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Alera Group, Inc. · 3 hours ago

Sr. Account Executive

Oxnard, CA

Full-time

Hybrid

Senior Level

$165K/yr - $185K/yr

7+ years exp

Alera Group is looking for a Sr. Account Executive to join their team, focusing on the strategic management, retention, and growth of a portfolio of employee benefits clients. This role involves serving as a senior-level consultant, leading client relationships, and ensuring operational excellence and client satisfaction.

Employee BenefitsFinancial ServicesInsuranceRisk Management

Responsibilities

Serve as primary advisor for assigned clients, providing guidance on benefits strategy, plan design, funding, contributions, and program enhancements

Lead end-to-end renewal and marketing processes, including RFP strategy, carrier evaluation, recommendations, and smooth plan transitions

Maintain knowledge of ACA, ERISA, COBRA, HIPAA, Section 125, and other regulations; support clients on compliance questions and ensure programs align with regulatory requirements and best practices

Mentor and direct Account Managers and support staff, partner with Producers for retention/upsell, and ensure accountability, accurate workflows, and problem resolution

Monitor client revenue, fees, and service models; support profitability and retention goals; ensure accurate documentation and effective use of agency systems (CRM, enrollment, proposal tools)

Qualification

Employee Benefits ConsultingRenewal StrategyNegotiationsCalifornia Life & Health LicenseAgency Platforms FamiliarityClient PresentationsMentoring Team MembersTeam Leadership

Required

7+ years in employee benefits consulting or brokerage, managing mid-to-large group clients independently

Strong skills in renewal strategy, negotiations, client presentations, and self-funded/alternative funding arrangements

Experience working in a producer/service team model and mentoring or training junior team members

California Life & Health Insurance License (or ability to obtain); Bachelor's degree preferred or equivalent experience

Familiarity with agency platforms such as Alera Group, BenefitPoint, or similar systems

Preferred

Bachelor's degree preferred or equivalent experience

Benefits

Medical

Dental

Life and disability insurance

401k

Generous paid time off

Much more

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.

Founded in 2017

Deerfield, Illinois, USA

1001-5000 employees