Senior Account Executive - Alera Group

Alera Group is seeking a Senior Account Executive to join their Employee Benefits team in Dallas, TX. 

Alera Group was founded in 2017 and has grown to become the 15th 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. 

The Senior Account Executive/Team Lead will be a key point of contact for key accounts (100+ lives) and provide multiple layers of support in maintaining, expanding and servicing the unique needs of each of our clients. This person will be responsible for strengthening new and existing relationships by actively investigating clients’ needs through effective questioning and listening. He or she will be required to manage daily communications and participate in client’s (as required) face-to face meetings. This individual must be able to prioritize objectives in an ever-changing and fast-pace environment and demonstrate advanced knowledge of current healthcare industry and trends. Additionally, this individual should have a proactive servicing approach, a strong sense of urgency responding to client matters on time, and advanced problem-solving skills.

• Serve as the primary day-to-day contact for managing client relationships and handling issue resolution.
• Create and manage annual client service calendars, ensuring effective monitoring of issue resolution.
• Collaborate with producer/broker to develop and implement plan designs that align with clients' long-term goals.
• Build strong partnerships with carriers and actuarial teams to drive successful outcomes for Alera Group clients.
• Work with Benefits Analyst to prepare and present detailed plan design analysis, aiding clients in informed decision-making.
• Assist in the new business sales process, including preparing RFPs, proposals, and presentations.
• Review SPDs, contracts, and legal documents for compliance, and resolve service issues like eligibility, billing, and claims with account managers.

• Bachelor's degree preferred, or equivalent experience
• Life and Health Insurance State License required.
• Professional certifications (GBA, PHR, CLU, CEBS, CBP) preferred but not required
• Prior leadership/people management experience.
• 7+ years of experience in insurance carrier or brokerage.
• Expertise in self-funding, complex employers, health and welfare plans (HMO, PPO, CDHP), and ancillary coverage (Life, Disability, Dental, Vision).
• Strong regulatory knowledge, sound judgment, relationship management, customer service skills, and experience managing a team.

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. 

If you're a California resident, please read the California Consumer Privacy Act prior to applying. 

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