Overview:
Senior Client Executive
Location: Remote
About Alera Group
Founded in 2017, Alera Group is one of the nation's leading independent insurance and financial services firms. We combine the strength of a national organization with the personalized service of local experts to help clients succeed across Employee Benefits, Property & Casualty Insurance, Retirement Plan Services, Wealth Services, and Human Capital Solutions.
Why Join Alera Group?
- Collaborate with purpose – Work alongside colleagues who believe the best results come from strong partnerships, shared expertise, and supporting one another.
- Build your career – Expand your expertise through meaningful work, continuous learning, and opportunities to grow across a national organization.
- Make an impact – Help clients navigate complex challenges while contributing to solutions that make a difference for their businesses, employees, and communities.
The Opportunity
At Alera Group, our Employee Benefits team helps organizations attract, retain, and support their employees through innovative benefits solutions. As a Senior Client Executive, you'll play an important role in delivering exceptional client service, building trusted relationships, and helping clients navigate the complexities of employee benefits.
Responsibilities:
- Serve as the senior strategic advisor for enterprise clients, aligning benefits strategies, renewal outcomes, coverage structures, and service solutions with client business objectives
- Lead client planning, renewal strategy, stewardship meetings, executive reviews, and ongoing relationship management while overseeing the delivery of exceptional client service
- Partner with producers, consultants, carriers, vendors, and internal specialists to develop customized solutions that address compliance, plan design, population health, claims advocacy, and workforce needs
- Drive client retention, identify growth opportunities, support business development initiatives, and participate in finalist presentations for prospective clients
- Provide leadership on complex client issues, coordinate internal resources, and ensure client lifecycle activities are executed effectively and efficiently
Qualifications:
Required Qualifications
- Active Life, Health, and Accident Insurance License required
- 7+ years of experience in employee benefits consulting, brokerage, client management, or a related field
- Expert-level client account management and relationship development skills
- Demonstrated ability to serve as a trusted advisor to executive leaders and key decision-makers
- Strong strategic consulting, communication, presentation, and problem-solving abilities
- Experience managing large, complex, or enterprise-level client relationships
- Proficiency with Microsoft Office applications and employee benefits technology platforms
Preferred Qualifications
- Bachelor's degree or equivalent combination of education and experience
- Experience developing employee benefits strategies for complex organizations
- Knowledge of plan design, compliance, population health, carrier markets, and vendor management
- Professional designations such as CEBS, RHU, REBC, GBA, CBP, CHRS, or similar
- Experience leading cross-functional service teams and mentoring colleagues
- Proven success supporting client retention and business growth initiatives
Benefits
Eligible colleagues enjoy a comprehensive benefits package including:
- Medical, dental, and vision insurance
- Life and disability coverage
- 401(k)
- Generous paid time off
- Professional development and career growth opportunities
Additional Information:
Work Arrangement
This position is Remote
Travel Requirements: Occasional travel may be required to support office implementations, training, and collaboration with project teams.
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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