OVERVIEW
Alera Group is looking to hire a VP, Client Strategy and Brokerage for our office, Lumity.
The VP, Client Strategy and Brokerage is the senior leader responsible for the client strategy, renewal, and brokerage execution side of Lumity, an Alera Group company.
This is a senior leadership role focused on strengthening Lumity's market-facing client model. The leader will drive renewal strategy, carrier negotiations, executive-level client engagement, and overall brokerage execution, while partnering closely with operations leadership to ensure strategy, service, and execution stay aligned.
This role requires someone who can lead from the front with clients and carriers, bring discipline and credibility to the brokerage side of the business, and help shape a model that is built to scale responsibly.
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.
Why Alera Group- Make an Impact: Your work supports businesses and individuals in protecting what matters most.
- Grow With Us: We invest in development, mentorship, and long-term career growth.
- The Collaborative Way: We believe in accountability, teamwork, and shared success across all offices and lines of business.
- National Strength. Local Heart: Scale, resources, and expertise with relationships that feel personal.
Why Lumity
Lumity is built. The service model is real. The opportunity is meaningful.
This role is about helping Lumity strengthen the areas that matter most to long-term success: renewal leadership, executive-level client engagement, market strategy, and brokerage discipline. The platform and operations foundation exist. What is needed now is a senior leader who can elevate the client and brokerage side of the business and help position Lumity for thoughtful, profitable growth.
RESPONSIBILITIES
Core Accountability
Own the client strategy and brokerage execution side of the Lumity business, with primary accountability for renewal leadership, carrier strategy, executive-level client engagement, and retention support.
This role sets the standard for how Lumity presents to clients, approaches renewals, partners with carriers, and supports long-term client growth, while day-to-day service delivery and operations remain with designated operations leaders.
Key Responsibilities:
Client Strategy and Renewal Leadership
- Lead complex renewals, quoting strategy, and carrier negotiations for priority clients and high-impact opportunities.
- Partner with benefits consultants and account-facing teammates to improve the quality, consistency, and professionalism of renewal presentations and client strategy discussions.
- Engage directly with CFOs, senior HR leaders, and other decision-makers to position Lumity as a credible strategic partner.
- Support quarterly business reviews, renewal meetings, and broader strategic client conversations.
- Bring stronger financial and strategic framing to client discussions, particularly with employers evaluating long-term benefits decisions.
Brokerage and Market Leadership
- Help define Lumity's brokerage approach, including ideal client profile, engagement model, and market positioning.
- Partner with sales and business development to ensure new opportunities align with Lumity's service model and operational capacity.
- Support internal Alera Group relationship development by helping field partners understand what Lumity is, when to use it, and how it creates value.
- Contribute to the continued refinement of producer economics, engagement structure, and go-to-market messaging.
Leadership and Team Development
- Provide leadership, coaching, and guidance to the client-facing brokerage and consulting side of the team.
- Set clear standards around executive communication, renewal readiness, strategic thinking, and presentation quality.
- Partner with operations leadership to improve role clarity, handoffs, and accountability between strategy, sales, and service.
- Help develop a