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
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.
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 StageTotal Funding
$1.1BKey Investors
Bank of MontrealGenstar Capital
2025-05-01Debt Financing· $1B
2023-04-12Private Equity· $100M
2017-01-04Private Equity
Recent News
2025-10-21
Company data provided by crunchbase