Sr. Account Executive

Sr. Account Executive

Alera Group is looking for a Sr. Account Executive. We are seeking highly motivated colleagues who bring experience and enthusiasm to our team joining us may be the perfect fit for you!

Alera Group was founded in 2017 and has grown to become the 14th largest broker of US business. We are passionate about our clients success in the areas of Employee Benefits, Property and Casualty Insurance, Retirement Plan Services, and Wealth Services. With a network of offices nationwide, our commitment to collaboration allows us to offer national resources combined with local service.

Responsibilities

The Senior Account Executive is responsible for the strategic management, retention, and growth of a portfolio of employee benefits clients. This role serves as a senior-level consultant and primary client relationship lead, partnering closely with Producers, Account Managers, Assistant Account Managers and internal specialists to deliver high-quality service, compliance guidance, and innovative benefit solutions. The Senior Account Executive plays a critical role in client strategy, renewal planning, vendor negotiations, and mentoring junior team members, while ensuring operational excellence and client satisfaction.

• Client Relationship & Strategy: Serve as primary advisor for assigned clients, providing guidance on benefits strategy, plan design, funding, contributions, and program enhancements

• Renewal & Marketing Management: Lead end-to-end renewal and marketing processes, including RFP strategy, carrier evaluation, recommendations, and smooth plan transitions

• Compliance & Technical Expertise: Maintain knowledge of ACA, ERISA, COBRA, HIPAA, Section 125, and other regulations; support clients on compliance questions and ensure programs align with regulatory requirements and best practices

• Team Leadership & Collaboration: Mentor and direct Account Managers and support staff, partner with Producers for retention/upsell, and ensure accountability, accurate workflows, and problem resolution

• Financial & Operational Oversight: Monitor client revenue, fees, and service models; support profitability and retention goals; ensure accurate documentation and effective use of agency systems (CRM, enrollment, proposal tools)

Qualifications

• 7+ years in employee benefits consulting or brokerage, managing mid-to-large group clients independently.
• Strong skills in renewal strategy, negotiations, client presentations, and self-funded/alternative funding arrangements.
• Experience working in a producer/service team model and mentoring or training junior team members.
• California Life & Health Insurance License (or ability to obtain); Bachelors degree preferred or equivalent experience.
• Familiarity with agency platforms such as Alera Group, BenefitPoint, or similar systems.

Additional Information

This job requires presence in the office on a hybrid schedule as agreed with the manager.

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

Salary range is $165K to $185K per year.

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.

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Location Type: Hybrid