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Account Executive / Client Team Lead - Employee Benefits

Alera Group

Chicago, Illinois

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JOB DETAILS
SKILLS
Alliance/Partner Management, Brokerage, Business Development, Communication Skills, Compensation and Benefits, Competitive Analysis/Strategy, Cross-Selling, Customer Experience, Customer Relations, Customer Relationship Management (CRM), Customer Support/Service, Detail Oriented, Employee Benefits, Health Insurance, Industry/Trade Analysis, Insurance, Leadership, Meet Sales Quota, Mentoring, Negotiation Skills, Organizational Skills, Performance Analysis, Presentation/Verbal Skills, Problem Solving Skills, Product Strategy, Regulatory Compliance, Regulatory Requirements, Retention Programs, Revenue Growth, Sales, Sales Management, Sales Presentation, Sales Prospecting, Schedule Development, Service Delivery, Team Building, Team Lead/Manager, Team Player, Time Management, Writing Skills
LOCATION
Chicago, Illinois
POSTED
30 days ago
OVERVIEW

Account Executive / Client Team Lead - Employee Benefits
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 Account Executive / Client Team Lead 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 & Strategic Leadership
  • Serve as a senior Account Executive for large group employee benefits clients
  • Develop and maintain strong relationships with business owners and key decision-makers
  • Present strategic benefit solutions and proposals, including emerging products and carrier strategies
  • Conduct open enrollment meetings and client presentations as requested
  • Strengthen client relationships through proactive engagement and service excellence
Sales Growth & Revenue Development
  • Identify and develop new business opportunities and maintain prospect activity
  • Meet annual sales goals established with sales leadership
  • Identify cross-selling opportunities with Commercial and Personal Lines
  • Negotiate competitive carrier arrangements to support revenue and contingency opportunities
Team Leadership & Collaboration
  • Act as a formal Team Lead, driving organization, communication, and efficiency across the Large Group team
  • Mentor, support, and guide Account Managers and other service team members
  • Monitor team performance and assist with development planning and performance discussions
  • Manage team scheduling, PTO coordination, and workload alignment
  • Foster a positive, collaborative, and accountable team environment
Operational & Compliance Excellence
  • Partner with Account Managers and service team members to ensure accurate, timely client service delivery
  • Follow insurance standards, compliance requirements, and ethical guidelines
  • Handle sensitive and confidential information with professionalism and discretion
  • Stay current on industry trends, compliance updates, products, and technology

QUALIFICATIONS

What You BringRequired
  • Bachelor's degree in Business or a related field, or equivalent professional experience
  • 2+ years of professional experience in employee benefits or related client-facing roles
  • Active Life, Health, and Accident insurance license
  • Strong knowledge of employee benefits products and market dynamics
  • Excellent verbal and written communication skills
  • Strong organizational, time-management, and leadership skills
  • High attention to detail with a self-motivated work style
Preferred
  • Experience leading or mentoring team members
  • Proven success in sales growth and client retention within employee benefits
Core Competencies
  • Strategic thinking and problem-solving
  • Leadership and team development
  • Client advocacy and relationship management

About the Company

A

Alera Group

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