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Alera Group

Alera Group is an insurance company that is on a mission to achieve a “national scope” yet serve locally. As an employer, the company strives to foster a close-knit and passion

Account Executive

Location

United States

Posted

35 days ago

Salary

$94K - $120K / year

Seniority

Mid Level

Job Description

Account Executive

Alera Group

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

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