Associate Account Executive

Alera Group

Chicago, Illinois

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JOB DETAILS

SKILLS

Brokerage, COBRA (Consolidated Omnibus Budget Reconciliation Act of 1985), Carrier Certification, Communication Skills, Compensation and Benefits, Competitive Analysis/Strategy, Customer Experience, Customer Support/Service, Detail Oriented, Document Management, Documentation, Employee Benefits, Follow Through, Microsoft SharePoint, Multitasking, Organizational Skills, POP (Post Office Protocol), Post-Sales, Pre-Sales, Presentation/Verbal Skills, Problem Solving Skills, Property and Casualty Insurance, Regulatory Requirements, Request for Proposals (RFP), Retention Programs, Retirement Plan, Sales Management, Team Player, Time Management, Underwriting, Writing Skills

LOCATION

Chicago, Illinois

POSTED

11 days ago

OVERVIEW

Employee Benefits - Associate Account Executive
Remote | Preference for PST MST time zones

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 an Employee Benefits Associate Account Executive 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
Founded in 2017, Alera Group has grown to become the 14th largest broker of U.S. business. We are passionate about our clients' success in Employee Benefits, Property & Casualty Insurance, Retirement Plan Services, and Wealth Services. With offices nationwide, our collaborative approach allows us to deliver national strength 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 & Broker Partnership

Support Account Executives with pre-sale and post-sale activities for new business
Provide a high-quality customer experience through timely, accurate, and professional communication
Act as a liaison between brokers, Account Executives, internal teams, and carrier underwriting departments
Respond promptly to internal and external new business opportunities and requests

Operational Excellence

Review, qualify, and process incoming new case submissions
Organize and review employee applications and employer documentation for eligibility review
Create and maintain tracking logs and group folders to ensure accurate documentation and visibility
Verify broker appointments with carriers and coordinate certification requirements
Prepare and distribute employer applications and required forms for sold new group opportunities
Submit benefit modifications following initial enrollment
Complete COBRA and POP submission processes
Manage Broker of Record and Account Management requests, ensuring accurate documentation and proper execution

Strategic Contribution

Coordinate RFP requests for large group and ancillary opportunities, identifying missing information and supporting submissions
Oversee submissions of large group cases to carriers
Build expertise in products, systems, and underwriting to effectively support broker and client needs
Strengthen broker relationships through consistency, accuracy, and proactive support

QUALIFICATIONS

What You BringRequired

Experience supporting employee benefits new business, underwriting, or account services
Strong organizational skills with the ability to manage multiple priorities
Excellent written and verbal communication skills
High attention to detail and accuracy
Proficiency in Microsoft Office and comfort working within shared systems and document repositories

Preferred

Experience working in an employee benefits brokerage or carrier environment
Familiarity with SharePoint, document management, and electronic signature platforms
Understanding of group benefits underwriting and submission processes

Core Competencies

Detail orientation and follow-through
Accountability and reliability
Collaborative, service-minded approach
Strong problem-solving skills
Client- and broker-first mindset

ADDITIONAL INFORMATION

Compensation:
Salary range: $75,000 - $85,000 per year
Eligible for performance-based bonus

Benefits:
Alera Group offers comprehensive benefits including medical, dental, vision, life and disability coverage

Associate Account Executive

Alera Group

Chicago, Illinois

About the Company

Alera Group

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