Alera Group, Inc. · 6 days ago
Managing Consultant
Alera Group is looking for a Managing Consultant who is highly motivated and experienced. The role involves leading client strategy for key accounts, integrating specialty practices into client solutions, and building senior-level relationships.
Employee BenefitsFinancial ServicesInsuranceRisk Management
Responsibilities
Lead client strategy and lifecycle execution for key accounts, driving retention and growth goals
Integrate specialty practices (e.g., Wellness, VB, Vital Incite, Pharmacy Solutions, Captives) into client solutions
Build and maintain senior-level carrier and client relationships, serving as executive sponsor for escalations
Stay current on industry trends, legislation, products, and competitive market conditions
Act as a player/coach to develop Consultants, Account Managers, and Analysts; create workflows and lead initiatives
Partner with producers on prospect meetings, sales projects, and cross-sell opportunities (P&C, Retirement)
Supervise Account Management team - coaching, performance reviews, goal-setting, compensation, and disciplinary actions
Qualification
Required
Bachelor's degree in Business or relevant work experience
Minimum of 7+ years of related experience
State Life & Health Licenses required
Strong technical knowledge of employee benefits and policies, and the ability to understand the needs and requirements of the clients, from strategic and tactical vantage points
Preferred
Previous supervisory experience preferred
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.
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