Account Executive

Alera Group

Greeley, Colorado

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JOB DETAILS

SKILLS

Adobe Product Family, Analysis Skills, Billing, Brokerage, Communication Skills, Compensation and Benefits, Competitive Analysis/Strategy, Customer Experience, Customer Relations, Customer Retention/Renewal, Customer Support/Service, Data Quality, Detail Oriented, Develop and Maintain Customers, Employee Benefits, Follow Through, Leadership, Microsoft Excel, Microsoft Office, Multitasking, Organizational Skills, Presentation/Verbal Skills, Regulatory Requirements, Request for Proposals (RFP), Retention Programs, Sales Management, Schedule Development, Service Delivery, Team Player, Time Management, Writing Skills

LOCATION

Greeley, Colorado

POSTED

10 days ago

OVERVIEW

Account Executive - Employee Benefits
Hybrid

At Alera Group, our Employee Benefits teams help organizations attract, retain, and engage their workforce through creative, compliant, and competitive benefits strategies. We're seeking a Account Executive who will make a meaningful impact by delivering proactive client service, thoughtful benefits strategy, and a high-touch experience for both clients and employees.

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.

This role supports clients by ensuring benefits programs are administered accurately, aligned with strategic objectives, and compliant with all regulatory requirements. You'll partner with internal teams and client contacts to deliver seamless execution, creative solutions, and a superior 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 DoClient Partnership & Service Excellence

Manage a book of employee benefits clients and serve as the primary day-to-day contact for client leadership
Establish service schedules and oversee all client deliverables, including renewals, reporting, and open enrollment
Conduct most open enrollment meetings for assigned clients
Take ownership of escalated service issues related to eligibility, claims, billing, and policy matters

Operational & Compliance Excellence

Manage implementation of new clients, including BOR submissions and carrier coordination
Oversee preparation of renewal recaps, quarterly reviews, RFPs, and renewal strategy presentations
Coordinate with Account Administrators to ensure accuracy and integrity of data in agency management systems
Release RFPs, manage carrier follow-up, and respond to carrier requests
Organize and analyze carrier quotes and prepare final rate confirmation materials
Manage carrier installation and termination processes
Prepare and distribute final SBCs, rates, and compensation confirmations
Support special projects such as eligibility audits, packet creation, and health fair coordination

Growth & Retention

Partner with Producers to retain and grow client relationships
Maintain strong client engagement through proactive communication and reliable execution
Identify opportunities to enhance service delivery and strengthen long-term client partnerships

QUALIFICATIONS

What You BringRequired

Bachelor's degree preferred or equivalent professional experience
Experience supporting or managing employee benefits clients
Strong verbal and written communication skills
Ability to manage multiple priorities and deadlines with minimal supervision
Strong analytical and organizational skills
Advanced proficiency in Microsoft Excel and working knowledge of Microsoft Office and Adobe tools

Preferred

Experience leading open enrollment meetings
Familiarity with agency management systems
Employee benefits insurance licensure

Core Competencies

Client-first mindset
Attention to detail and accuracy
Accountability and follow-through
Strong organization and time management
Collaboration and teamwork
Professional judgment and discretion

ADDITIONAL INFORMATION

Compensation:
Salary range: $80,000-$120,000 per year DOE
Eligible for performance-based bonus: Yes

Benefits:
Alera Group offers comprehensive benefits including medical, d

About the Company

Alera Group

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