Client Strategy Executive

OVERVIEW

Client Strategy Executive

Location: In-Office | San Antonio, Texas

About Alera Group

Founded 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 Opportunity

At Alera Group, our Employee Benefits team helps organizations attract, retain, and support their employees through innovative benefits solutions. As a Client Strategy 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

What You'll Do / Your Impact

Client Partnership & Service Excellence

• Serve as the lead strategic advisor for large and enterprise Employee Benefits clients, guiding benefit strategy, renewal planning, and executive-level discussions
• Build trusted client relationships by aligning benefit programs with organizational goals, workforce needs, and regulatory requirements
• Oversee complex service matters, provide claims advocacy, and ensure a high-quality client experience throughout the lifecycle of the relationship

Operational & Compliance Excellence

• Develop and execute benefit strategies by integrating plan design, funding, compliance, population health, carrier, and vendor solutions
• Lead carrier and vendor negotiations while evaluating market alternatives and emerging industry trends
• Coordinate internal resources and subject matter experts to ensure effective execution of client strategies and service commitments

Growth & Retention

• Partner with Producers and leadership to drive client retention, cross-selling opportunities, and organic growth within the book of business
• Support finalist presentations, onboarding initiatives, and strategic business development efforts
• Mentor team members and serve as a subject matter expert, fostering collaboration, accountability, and professional growth

QUALIFICATIONS

What You Bring

Required

• Active Life & Health insurance license
• Significant experience in Employee Benefits consulting, account management, client strategy, or brokerage environments
• Advanced expertise in benefit strategy, plan design, funding arrangements, compliance, renewal planning, and carrier negotiations
• Exceptional communication, presentation, relationship management, and problem-solving skills
• Ability to independently manage complex client relationships and influence senior stakeholders

Preferred

• Professional designations such as CEBS, RHU, REBC, GBDS, ChHC, or similar Employee Benefits credentials
• Experience supporting large or enterprise clients with complex funding strategies and multi-year benefit planning
• Experience participating in sales presentations, growth initiatives, and mentoring client service professionals

Core Competencies

• Strategic thinking
• Executive presence
• Consultative leadership
• Relationship management
• Negotiation and influence
• Business acumen
• Collaboration
• Accountability
• Problem solving
• Talent development

ADDITIONAL INFORMATION

Benefits:

Alera Group offers comprehensive benefits including medical, dental, vision, life and disability coverage, 401(k), generous PTO, and more.

Work Model:

This role is In-Office

San Antonio, Texas

Professional Development - Alera Group Academy

At Alera Group, growth isn't left to chance. Through Alera Group Academy, we provide structured development opportunities designed to help you expand your expertise and build a meaningful career.

You'll have access to:

• Role-specific learning paths

• Leadership development programs

• Technical and compliance training

• Industry certifications and continuing education support

• Peer learning and knowledge-sharing communities

Whether you're deepening technical expertise or preparing for leadership, we're invested in helping you grow.

Licensure & Certifications

This position may require:

• Active State Life & Health License

• Ability to obtain required licensure within 6 months of hire

• Ongoing continuing education to maintain active status

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.

Alera Group is committed to protecting your privacy. Please review our Privacy Policy to understand what personal information we may collect and use as part of your application process.

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Location Type

In-Office