Senior Consultant, Employee Benefits

OVERVIEW

Alera Group is looking for an Senior Consultant, Employee Benefits to join our growing team. We're seeking motivated, relationship-driven professionals who bring both experience and enthusiasm to their work. If you enjoy helping clients navigate complex benefit decisions and value collaboration, growth, and impact, this role could be a great fit.

Founded in 2017, Alera Group has grown to become the 14th largest broker of U.S. business. We are passionate about helping our clients succeed across Employee Benefits, Property & Casualty Insurance, Retirement Plan Services, and Wealth Services. With offices nationwide, we offer the best of both worlds-national scale and resources paired with local expertise and service.

RESPONSIBILITIES

We are looking for a high-performing and analytical Senior Consultant to join our Employee Benefits practice. In this pivotal client-facing role, you will lead the development of strategic benefit solutions, deliver complex financial analysis, and provide valuable mentorship to team members.

• Lead Client Advisory & Strategy: Serve as a primary client advisor, ensuring satisfaction and alignment with client philosophy and goals. Develop and assist in leading annual strategic reviews and multi-year benefit strategies.
• Deliver Financial Analysis: Produce comprehensive financial analyses, including renewals, budgets, contribution modeling, claims trends, and RFP outcomes.
• Oversee Client Outcomes: Oversee plan design, funding, and vendor negotiations to ensure optimal client outcomes. Serve as an escalation resource for complex client and service issues.
• Provide Team Guidance: Mentor team members and lead training sessions, effectively teaching complex processes and concepts to junior staff.
• Maintain Expertise: Possess a strong understanding of regulatory trends, including ERISA, ACA, and HIPAA. Stay current on market trends and relay those trends during strategy meetings.
• Identify Growth: Proactively pursue growth opportunities across clients (e.g., voluntary benefits, analytics, point solutions).

QUALIFICATIONS

• 6+ years managing complex employee benefit accounts or relevant business experience.
• Active Life & Health License in the state of residence.
• Deep expertise in underwriting, plan funding (fully insured, level funded, self-insured), and data analysis.
• Advanced proficiency in Microsoft Office, particularly Excel, PowerPoint, Word, and Outlook. Proficiency in BenefitPoint is also required.

Core Competencies

• Strategic & Analytical Thinker: Ability to design innovative benefit solutions and apply deep financial and analytical acumen. Highly skilled at data story-telling.
• Exceptional Relationship Manager: Proven ability to build trust through proactive communication. Clients can rely on you for relationship guidance, in addition to the Producer.
• Effective Communicator: Excellent communication, presentation, and interpersonal skills. Ability to drive conversation and diffuse difficult conversations.
• Strong Emotional Intelligence (EQ): Quickly recognizes and understands the emotions of others, adjusting personal and interpersonal behavior to build rapport and lead teams effectively.
• Accountable & Organized: Highly organized with strong time management and attention to detail. Must manage the end-to-end client lifecycle and multiple priorities with precision and efficiency.

ADDITIONAL INFORMATION

This job requires presence in the office on a hybrid schedule as agreed with the manager.

Alera Group offers comprehensive benefits to our colleagues, including medical, dental, life and disability insurance, 401k, generous paid time off and much more.

Compensation: $150K to $210K per year, based on experience.

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

Hybrid - 2 or less days in office