Lead the custodial operations team to oversee account opening and maintenance across multiple RIA platforms while strengthening vendor relationships. Drive operational excellence through process automation, scalability, and strategic planning to support the growth of the Wealth Services business.
Alera Group
13 Remote Job Openings at Alera Group
Manage commercial Property & Casualty accounts by handling renewals, endorsements, and claims support while maintaining strong client relationships. Collaborate with producers and internal teams to execute risk strategies and identify revenue growth opportunities through account rounding.
The agent will partner with clients to deliver and administer employee benefits programs, providing education on health, dental, and vision insurance. They are responsible for managing enrollment processes, maintaining CRM documentation, and ensuring regulatory compliance.
Serve as a strategic partner to the National Captive Practice Leader to execute growth initiatives and operational plans. Lead business development efforts, support producer success, and design scalable processes to improve practice performance.
Lead the finance operations strategy and manage the Workday Financials environment to drive standardization and scalability across a multi-entity organization. Partner cross-functionally to align workflows and support M&A integration efforts through reporting and governance frameworks.
Manage a commercial book of business by handling client service requests, renewals, and policy maintenance. Coordinate with producers and carriers to ensure high-quality service delivery and client retention.
The Senior Accountant manages financial operations including commission processing, agency billing, and accounts payable to ensure accurate reporting. They partner with cross-functional teams to support strategic finance initiatives and maintain compliance with accounting standards.
Lead a high-performing team focused on claims processing, funding reconciliation, and data analytics for spending account programs. Act as the primary liaison between internal stakeholders and external vendors to ensure operational efficiency and regulatory compliance.
Manage the end-to-end RFP process for employer pharmacy benefit programs, including PBM and point-solution evaluations. Coordinate data collection, vendor communications, and the preparation of executive-level client summaries and comparison reports.
Support Account Executives with pre-sale and post-sale activities for new employee benefits business. Manage the processing of new case submissions, carrier coordination, and the maintenance of accurate client documentation.
The role is responsible for managing external data operations, vendor performance, and carrier relationships to ensure scalable and reliable data exchange. It involves leading integration initiatives, designing automated workflows, and establishing accountability frameworks through SLAs and performance metrics.
Lead complex compensation consulting engagements and serve as a senior advisor to clients on strategy, design, and execution. Drive business growth by expanding client relationships and identifying new consulting opportunities.
The VP of Pharmacy Consulting serves as a player-coach responsible for driving revenue growth and leading a high-performing team of clinical pharmacists and consultants. They are tasked with setting the long-range strategy for pharmacy services, managing the P&L, and acting as the clinical face of the practice in sales meetings.
