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Managing Consultant

Alera Group

Dallas, Texas

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JOB DETAILS
SKILLS
Brokerage, Communication Skills, Compensation and Benefits, Competitive Analysis/Strategy, Consulting, Cost Control, Customer Experience, Customer Relations, Customer Relationship Management (CRM), Customer Satisfaction, Customer Support/Service, Customer Training, Employee Benefits, Financial Strategy, Funding, Health Insurance, Industry/Trade Analysis, Leadership, Life Insurance, Mentoring, Multitasking, People Management, Presentation/Verbal Skills, Program Planning, Project/Program Management, Regulations, Regulatory Requirements, Retention Programs, Risk, Risk Management, Sales Management, Service Delivery, Strategic Planning, Team Player, Writing Skills
LOCATION
Dallas, Texas
POSTED
30+ days ago
OVERVIEW

Managing Consultant - Employee Benefits
Hybrid | Preference for Central time zone Dallas, Texas - 3 days onsite, 2 days remote

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 Managing Consultant 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 Do / Your ImpactClient Partnership & Service Excellence
  • Lead and manage key client relationships, serving as the primary point of contact for assigned accounts
  • Strategically oversee benefit programs, including plan design, funding strategy, renewals, and ongoing consultation
  • Confidently engage with C-suite leaders, HR executives, and plan sponsors across organizations of varying size and complexity
  • Promote high client satisfaction through responsiveness, innovation, and confidence
  • Adapt communication style to align with client culture and leadership preferences
Operational & Compliance Excellence
  • Provide strategic guidance on employee benefits administration, compliance education, and risk management
  • Maintain deep knowledge of funding arrangements including self-funded, captive, and fully insured plans
  • Stay current on regulatory changes and industry trends impacting employee benefits and communicate updates to clients
  • Collaborate with carriers, vendors, and internal specialty practices to deliver coordinated solutions
  • Ensure consistent, high-quality service delivery aligned with Alera Group service standards
Growth & Retention
  • Develop and strengthen client relationships to support retention and long-term growth
  • Act as a trusted advisor to senior partners, extending strategic vision and leadership influence
  • Demonstrate expertise supporting mid-market and large group plans (100-1,500 lives)
  • Provide strategic insights for Private Equity-owned and Captive groups, including cost containment, risk sharing, and financial strategies
  • Mentor and train client management team members, supporting professional development and team performance

QUALIFICATIONS

What You BringRequired
  • 7-10+ years of experience in employee benefits account management or client relationship management
  • Prior management or leadership experience with the ability to mentor teams and oversee strategic initiatives
  • Strong experience with self-funded, captive, and fully insured benefit plans
  • Excellent written and verbal communication skills with the ability to convey complex concepts clearly
  • Strong financial acumen and technical benefits expertise
  • Proven ability to make data-driven decisions
  • Ability to manage multiple priorities in a fast-paced, dynamic environment
  • Active Life & Health insurance license
Preferred
  • Bachelor's degree in Business or a related field
  • Experience advising Private Equity-owned organizations
  • Strong project management skills
Core Competenc

About the Company

A

Alera Group

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