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Account Executive

Alera Group

Alpharetta, Georgia

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JOB DETAILS
SKILLS
Benchmarking, Bid Analysis, Brokerage, Business Development, Business Support, Channel Strategies, Compensation and Benefits, Consulting, Continuous Improvement, Cost Control, Customer Experience, Customer Relations, Customer Relationship Management (CRM), Customer Support/Service, Customer/Client Research, Decision Support, Delivery Management, Employee Benefits, Finance, Financial Analysis, Health Plan, Insurance, Leadership, Managed Care, Management Consulting, Management Strategy, Market Analysis, Microsoft Office, Multitasking, Network Performance/Analysis, Project Execution, Project/Program Management, Request for Proposals (RFP), Requirements Management, Retention Programs, Risk, Sales Management, Sales Presentation, Service Delivery, Strategic Planning, Team Player, Time Management, Underwriting, Vendor/Supplier Evaluation, Willing to Travel
LOCATION
Alpharetta, Georgia
POSTED
14 days ago
OVERVIEW

Account Executive - Employee Benefits (Champion Benefits, an Alera Group Company)
Remote | Regional client travel, as needed.

At Alera Group, we help businesses navigate risk with confidence. Within our Employee Benefits practice, we partner with organizations to design strategic, cost-effective benefits programs that support both business goals and employee wellbeing. Champion Benefits, an Alera Group Company, is seeking an Account Executive to lead client relationships, deliver consulting expertise, and drive high-quality service execution across a diverse book of business.

This is a highly visible role working closely with Producers, HR leaders, and internal service teams to shape and deliver comprehensive benefits strategies.

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.

About the Role
The Account Executive serves as a strategic leader for a portfolio of employee benefits clients, providing hands-on project management and consultative guidance across complex benefit programs. This role partners closely with Producers and internal teams to oversee service delivery while maintaining strong, trusted relationships with client stakeholders - often at the HR leadership level.

Success in this role looks like delivering tailored, data-driven benefit strategies, managing complex projects seamlessly, and elevating the overall 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 Leadership & Relationship Management
  • 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
Benefits Consulting & Strategy
  • 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
Financial Analysis & Underwriting Insight
  • Analyze proposals, rate structures, and underwriting data
  • Provide financial insights to support client decision-making
  • Translate complex financial data into clear, actionable recommendations
Project Management & Execution
  • 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
Collaboration & Business Development
  • 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

QUALIFICATIONS

What You Bring

Required
  • 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
Preferred
  • Experience managing mid-size clients (150-2,000 employees)
  • Proven experience leading client present

About the Company

A

Alera Group

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