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

Compensation:
Salary range: $150,000 - $210,000 per year, based on experience.
Eligible for performance-based bonus: Yes

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 Hybrid as agreed with the manager.

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 communi