Key Facts

Remote From:

United States

Freelance

English

Hard Skills

Other Skills

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Accountability
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Communication
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Multitasking
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Prioritization
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Relationship Building

Roles & Responsibilities

3+ years of experience as a Benefit Consultant and/or Account Manager
Life and Health Insurance License
Experience supporting both small and large group clients
Strong knowledge of employee benefits, renewals, and compliance

Requirements:

Serve as the primary strategic advisor to assigned clients, building trusted relationships with key decision-makers; lead onboarding and ongoing support for new and existing clients
Develop and execute renewal and marketing strategies in partnership with Producers, including renewal analysis, carrier negotiations, and proposal development; prepare client-ready recommendations and presentations
Coordinate and oversee the full renewal implementation process, including enrollment and carrier setup
Partner closely with Account Managers, Customer Support, Operations, and Producers; participate in cross-functional meetings and proactively drive issue resolution

Job description

Overview:

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We’re looking for an experienced Benefit Consultant who thrives in a client‑facing, consultative role and is passionate about helping employers deliver meaningful, compliant, and competitive employee benefit programs. In this role, you’ll serve as a trusted advisor to clients, owning the relationship from onboarding through renewal, while partnering closely with internal teams, carriers, and vendors to ensure a best‑in‑class client experience.

Success in this role is measured by strong client relationships, proactive strategy, operational excellence, and retention.

About Alera Group

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.

Why Alera Group

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.

Responsibilities:

What You’ll Do

Client Relationship & Strategy

Serve as the primary strategic advisor to assigned clients, building trusted relationships with key decision‑makers
Lead onboarding and ongoing support for new and existing clients, ensuring a seamless experience
Conduct regular client meetings including post‑open enrollment, compliance reviews, and pre‑renewal strategy sessions
Educate clients on industry trends, legislative updates, and compliance requirements
Provide proactive, high‑touch support through meetings, calls, and email
Escalate any issues involving PHI or PII immediately and appropriately

Renewals & Market Strategy

Develop and execute renewal and marketing strategies in partnership with Producers
Lead renewal analysis, carrier negotiations, and proposal development
Prepare and deliver client‑ready recommendations and presentations
Coordinate and oversee the full renewal implementation process, including enrollment and carrier setup

Cross‑Functional Collaboration

Partner closely with Account Managers, Customer Support, Operations, and Producers
Participate in cross‑functional meetings and proactively drive issue resolution
Facilitate client education opportunities such as lunch‑and‑learns and health fairs
Assist with claims reporting and analysis for fully insured and self‑funded clients

Operational Excellence & Compliance

Maintain accurate client documentation and activity tracking across internal systems
Ensure all regulatory filings and compliance deadlines are met (ERISA, HIPAA, COBRA, FMLA, SPDs, Form 5500s, etc.)
Become proficient in each client’s benefits administration platform
Support special projects and contribute to the development of new ideas and services

Qualifications:

What You Bring

3+ years of experience as a Benefit Consultant and/or Account Manager
Life & Health Insurance License
Experience supporting both small and large group clients
Strong knowledge of employee benefits, renewals, and compliance
Proven ability to manage multiple priorities in a client‑driven environment
Excellent communication, organization, and relationship‑building skills
A commitment to diversity, inclusion, and bias‑free client service
Bachelor’s degree or equivalent professional experience

Why You’ll Love This Role

High‑impact, client‑facing work with autonomy and ownership
Collaborative, team‑oriented environment
Opportunity to influence strategy, retention, and growth
Continuous learning through carrier meetings, education, and professional development

Additional Information:

Compensation:
Salary range: $80,000 – $95,000 per year, depending on experience

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.

You’ll have 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

Whether you’re deepening your technical expertise or preparing for leadership, we’re invested in helping you grow.

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.

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