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Individual Client Executive

Alera Group

New Richmond, Wisconsin

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JOB DETAILS
SKILLS
Annuities, Brokerage, Communication Skills, Customer Acquisition, Customer Experience, Customer Relations, Customer Relationship Management (CRM), Customer Relationship Management (CRM) Systems, Customer Retention/Renewal, Customer/Client Research, Health Plan, Interpersonal Skills, Life Insurance, Marketing Communications, Medicare, Microsoft Office, Multitasking, Needs Assessment, Negotiation Skills, Onboarding, Problem Solving Skills, Product Support, Resolve Customer Issues, Sales, Sales Management, Service Delivery
LOCATION
New Richmond, Wisconsin
POSTED
17 days ago
OVERVIEW

Alera Group is looking for an Individual Client Executive. We are seeking highly motivated colleagues who bring experience and enthusiasm to our team - joining us may be the perfect fit for you!

Alera Group was founded in 2017 and has grown to become the 14th largest broker of US business. We are passionate about our clients' success in the areas of Employee Benefits, Property and Casualty Insurance, Retirement Plan Services, and Wealth Services. With a network of offices nationwide, our commitment to collaboration allows us to offer national resources combined with local service.

RESPONSIBILITIES

The Individual Client Executive is a key member of our team, responsible for the production and retention of our individual client base.

This role requires a dynamic professional who excels in building relationships, identifying client needs and understanding their goals, and delivering exceptional service to ensure continued satisfaction
and loyalty. This position has both a service and sales component, with products including Medicare, individual health plans, life insurance and annuities.

  • Drive client acquisition and retention through proactive outreach, networking, referrals, personalized support, and regular client engagement
  • Conduct comprehensive needs assessments to understand client objectives and tailor solutions accordingly
  • Present, deliver, and support products or services that align with client requirements, ensuring smooth onboarding and ongoing service
  • Resolve client issues promptly while collaborating with internal teams to deliver a cohesive and positive client experience
  • Track and report client interactions, feedback, and outcomes using CRM tools while maintaining market and industry awareness
QUALIFICATIONS

  • Bachelor's degree in Business, Marketing, Communications, or related field preferred
  • 2+ years of experience in client relationship management, sales, or account management
  • WI Life and Health license and Medicare certification, or willingness to obtain
  • Strong communication and interpersonal skills with a client-focused mindset
  • Proven ability to manage multiple priorities, work independently, and achieve goals
  • Proficiency in CRM software, Microsoft Office, and strong problem-solving/negotiation skills
ADDITIONAL INFORMATION

This job requires presence in the office on a hybrid schedule as agreed with the manager.

Compensation includes a base salary, plus commissions on sales.

Alera Group offers comprehensive benefits to our colleagues, including medical, dental, life and disability insurance, 401k, generous paid time off and much more.

We're an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status, or any other protected class.

Alera Group is committed to protecting your privacy. Please review our Privacy Policy to understand what personal information we may collect and use as part of your application process.

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Location Type

Hybrid

About the Company

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Alera Group