Employee Benefits Senior Account Executive

3 weeks ago

Pearland, Texas, United States Alera Group Full time
Job Title: Senior Account Executive/Team Lead

Alera Group Texas is seeking a highly skilled Senior Account Executive/Team Lead to join their Employee Benefits Team. This individual will be responsible for managing a book of business in Alera Group's Houston, Austin, and San Antonio markets, driving growth and leading a service team to meet client needs.

Key Responsibilities:
  • Manage an assigned book of business while also assisting in the development of new relationships to grow the book of business.
  • Collaborate with the assigned Producer to design, improve, and service employer-sponsored benefit programs for mid-market employers.
  • Work with vendors, carriers, providers, and other partners to resolve escalated claims and other benefit/HR-related issues.
  • Leverage company resources as well as other external resources to benchmark employers' benefit programs and make recommendations to help them reach their goals.
  • Manage the RFP process – assist in compiling data to be sent, review proposals for accuracy and competitiveness, assist in negotiations.
  • Ensure team prepares client utilization and renewal reports timely and review for accuracy.
  • Oversee the communication and implementation of clients' programs.
  • Maintain and continually increase knowledge about the details of benefit plans and programs, including but not limited to health insurance, dental insurance, vision insurance, disability insurance, life insurance, worksite coverage, COBRA, FMLA, and other health and welfare initiatives.
  • Remain current on legislative updates affecting the benefits function and assist clients in maintaining compliant practices and procedures.
  • Oversee the proper utilization of the assigned team with the agency management systems.
  • Assist with HRIS system connections/enhancements and hold benefits vendors accountable for service level agreements and guarantees.
  • Partner with internal and external stakeholders to ensure benefits and leave practices are up-to-date, and follow current best practices and state and federal law; responds to plan auditors.
  • Contribute to the improvement of the benefits departments policies, procedures, and programs, including documentation and recordkeeping processes.
  • Conduct client open enrollment meetings and answers questions regarding benefit coverage.
Requirements:
  • 8+ years of experience in employee benefits, preferably at a broker.
  • Deep knowledge and expertise of Employee Benefits and Active Life and Health Insurance License.
  • Ability to prepare and verify financial statements, various reports, and budgets.
  • Demonstrated process improvements resulting in increased profitability and service delivery.
  • An executive presence with polished and well-developed written and oral communication skills and experience with C-suite level client interface.
  • Collaborative, passionate, high integrity.
  • Strong business acumen and analytical capabilities.
  • Accomplished leader and developer of people.
  • A continuous learner, with ability to apply new learning in an ever-evolving environment.
Compensation:
  • Competitive Compensation depending on applicable experience.
  • Salary with additional variable compensation tied to performance.
Perks & Benefits:
  • Generous employee benefits package with excellent programs to provide better care and health to its members.
  • Leadership opportunity with autonomy.
  • Hybrid work schedule.

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