Office Leader (Deerfield Managing Principal) jobs in United States
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Alera Group, Inc. · 2 months ago

Office Leader (Deerfield Managing Principal)

Alera Group is looking for an Office Leader (Deerfield Managing Principal). The role involves leading a team, overseeing workflows, and strengthening client relationships to drive business expansion.

Employee BenefitsFinancial ServicesInsuranceRisk Management

Responsibilities

Lead, mentor, and retain a high-performing team to achieve financial, client, and colleague goals while fostering engagement and professional growth
Oversee workflows, drive process improvements, ensure compliance, and collaborate across shared services to enhance efficiency and organizational alignment
Strengthen client relationships, elevate the client experience, build market reputation, and support business expansion initiatives, including vendor partnerships and M&A opportunities

Qualification

Insurance experienceBachelor’s degreeGraduate degree/MBAProfessional certificationsTeam leadership

Required

Bachelor's degree in business or related discipline (finance, marketing, operations, accounting, etc.) required
Prior experience in Insurance required
Professional certifications in employee benefits, property & casualty, wealth management, and/or HR as needed

Preferred

Graduate degree or MBA preferred but not required

Company

Alera Group, Inc.

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Alera Group is a growing leader, reimagining the complex risk management, insurance and financial services delivery experience through intentional collaboration connecting clients to holistic solutions that protect and grow all they value most.

Funding

Current Stage
Late Stage
Total Funding
$1.1B
Key Investors
Bank of MontrealGenstar Capital
2025-05-01Debt Financing· $1B
2023-04-12Private Equity· $100M
2017-01-04Private Equity

Leadership Team

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Jim Blue
Chief Executive Officer
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Alan Levitz
Executive Chairman
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Company data provided by crunchbase