Senior Benefit Consultant

Alera Group
  • Berwyn, Pennsylvania
    7 days ago

    Job Description

    OVERVIEW

    Senior Benefit Consultant - 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 Senior Benefit 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 Leadership and Strategy
    • Independently lead strategic planning and key client meetings including executive and C suite engagements
    • Develop and deliver multi year benefit strategies aligned with organizational goals workforce needs and market conditions
    • Own client strategy execution timelines and outcomes end to end
    • Build and maintain trusted senior level client relationships and identify opportunities for expanded services
    Financial Analysis and Accountability
    • Prepare review and present advanced financial analyses including budgeting forecasting contribution modeling benchmarking and claims performance
    • Maintain expert knowledge of financial workbooks and modeling tools to validate recommendations and support executive level presentations
    • Ensure accuracy integrity and clarity of all financial information shared with clients and internal stakeholders
    Vendor Management and Renewals
    • Provide strategic oversight of renewals RFPs and vendor relationships and lead negotiations in support of client interests
    • Review carrier proposals contracts and communications for accuracy compliance and alignment with client objectives
    • Lead implementation of new products plans and services in coordination with internal and external partners
    Documentation and Governance
    • Prepare advanced client presentations service plans and project timelines
    • Document final client decisions to ensure clarity accountability and audit readiness
    • Own accuracy of all client facing deliverables reports compensation disclosures and communications
    Communication Collaboration and Leadership
    • Deliver clear confident executive level presentations translating complex strategies and financial concepts
    • Collaborate closely with internal account teams subject matter experts and vendors to drive high quality outcomes
    • Mentor and support team members through peer review and knowledge sharing
    • Participate in firm wide initiatives process improvements and consulting best practices

    QUALIFICATIONS

    What You BringRequired
    • Active Life and Health insurance license
    • Bachelor's degree or equivalent relevant experience
    • Advanced proficiency in Microsoft Excel PowerPoint Word and Outlook
    • Exceptional written verbal and presentation skills for executive audiences
    • Strong project management organizational skills and attention to detail
    • Ability to manage multiple complex client engagements simultaneously
    Preferred
    • Advanced expertise in health and welfare benefit programs and funding strategies
    • Strong strategic thinking financial acumen and problem solving skills
    • Experience advising senior leadership and C suite stakeholders

    ADDITIO

    Numbers & Facts

    LocationBerwyn, Pennsylvania

    Skills

    • Benchmarkingunmatched
    • Best Practicesunmatched
    • Brokerageunmatched
    • Budget Forecastingunmatched
    • Business Strategyunmatched
    • Compensation and Benefitsunmatched
    • Competitive Analysis/Strategyunmatched
    • Consultingunmatched
    • Contract Reviewunmatched
    • Customer Experienceunmatched
    • Customer Relationsunmatched
    • Customer Support/Serviceunmatched
    • Detail Orientedunmatched
    • Documentationunmatched
    • Employee Benefitsunmatched
    • Financial Analysisunmatched
    • Financial Modelingunmatched
    • Financial Strategyunmatched
    • Health Insuranceunmatched
    • Leadershipunmatched
    • Life Insuranceunmatched
    • Mentoringunmatched
    • Microsoft Excelunmatched
    • Microsoft Outlookunmatched
    • Microsoft PowerPointunmatched
    • Microsoft Wordunmatched
    • Model Validationunmatched
    • Negotiation Skillsunmatched
    • New Product Planningunmatched
    • Organizational Skillsunmatched
    • Presentation/Verbal Skillsunmatched
    • Problem Solving Skillsunmatched
    • Process Improvementunmatched
    • Project/Program Managementunmatched
    • Regulatory Requirementsunmatched
    • Request for Proposals (RFP)unmatched
    • Retention Programsunmatched
    • Sales Presentationunmatched
    • Strategic Planningunmatched
    • Team Playerunmatched
    • Vendor/Supplier Managementunmatched
    • Vendor/Supplier Relationsunmatched
    • Writing Skillsunmatched

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