Associate Account Executive - Lead
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AI Summary
Emploiyee Benefits Lead Associate Account Executive
Remote | Preference for PST MST time zones
At Alera Group, our Employee Benefits teams help organizations attract, retain, and engage their workforce through creative, compliant, and competitive benefits strategies. We’re seeking a Emploiyee Benefits Lead Associate Account Executive who will make a meaningful impact by delivering proactive client service, thoughtful benefits strategy, and a high-touch experience for both clients and employees.
About Alera Group
Founded in 2017, Alera Group has grown to become the 14th largest broker of U.S. business. We are passionate about our clients’ success in Employee Benefits, Property & Casualty Insurance, Retirement Plan Services, and Wealth Services. With offices nationwide, our collaborative approach allows us to deliver national strength with local service.
This role supports clients by ensuring benefits programs are administered accurately, aligned with strategic objectives, and compliant with all regulatory requirements. You’ll partner with internal teams and client contacts to deliver seamless execution, creative solutions, and a superior client experience.
Why Alera Group
Meaningful Impact: Help clients and employees navigate benefits programs that drive retention, engagement, and satisfaction
Growth & Learning: Opportunities to deepen your expertise and gain exposure to a variety of clients and industries
Collaborative Culture: Work in a team-oriented environment that values accountability, partnership, and the principles of The Collaborative Way
RESPONSIBILITIES
What You’ll Do / Your Impact
Client & Broker Partnership
- Support Account Executives with pre-sale and post-sale activities for new business
- Provide a high-quality customer experience through timely, accurate, and professional communication
- Act as a liaison between brokers, Account Executives, internal teams, and carrier underwriting departments
- Respond promptly to internal and external new business opportunities and requests
Operational Excellence
- Review, qualify, and process incoming new case submissions
- Organize and review employee applications and employer documentation for eligibility review
- Create and maintain tracking logs and group folders to ensure accurate documentation and visibility
- Verify broker appointments with carriers and coordinate certification requirements
- Prepare and distribute employer applications and required forms for sold new group opportunities
- Submit benefit modifications following initial enrollment
- Complete COBRA and POP submission processes
- Manage Broker of Record and Account Management requests, ensuring accurate documentation and proper execution
Strategic Contribution
- Coordinate RFP requests for large group and ancillary opportunities, identifying missing information and supporting submissions
- Oversee submissions of large group cases to carriers
- Build expertise in products, systems, and underwriting to effectively support broker and client needs
- Strengthen broker relationships through consistency, accuracy, and proactive support
QUALIFICATIONS
What You Bring
Required
- Experience supporting employee benefits new business, underwriting, or account services
- Strong organizational skills with the ability to manage multiple priorities
- Excellent written and verbal communication skills
- High attention to detail and accuracy
- Proficiency in Microsoft Office and comfort working within shared systems and document repositories
Preferred
- Experience working in an employee benefits brokerage or carrier environment
- Familiarity with SharePoint, document management, and electronic signature platforms
- Understanding of group benefits underwriting and submission processes
Core Competencies
- Detail orientation and follow-through
- Accountability and reliability
- Collaborative, service-minded approach
- Strong problem-solving skills
- Client- and broker-first mindset
ADDITIONAL INFORMATION
Compensation:
Salary range: $70,000 – $90,000 per year
Eligible for performance-based bonus
Benefits:
Alera Group offers comprehensive benefits including medical, dental, vision, life and disability coverage, 401(k), generous PTO, and more.
Work Model:
This role is hyrid with a remote option (PST time-zone)
Professional Development – Alera Group Academy
At Alera Group, growth isn’t left to chance. Through Alera Group Academy, we provide structured development opportunities designed to help you expand your expertise and build a meaningful career.
You’ll have access to:
Role-specific learning paths
Leadership development programs
Technical and compliance training
Industry certifications and continuing education support
Peer learning and knowledge-sharing communities
Whether you’re deepening technical expertise or preparing for leadership, we’re invested in helping you grow.
Licensure & Certifications
This position may require:
Active CA Life & Health License
Ongoing continuing education to maintain active status
We're an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status, or any other protected class.
Alera Group is committed to protecting your privacy. Please review our Privacy Policy to understand what personal information we may collect and use as part of your application process.
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Location Type
Remote
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