Vision - Life and disability coverage - 401(k) - Generous PTO - Additional wellness and development benefits Company Description Alera Group is an independent, national insurance and financial services firm built on the belief that collaboration drives better outcomes. Founded in 2017 by a group of like-minded entrepreneurs, Alera has grown into one of the nation’s leading firms, bringing together deep expertise across Employee Benefits, Property & Casualty, Retirement Plan Services, Wealth Services, and HR consulting. With a people-first culture and a strong focus on client experience, Alera empowers teams to make an impact while growing meaningful careers.

Role Description The VP, Pharmacy Consulting is a dynamic "player/coach" leader responsible for driving revenue growth, building and managing a high-performing sales team, and fostering a culture of collaboration and excellence. The VP aligns strategy and execution with Alera Group’s vision and values, balancing strategic agility with hands-on leadership. While primarily focused on sales and growth, this leader will step in to support service teams as needed, without being involved in daily operations. This role combines thought leadership, business development, and hands-on coaching to elevate the team while driving aggressive, sustainable growth. - Set the strategy, lead the team, strengthen the product, and personally drive key wins. - This is a growth role, not a maintenance role, but quality and clinical integrity remain non-negotiable. Responsibilities - Growth Leadership - Act as a visible, active “player” in the market: join sales meetings, lead finalist presentations, and serve as the clinical face of the practice. - Build strong partnerships with internal producers, earning trust through clarity, humility, and real expertise. - Develop a repeatable, compelling commercial story for Pharmacy Consulting. - Identify new revenue streams, products, and innovations to expand relevance and market share. - Practice Management & Strategy - P&L ownership, accountable for revenue growth and margin. - Develop a long-range strategy for pharmacy services, including pricing, products, talent, analytics, and delivery. - Ensure clinical rigor across all recommendations, client deliverables, and service models. - Oversee quality control, compliance, and alignment with industry best practices. - Maintain a high bar for accuracy, clarity, and ethical standards. - Partner with cross-functional teams in analytics, communications, voluntary benefits, tech, and PE due diligence to enhance cross-sell opportunities. - Team Leadership - Lead, mentor, and elevate a team of clinical pharmacists, analysts, consultants, and client-facing specialists. - Build a culture of accountability, curiosity, and pride in results. - Develop talent pathways and successor readiness within the team. - Provide feedback with clarity and care. - Model the behavior expected: preparation, follow-through, and client obsession. - Client and Market Engagement - Serve as a thought leader in pharmacy trends, PBM strategy, specialty trends, cost containment, and plan design. - Meet directly with key clients and prospects to influence decisions and secure wins. - Represent the firm at conferences, associations, webinars, and industry forums. - Strengthen relationships with PBMs, carriers, specialty vendors, and strategic partners. Qualifications - 10+ years of experience in pharmacy consulting, PBM strategy, or clinical pharmacy leadership. - Expertise in drug trend analysis, clinical program evaluation, benefit design, and PBM contracting. - Strong commercial presence with the ability to simplify complex topics for non-clinical audiences. - Demonstrated ability to lead, coach, and inspire a high-performing team. - Strong communication and presentation skills; comfortable leading meetings from the C-suite to analysts. - Proven track record of driving revenue growth without compromising quality. - P&L ownership. Requirements - PharmD strongly preferred. - Experience selling consulting or advisory services. - Experience working within or alongside employer groups and brokers. - Knowledge of analytics platforms, drug utilization reviews, and audit methodologies. Education - A bachelor’s degree in business or related fields (e.g., finance, marketing, or operations) is preferred but not required. - Industry designations like Certified Consultant Pharmacist (CCP), Certified Specialty Pharmacist (CSP) are encouraged. - A graduate degree or MBA is beneficial but not necessary. Benefits - Comprehensive benefits including medical, dental, life and disability insurance. - 401k. - Generous paid time off. - Much more. Company Description Alera Group is looking for a VP, Pharmacy Consulting. Founded in 2017, Alera Group has grown to become the 14th largest broker of US business, passionate about clients’ success in Employee Benefits, Property and Casualty Insurance, Retirement Plan Services, and Wealth Services.

Role Description The Executive Director – Senior Care Practice is a senior operating leader responsible for the execution of Alera Group’s Senior Care strategy across the national platform. This role owns operational performance, financial discipline, talent effectiveness, and delivery of the Senior Care strategic pillars, ensuring the practice operates as one unified, scalable platform. Reporting to the Chief Sales Officer, the Executive Director partners closely with practice leadership and shared services to translate strategy into measurable client outcomes and sustainable earnings growth. Responsibilities - Strategic Execution & Practice Leadership: Execute the Senior Care strategic pillars through a unified national operating model. Translate strategy into operating plans, milestones, and measurable outcomes. Establish clear governance, decision ownership, and accountability across the practice. - Financial Discipline & Performance Management: Own operational financial performance for the Senior Care Practice in partnership with Finance, Sales and Service leadership. Manage against defined financial KPIs including revenue growth, expense ratios, margin improvement, and ROI. Ensure financial visibility, expense discipline, and data-supported decision making. - Operating Model & Service Delivery: Design, implement, and continuously improve the Senior Care operating and delivery model. Ensure service pillars are fully operationalized, integrated, and consistently delivered across regions. Drive improvements in data integrity, systems collaboration, and operational efficiency. - Talent Assessment & Organizational Effectiveness: Lead ongoing assessment of leadership, roles, and execution capacity across the Senior Care Practice. Identify talent gaps and recommend hiring, development, or organizational changes. Establish clear accountability and performance expectations in partnership with HR and people leaders within the practice. - Stakeholder Partnership: Serve as the primary operating partner to the Chief Sales Officer for Senior Care Execution. Collaborate closely with producers, senior care leaders, and shared services teams. Provide concise updates to executive leadership on progress, risks, and performance. Qualifications - Bachelor’s degree with 10 or more years of applicable work experience; MBA preferred - Senior operating leadership experience in the Senior Care industry, including senior care operators, insurance, brokerage, consulting, or professional services - Proven ability to execute strategy at scale - Strong financial acumen with experience managing P&L and expense discipline - Demonstrated experience assessing and leading high-performing teams - Ability to operate effectively in a producer-led, matrixed organization - Growth Mindset – Possess a strong growth mindset, which includes a focus on retention, and a willingness to learn; approach challenges with perseverance to overcome barriers by taking a new approach or seeking an alternate solution. - Change Management – Follow change management best practices to keep teams informed, supported, and engaged during times of change. - Coaching and Mentoring – Help team members grow and improve their skills; encourage others to take initiative and make decisions; invest your time and energy in the development of future talent. - Collaboration and Teamwork – Build an environment that is inclusive and collaborative; connect and foster relationships throughout Alera Group. - Communication – Listen in a way to understand and be influenced; give feedback in a way that moves the conversation and ideas forward; convey information clearly and concisely to improve individual/team effectiveness. - Decision-Making – Gather/interpret data and evaluate potential risks/benefits to make informed decisions; find innovative solutions to challenges. - Emotional Intelligence – Manage emotions, impulses, and adapting to change; recognize and understanding the emotions of others; build rapport, manage relationships, and lead teams effectively. - Performance Based Culture - Set expectations and honor commitments; take ownership of decisions and outcomes; act in an ethical manner while holding others accountable for their actions. - Strategic Thinking - Create a compelling long-term strategy for the organization or team; develop action plans and align resources to meet objectives; adjust strategies based on changes in the environment; plan, organize, and operate with broader organizational goals in mind. Requirements - Active State Property & Casualty License - Ongoing continuing education to maintain active status Benefits - Salary range: $220,000 – $250,000 per year - Eligible for performance-based bonus - Comprehensive benefits including medical, dental, vision, life and disability coverage, 401(k), generous PTO, and more. - Remote work model - Professional development through Alera Group Academy, including role-specific learning paths, leadership development programs, technical and compliance training, industry certifications, and peer learning communities.

Role Description The Account Executive serves as a strategic leader for a portfolio of employee benefits clients, providing hands-on project management and consultative guidance across complex benefit programs. This role partners closely with Producers and internal teams to oversee service delivery while maintaining strong, trusted relationships with client stakeholders — often at the HR leadership level. Success in this role looks like delivering tailored, data-driven benefit strategies, managing complex projects seamlessly, and elevating the overall client experience. Responsibilities - Client Leadership & Relationship Management - Serve as the primary strategic partner for assigned client accounts - Build and maintain strong relationships with HR leadership and key stakeholders - Lead client meetings, presentations, and ongoing communication - Develop a deep understanding of client culture, business goals, and financial priorities - Benefits Consulting & Strategy - Design and recommend competitive employee benefits programs - Conduct benchmarking and market analysis to inform plan strategy - Evaluate provider networks and vendor performance - Guide clients through plan design decisions and cost management strategies - Financial Analysis & Underwriting Insight - Analyze proposals, rate structures, and underwriting data - Provide financial insights to support client decision-making - Translate complex financial data into clear, actionable recommendations - Project Management & Execution - Oversee RFP processes, including development of bid specifications and proposal analysis - Manage timelines and deliverables across multiple client projects - Coordinate with internal service teams to ensure seamless execution - Maintain accountability for high-quality, timely deliverables - Collaboration & Business Development - Partner with Producers on client strategy and growth opportunities - Participate in new business efforts and finalist presentations - Collaborate with internal teams to continuously improve service delivery Qualifications - Required - Bachelor’s degree in Business, Finance, Insurance, or related field - Active Life & Health License - Minimum 5 years of employee benefits consulting experience, preferably within a brokerage environment - Strong knowledge of group health, managed care plans, and ancillary benefits - Experience supporting fully insured and self-funded clients, including multi-state organizations - Strong financial acumen and understanding of underwriting concepts - Proficiency in Microsoft Office Suite - Preferred - Experience managing mid-size clients (150–2,000 employees) - Proven experience leading client presentations and strategic discussions - Background supporting complex RFP and renewal processes Core Competencies - Strong client presence with excellent communication and presentation skills - Analytical mindset with strong problem-solving capabilities - Ability to manage multiple priorities in a fast-paced environment - High level of accountability and ownership - Collaborative approach with internal teams and stakeholders - Positive, driven, and self-motivated with a strong work ethic - Equivalent combinations of education and experience will be considered. Requirements - Salary range: $94,000 – $120,000 per year - Eligible for performance-based bonus: Yes Benefits - Alera Group offers comprehensive benefits including medical, dental, vision, life and disability coverage, 401(k), generous PTO, and more. Work Model - This role is Remote - Eastern Time Zone preferred - Candidates based in Atlanta, GA highly preferred Professional Development – Alera Group Academy At Alera Group, growth isn’t left to chance. Through Alera Group Academy, we provide structured development opportunities designed to help you expand your expertise and build a meaningful career. - Role-specific learning paths - Leadership development programs - Technical and compliance training - Industry certifications and continuing education support - Peer learning and knowledge-sharing communities

Role Description The Implementation Specialist, bswift, is responsible for leading new client implementations, ensuring a smooth and accurate transition onto the bswift benefits administration platform. This role is instrumental in setting clients up for long-term success by ensuring accurate system configuration, data integrity, and user training. - Owns the implementation process, leading requirements gathering to ensure client needs are fully documented and met with precision. - Documents plan details, eligibility rules, and system configurations. - Organizes and prioritizes implementation tasks based on project timelines. - Ensures all documentation and meeting notes are properly maintained. - Configures the bswift platform to align with client requirements, including benefit plans, rates, rules, alerts, reporting, login pages, employee homepages, admin dashboards, and add-on modules. - Manages initial data loads for demographic and benefit election data. - Sets up automated inbound demographic imports and validates data from external sources. - Conducts pre-go-live system testing, analyzing implementation documents to confirm system setup meets client requirements. - Performs test-case scenarios and QA validation to identify and correct configuration issues before site launch. - Anticipates and mitigates risks, proactively resolving implementation challenges before they impact the client experience. - Educates clients on best practices and system functionality. - Delivers comprehensive training for HR administrators and brokers, ensuring platform adoption and self-sufficiency post-go-live. - Responds to all client inquiries, issues, and requests in a timely manner. - Maintains accountability and follows through on deliverables. - Ensures a seamless handoff to the Client Success Team after go-live. - Continuously evaluates and enhances implementation processes to drive efficiency, automation, and accuracy. Qualifications - 2+ years of experience configuring the bswift platform or ability to obtain certification. - 2+ years of experience in benefits administration, HR technology, or a related role. - Bachelor’s degree in Business, Human Resources, Information Systems, or a related field, or equivalent experience. - Experience with system configuration, data imports, and quality assurance testing. - Strong analytical and problem-solving skills with high attention to detail. - Ability to manage multiple implementations simultaneously and meet deadlines. - Excellent written and verbal communication skills with strong client-facing ability. Requirements - Experience working with CRM and project management tools (preferred). - Familiarity with benefits administration processes and HR systems (preferred). Benefits - Salary range: $62,000 – $67,000 per year. - Comprehensive benefits including medical, dental, vision, life and disability coverage, 401(k), generous PTO, and more. - Remote work model. - Access to Alera Group Academy for professional development.