Key Facts

Remote From:

United States

Category: Account Executive

Full time

Senior (5-10 years)

English

Hard Skills

Client Services Strategic Leadership Revenue Growth Customer Retention

Other Skills

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Team Leadership
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Communication
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Organizational Skills
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Time Management
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Leadership Development
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Detail Oriented
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Mentorship
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Problem Solving
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Collaboration
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Accountability
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Personal Integrity

Roles & Responsibilities

Bachelor’s degree in Business or a related field, or equivalent professional experience
2+ years of professional experience in employee benefits or related client-facing roles
Active Life, Health, and Accident insurance license
Strong knowledge of employee benefits products and market dynamics

Requirements:

Serve as a senior Account Executive for large group employee benefits clients
Develop and maintain strong relationships with business owners and key decision‑makers
Present strategic benefit solutions and proposals, including emerging products and carrier strategies
Strengthen client relationships through proactive engagement and service excellence

Job description

Overview:

Alera_Color_250x80

Account Executive / Client Team Lead – Employee Benefits

Remote

At Alera Group, our Employee Benefits teams help organizations attract, retain, and engage their workforce through creative, compliant, and competitive benefits strategies. We’re seeking a Account Executive / Client Team Lead who will make a meaningful impact by delivering proactive client service, thoughtful benefits strategy, and a high-touch experience for both clients and employees.

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.

This role supports clients by ensuring benefits programs are administered accurately, aligned with strategic objectives, and compliant with all regulatory requirements. You’ll partner with internal teams and client contacts to deliver seamless execution, creative solutions, and a superior 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 Partnership & Strategic Leadership

Serve as a senior Account Executive for large group employee benefits clients
Develop and maintain strong relationships with business owners and key decision‑makers
Present strategic benefit solutions and proposals, including emerging products and carrier strategies
Conduct open enrollment meetings and client presentations as requested
Strengthen client relationships through proactive engagement and service excellence

Sales Growth & Revenue Development

Identify and develop new business opportunities and maintain prospect activity
Meet annual sales goals established with sales leadership
Identify cross‑selling opportunities with Commercial and Personal Lines
Negotiate competitive carrier arrangements to support revenue and contingency opportunities

Team Leadership & Collaboration

Act as a formal Team Lead, driving organization, communication, and efficiency across the Large Group team
Mentor, support, and guide Account Managers and other service team members
Monitor team performance and assist with development planning and performance discussions
Manage team scheduling, PTO coordination, and workload alignment
Foster a positive, collaborative, and accountable team environment

Operational & Compliance Excellence

Partner with Account Managers and service team members to ensure accurate, timely client service delivery
Follow insurance standards, compliance requirements, and ethical guidelines
Handle sensitive and confidential information with professionalism and discretion
Stay current on industry trends, compliance updates, products, and technology

Qualifications:

What You Bring

Required

Bachelor’s degree in Business or a related field, or equivalent professional experience
2+ years of professional experience in employee benefits or related client‑facing roles
Active Life, Health, and Accident insurance license
Strong knowledge of employee benefits products and market dynamics
Excellent verbal and written communication skills
Strong organizational, time‑management, and leadership skills
High attention to detail with a self‑motivated work style

Preferred

Experience leading or mentoring team members
Proven success in sales growth and client retention within employee benefits

Core Competencies

Strategic thinking and problem‑solving
Leadership and team development
Client advocacy and relationship management
Accountability and follow‑through
Collaboration and communication
Integrity and confidentiality

Additional Information:

Compensation:
Salary range: DOE
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

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

This position may require:

Active State Life & Health License
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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