VP, Client Strategy and Brokerage

Overview:

 

Alera Group is looking to hire a VP, Client Strategy and Brokerage for our office, Lumity. 

 

The VP, Client Strategy and Brokerage is the senior leader responsible for the client strategy, renewal, and brokerage execution side of Lumity, an Alera Group company.

This is a senior leadership role focused on strengthening Lumity’s market-facing client model. The leader will drive renewal strategy, carrier negotiations, executive-level client engagement, and overall brokerage execution, while partnering closely with operations leadership to ensure strategy, service, and execution stay aligned.

This role requires someone who can lead from the front with clients and carriers, bring discipline and credibility to the brokerage side of the business, and help shape a model that is built to scale responsibly.

 

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.

 

Why Lumity

Lumity is built. The service model is real. The opportunity is meaningful.

 

This role is about helping Lumity strengthen the areas that matter most to long-term success: renewal leadership, executive-level client engagement, market strategy, and brokerage discipline. The platform and operations foundation exist. What is needed now is a senior leader who can elevate the client and brokerage side of the business and help position Lumity for thoughtful, profitable growth.

Responsibilities:

Core Accountability

Own the client strategy and brokerage execution side of the Lumity business, with primary accountability for renewal leadership, carrier strategy, executive-level client engagement, and retention support.

 

This role sets the standard for how Lumity presents to clients, approaches renewals, partners with carriers, and supports long-term client growth, while day-to-day service delivery and operations remain with designated operations leaders.

 

Key Responsibilities:

Client Strategy and Renewal Leadership

• Lead complex renewals, quoting strategy, and carrier negotiations for priority clients and high-impact opportunities.
  
• Partner with benefits consultants and account-facing teammates to improve the quality, consistency, and professionalism of renewal presentations and client strategy discussions.
  
• Engage directly with CFOs, senior HR leaders, and other decision-makers to position Lumity as a credible strategic partner.
  
• Support quarterly business reviews, renewal meetings, and broader strategic client conversations.
  
• Bring stronger financial and strategic framing to client discussions, particularly with employers evaluating long-term benefits decisions.
  

 

Brokerage and Market Leadership

• Help define Lumity’s brokerage approach, including ideal client profile, engagement model, and market positioning.
  
• Partner with sales and business development to ensure new opportunities align with Lumity’s service model and operational capacity.
  
• Support internal Alera Group relationship development by helping field partners understand what Lumity is, when to use it, and how it creates value.
  
• Contribute to the continued refinement of producer economics, engagement structure, and go-to-market messaging.

Leadership and Team Development

• Provide leadership, coaching, and guidance to the client-facing brokerage and consulting side of the team.
  
• Set clear standards around executive communication, renewal readiness, strategic thinking, and presentation quality.
  
• Partner with operations leadership to improve role clarity, handoffs, and accountability between strategy, sales, and service.
  
• Help develop a stronger bench of client-facing talent over time.
  

Cross-Functional Partnership

• Work closely with Lumity operations leadership to ensure client strategy is practical, profitable, and aligned with service delivery.
  
• Partner with internal Alera Group resources and specialty teams as needed to improve outcomes for clients and support the broader Lumity model.
  
• Help identify where additional structure, process, or leadership alignment is needed to better support growth.
  

 

Success Measures

• Improved retention and renewal outcomes across the Lumity book of business.
  
• Stronger executive-level client engagement and more consistent renewal and QBR delivery.
  
• Greater rigor in carrier negotiations and stronger overall market positioning.
  
• Clearer alignment between brokerage strategy, client expectations, and operational execution.
  
• Improved field understanding of Lumity’s use cases and value proposition.
  
• Development of stronger client-facing talent and clearer accountability across the brokerage side of the business.

Qualifications:

What You Bring

• Demonstrated success leading employee benefits strategy, renewals, and carrier negotiations in a brokerage or consulting environment.
  
• Strong executive presence with the ability to engage HR leaders, CFOs, and senior decision-makers with confidence and credibility.
  
• Deep understanding of employee benefits plan design, funding strategy, renewals, market positioning, and client retention.
  
• Experience supporting or leading client-facing teams, with a track record of raising standards and developing talent.
  
• Strong business judgment with the ability to balance growth, client needs, and operational discipline.
  
• Clear, confident communicator who can influence internally and externally and bring structure to a growing business.

 

Education and Credentials

• A bachelor’s degree is preferred but not required.
  
• Relevant industry designations such as CEBS are encouraged.
  
• Advanced degrees are a plus, not a requirement.
  
• Life and Health license strongly preferred.

 

Who Thrives Here

• A strategic leader who can sit comfortably with clients, carriers, and internal partners.
  
• Someone who knows how to lead renewals and client strategy without overcomplicating the business.
  
• A leader who understands that service, strategy, and economics have to stay aligned.
  
• Someone who can bring structure and professionalism without creating unnecessary bureaucracy.
  
• A builder who sees the opportunity in a business that is real, valuable, and ready for stronger leadership balance.

Additional Information:

Compensation:
Salary range: $200,000 – $225,000 per year

 

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 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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