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Account Executive

Key Facts

Remote From: 
Full time
Senior (5-10 years)
English

Other Skills

  • Microsoft Office
  • Accountability
  • Communication
  • Time Management
  • Teamwork
  • Analytical Thinking
  • Relationship Building
  • Self-Motivation
  • Problem Solving

Roles & Responsibilities

  • Bachelor’s degree in Business, Finance, Insurance, or related field
  • Active Life and 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

Requirements:

  • Serve as the primary strategic partner for assigned client accounts; build and maintain strong relationships with HR leadership and key stakeholders; lead client meetings and ongoing communication
  • 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
  • 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
  • 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

Job description

Overview:

Alera_Color_250x80

 

Account Executive – Employee Benefits (Champion Benefits, an Alera Group Company)

Hybrid | Regional client travel to be expected in this role. 

 

At Alera Group, we help businesses navigate risk with confidence. Within our Employee Benefits practice, we partner with organizations to design strategic, cost-effective benefits programs that support both business goals and employee wellbeing. Champion Benefits, an Alera Group Company, is seeking an Account Executive to lead client relationships, deliver consulting expertise, and drive high-quality service execution across a diverse book of business.

 

This is a highly visible role working closely with Producers, HR leaders, and internal service teams to shape and deliver comprehensive benefits strategies.

 

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.

About the Role

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.

 

Why Alera Group

  • Meaningful Impact: Help clients and employees navigate benefits programs that drive retention, engagement, and satisfaction

  • Growth & Learning: Opportunities to deepen your expertise and gain exposure to a variety of clients and industries

  • Collaborative Culture: Work in a team-oriented environment that values accountability, partnership, and the principles of The Collaborative Way

Responsibilities:

 

What You’ll Do / Your Impact

 

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:

What You Bring

 

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.

Additional Information:

Compensation:
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.

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.

Licensure & Certifications (If Applicable)

  • Active Georgia Life & Health License

  • Ability to obtain required licensure within 12 months of hire

  • Ongoing continuing education to maintain active status

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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