OVERVIEWAccount ExecutiveThis position is Remote-CA residents onlyAbout Alera GroupFounded 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 OpportunityAt Alera Group, our Employee Benefits team helps organizations attract, retain, and support their employees through innovative benefits solutions. As an
Account 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- Develop and maintain strong relationships with target-market clients, brokers, and prospects
- Achieve sales goals through effective prospecting, presentations, enrollments, and ongoing client support
- Serve as a trusted advisor by providing guidance on medical, dental, vision, life, and disability insurance products
- Maintain knowledge of industry trends, regulatory requirements, carrier offerings, and legislative changes
- Prepare, review, and submit accurate group applications and supporting documentation for underwriting
- Collaborate with sales support, underwriting, management, brokers, employer contacts, and carrier representatives to deliver exceptional client experiences
- Support renewals, customer retention efforts, and post-sale service activities
- Assist team members and leadership with special projects and business development initiatives
QUALIFICATIONSRequired Qualifications- High school diploma, GED, or equivalent work experience required
- Active Life and Health Insurance License or ability to obtain and maintain required licensure based on business needs
- Strong sales, relationship-building, and customer service skills
- Excellent verbal and written communication abilities
- Strong organizational skills and attention to detail
- Ability to influence, persuade, and build trust with clients and business partners
- Ability to manage multiple priorities in a fast-paced environment while meeting deadlines
- Proficiency with Microsoft Office applications, including Excel, Outlook, and SharePoint
- Experience using CRM systems such as Salesforce or similar platforms
Preferred Qualifications- Bachelor's degree in business, Marketing, Insurance, or a related field
- Previous experience in employee benefits, insurance sales, brokerage, or account management
- Knowledge of group health insurance products and underwriting processes
- Experience working with brokers, employer groups, and carrier partners
- Demonstrated success achieving sales or business development goals
Compensation- Salary Range: $110,000-$120,000 annually
BenefitsEligible 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 INFORMATIONWork ArrangementThis position is
Remote-CA residents only- Remote: This role is primarily 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 c