Account Executive at Alera Group

Alera Group is seeking a Senior Account Executive to join their Employee Benefits team.

Alera Group is an independent national employee benefits, insurance, and financial services firm created through the merger of like-minded, high-performing entrepreneurial firms across the United States. Our clients benefit from the experience and collaboration of professionals based in over 90 offices across the country that is delivered through the commitment of locally based service teams.

The role involves managing a book of 40-50 clients (20-99 lives), serving as the day-to-day contact for the Team Lead, and overseeing key processes like Recap, Quarterlies, Pre-Renewal, RFP, and Open Enrollment. Additionally, the role includes conducting virtual open enrollment meetings for clients when necessary.

• Manage the implementation process for new clients, including sending BORs to carriers and gathering historical client data.
• Compile client data for Renewal Recap, Quarterlies, RFPs, and Renewal Strategy Presentations; release and follow up on RFPs and organize carrier quotes.
• Use spreadsheet templates or technology platforms to log quoted benefits and rates, preparing final rate confirmation for Producer review.
• Handle escalated service issues related to eligibility, claims, billing, and policy, and coordinate with Team Lead/Producer to set service schedules.
• Oversee open enrollment meetings, monitor completion, manage carrier installation, and send final SBCs, rates, and compensation details to vendors.
• Manage compliance tasks, such as sending carrier termination letters, tracking documents (PCORI, 1095, etc.), and performing special projects like eligibility audits and health fairs.

• Hold a Life & Health License with a Bachelor's degree and a steady work history, demonstrating commitment to starting a new career.
• Possess strong verbal and written communication skills in English, with the ability to build rapport with clients in person and over the phone.
• Demonstrate exceptional organizational skills, attention to detail, and a proactive, self-motivated approach to working in a fast-paced environment.
• Have extensive experience using CRM platforms and MS Office, along with reliable transportation for punctuality to meetings and appointments.

Alera Group offers comprehensive benefits to our colleagues, including medical, dental, life and disability insurance, 401k, generous paid time off and much more. 

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. 

If you're a California resident, please read the California Consumer Privacy Act prior to applying. 

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