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Client Executive

Alera Group

Scottsdale, Arizona

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JOB DETAILS
SKILLS
Administrative Skills, Alliance/Partner Management, Analysis Skills, Brokerage, Business Growth, Business Support, COBRA (Consolidated Omnibus Budget Reconciliation Act of 1985), Communication Skills, Compensation and Benefits, Competitive Analysis/Strategy, Consulting, Contract Analysis, Contract Review, Customer Experience, Customer Relations, Customer Relationship Management (CRM), Customer Support/Service, Decision Support, Employee Benefits, HIPAA (Health Insurance Portability and Accountability Act), Health Insurance, Life Insurance, Mentoring, Microsoft Office, Multitasking, Negotiation Skills, Organizational Development/Management, Pharmacy, Problem Solving Skills, Property and Casualty Insurance, Regulatory Requirements, Relationship Management, Request for Proposals (RFP), Retention Programs, Retirement Plan, Risk, Sales Management, Service Delivery, Staff Development, Team Player, Time Management
LOCATION
Scottsdale, Arizona
POSTED
17 days ago
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

About the Company

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Alera Group