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4 months ago
Alera Group Texas is in search of a Senior Account Executive and team lead to join their Employee Benefits Team.
The Senior Account Executive will be tasked with managing and servicing a book of business within Alera Group's Houston, Austin, and San Antonio markets, along with aiding in the expansion of this business portfolio. This role involves leading a service team to deliver necessary reports and other client requirements. The ideal candidate should excel in a dynamic environment, possess advanced knowledge of the healthcare/insurance industry, and exhibit strong organizational and problem-solving skills. Additionally, a proactive attitude towards client service and effective time management are essential. Regular in-person and remote meetings are expected both internally and externally.
- Manage a designated book of business and contribute to its growth by fostering new relationships.
- Collaborate with Producers to enhance employer-sponsored benefit programs for mid-market companies.
- Engage with vendors, carriers, and partners to address escalated claims and HR-related issues.
- Utilize internal and external resources to benchmark benefit programs and provide recommendations.
- Lead the RFP process, manage client utilization and renewal reports, and oversee program communication and implementation.
- Stay informed on benefit plans, legislative updates, and ensure compliance for clients.
- Optimize team utilization, oversee agency management systems, and enhance HRIS connections.
- Work with stakeholders to uphold benefits practices, comply with laws, and handle audits.
- Contribute to enhancing department policies, procedures, and benefit programs.
- Conduct client enrollment meetings and address benefit inquiries.
- Perform other assigned duties as needed.
Key Performance Metrics:
- Client retention
- Contribution to revenue growth
- Team development
Requirements:
- Bachelor's Degree in a related field
- 8+ years of experience in employee benefits, preferably at a broker
- Proficiency in Employee Benefits and Life and Health Insurance
- Financial statement and report preparation skills
- Demonstrated process enhancements leading to profitability
- Excellent communication skills for client interactions
- Strong analytical and leadership capabilities
- Continuous learning mindset
Compensation:
- Competitive compensation based on experience
- Performance-linked variable pay
Perks & Benefits:
- Generous benefits program focusing on employee health and well-being
- Autonomous leadership opportunity
Full benefits package including medical, dental, life insurance, 401k, and paid time off.
We are an equal opportunity employer committed to diversity in the workplace.