[Remote] Account Executive

Note: The job is a remote job and is open to candidates in USA. Alera Group is a rapidly growing company specializing in Employee Benefits, seeking an Account Executive to lead client relationships and deliver consulting expertise. The role involves managing a portfolio of employee benefits clients, overseeing service delivery, and developing tailored benefits strategies to enhance client satisfaction.

Responsibilities

• 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
• 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
• Analyze proposals, rate structures, and underwriting data
• Provide financial insights to support client decision-making
• Translate complex financial data into clear, actionable recommendations
• 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
• 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

Skills

• 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
• Experience managing mid-size clients (150–2,000 employees)
• Proven experience leading client presentations and strategic discussions
• Background supporting complex RFP and renewal processes

Benefits

• Performance-based bonus
• Medical, dental, vision, life and disability coverage
• 401(k)
• Generous PTO
• Remote
• Role-specific learning paths
• Leadership development programs
• Technical and compliance training
• Industry certifications and continuing education support
• Peer learning and knowledge-sharing communities

Company Overview