Client Executive

Alera Group

  • Scottsdale, Arizona
  • 30+ days ago

    Highlights

    We're seeking a Employee Benefits Client 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. What You'll Do / Your ImpactClient Partnership and Risk StrategyServe as primary relationship manager for assigned clients and develop strong partnerships with HR leaders and executive stakeholders.

    Numbers & Facts

    LocationScottsdale, Arizona

    Description

    OVERVIEW

    Client Executive - Employee Benefits
    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 a Employee Benefits Client 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 Partnership and Risk Strategy
    • Serve as primary relationship manager for assigned clients and develop strong partnerships with HR leaders and executive stakeholders
    • Facilitate renewal discussions and negotiations with carriers while guiding clients through benefit strategy decisions
    • Lead client meetings including mid year reviews renewals and wellness strategy discussions
    • Support business growth through new client development and expanding existing client relationships
    Operational Excellence
    • Manage full lifecycle of client service activities including renewals implementation and ongoing support
    • Coordinate requests for proposals benefit design enrollment processes and general service needs across medical pharmacy dental vision and other programs
    • Maintain client service timelines and ensure all deliverables are completed accurately and on schedule
    • Act as liaison between clients carriers and vendors to implement changes resolve issues and support ongoing administration
    • Coordinate internal resources and subject matter experts to support client needs
    Strategic Contribution
    • Independently manage and execute the annual renewal process ensuring all steps are completed efficiently
    • Interpret and review contracts plan documents and related materials to support client decision making
    • Participate in prospect meetings and support new business initiatives alongside consulting teams
    • Mentor and support development of client services team members
    • Identify opportunities to enhance service delivery and improve client experience

    QUALIFICATIONS

    What You BringRequired
    • Eight or more years of experience in group medical insurance benefits administration or related field
    • Experience supporting large group clients including self funded fully insured and level funded plans
    • Strong knowledge of regulatory requirements including ACA COBRA HIPAA and related guidelines
    • Ability to manage multiple priorities and deliver high quality work within deadlines
    • Strong communication relationship management and problem solving skills
    • Proficiency in Microsoft Office applications
    Preferred
    • Bachelor's degree in business or related field
    • Active Life and Health insurance license
    • Experience working directly with consultants carriers and large client organizations
    Core Competencies
    • Client relationship management
    • Strategic thinking and execution
    • Communication and collaboration
    • Organizational effectiveness and time management
    • Analytical thinking and problem solving

    ADDITIONAL INFORMATION

    Benefits:
    Alera Group offers comprehensive benefits including medi

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