Account Executive

Responsibilities

• Provide leadership over assigned employee benefits client relationships and serve as a trusted advisor.
• Lead client strategic initiatives from identification through implementation, including development of project plans and presentations.
• Deliver consultative guidance on employee benefits strategies, including self-funding and long-term cost management.
• Maintain strong client relationships through proactive communication and service excellence.
• Own and actively manage client renewal calendars, ensuring timely completion of tasks, milestones, and deliverables.
• Coordinate with internal teams and external vendors to ensure high-quality work products and service delivery.
• Drive data analysis and insight reporting to inform client decision-making and renewal strategy.
• Maintain accountability for client retention through proactive planning, execution, and relationship management.
• Identify opportunities to enhance client programs and improve overall service delivery.
• Support long-term growth by strengthening client partnerships and implementing strategic initiatives within the employee benefits space.

Qualifications

• Required: Active Life & Health insurance license, Bachelor’s degree, proven success managing a book of business of 50+ clients, strong knowledge of employee benefits programs, including self-funded arrangements, excellent written and verbal communication skills, proficiency with Microsoft Office and modern insurance technology platforms.
• PREFERRED: Strong analytical and problem-solving capability, experience leading strategic initiatives for complex employee benefits clients.

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 Hybrid, with 2 or less days in office.

Additional Information

• Career Development: Alera Group Academy provides structured development opportunities designed to help you expand your expertise and build a meaningful career.
• Licensure & Certifications: This position may require - Active Life and Health license. Ability to obtain required licensure within agreed-upon timeline after hire. Ongoing continuing education to maintain active status.