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

Office Leader (Deerfield Managing Principal)

Alera Group is looking for an Office Leader (Deerfield Managing Principal) to guide the local team towards achieving the office’s vision, mission, and goals. This role oversees office culture, talent management, client satisfaction, and revenue growth while collaborating with various teams within the organization.

Employee BenefitsFinancial ServicesInsuranceRisk Management

Responsibilities

Leads team to meet financial, client, and colleague goals (short and long-term)
Attracts, develops, and retains a talented, productive, and engaged team
Supports career paths and succession planning for talent development
Enhances client experience and builds a top-tier market reputation
Collaborates with vendors to improve client support and services
Manages workflows and adopt operational models to increase efficiency
Ensures compliance with ethical guidelines and industry regulations
Participates in regional discussions, work groups, verticals, and interest groups
Drives change through effective communication strategies
Supports and deploys Alera Shared Services (Practice Leader initiatives, Finance/Accounting, Technology, HR, Legal, Marketing)
Presents acquisition targets to the M&A Team and support the acquisition process
Shares and supports Alera communication and resources to ensure visibility of broader initiatives

Qualification

Insurance experienceEmployee benefits certificationProperty & casualty certificationMS Office SuiteMBAFinance knowledgeMarketing knowledgeOperations knowledgeAccounting knowledgeHR certificationWealth management certification

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
Proficiency in MS Office Suite

Preferred

Graduate degree or MBA preferred but not required

Benefits

Medical
Dental
Life and disability insurance
401k
Generous paid time off
Much more

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 Vice Chairman
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Company data provided by crunchbase