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Senior Account Executive

1 month ago

NEWPORT BEACH California, Orange County, CA, United States Alera Group Full time

Alera Group is currently seeking a talented and personable Employee Benefits Senior Account Executive & Team Lead for a new hybrid opportunity to join their team based in Los Angeles, CA.

Are you looking to be part of a company where you have exciting opportunities to learn, grow and make a positive impact?

Join a team where each employee is empowered to listen generously, speak straight, collaborate, and build each other up through mutual accountability and shared success?

If that is what you’re looking for, this is your chance to be part of an amazing organization

This client-focused position is responsible for supervising the employee benefits service team, while also retaining, growing, and servicing the book of business.

They will have advanced knowledge of fully insured, level funded, and self-funded group insurance products, the various financial and insurance arrangements available for these coverages, the various types of third-party administration services available, and the behind-the-scenes work that those plans require from a compliance, renewal, and member experience perspective.


  • Manage assigned book of business by meeting retention goals, while also identifying and pursuing cross-sell opportunities
  • Cultivate and maintain executive-level relationships with clients; cultivate strong relationships with decision maker(s) in each client organization as well as with day-to-day client contacts
  • Responsible for overall client strategy; identify, develop and recommend strategic solutions based on client’s needs and applicable regulations
  • Ensure high level of client satisfaction and exceptional service delivery through education on products, processes, and services and communication around due dates, timelines, and actions needed
  • Present at client pre-renewal meetings, renewal presentations, open enrollment meetings, and other virtual or face to face meetings in a clear and concise manner; always with enthusiasm and professionalism
  • Work closely with service team to ensure client’s service and support needs are met throughout the benefits lifecycle
  • Maintain a high level of credibility and working relationship with insurance carriers, internal partners, vendors and TPA’s
  • Maintain and continually develop knowledge of products, technology, and regulatory issues that impact clients. This may require both self-study and attendance at trainings, webinars and industry
    events
  • Establish a positive client and member experience by serving as an escalation point of contact on a diverse range of topics, including eligibility, billing, claims, implementation, and compliance Work closely with leadership to recommend and develop best practices, striving for continuous improvement
  • Other duties as assigned; be ready and willing to complete any take where assistance is needed to best support clients Team Leader Responsibilities
  • Overall responsibility for the day-to-day oversight of employee benefits service team; holding team members accountable to their roles and responsibilities and ensuring all client meets or exceeds Company standards.

  • Bachelors Degree or professional certifications are preferred
  • Minimum of 5+ years of prior experience as an Employee Benefits Senior Account Executive, Team Lead, or Supervisor in a retail insurance setting
  • Completion of CISR designation or INS insurance courses
  • Hybrid (remote and in-office)

Physical Demands:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.While performing the duties of this job, the employee is regularly required to use hands to finger, handle, or feel; reach with hands and arms; and talk or hear. The employee frequently is required to stand and walk. The employee is occasionally required to sit and stoop, kneel, crouch, or crawl. The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 50 pounds. Specific vision abilities required by this job include ability to adjust focus.

Work Environment:

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Normal office environment with controlled temperature. The noise level in the work environment is usually moderate.


Benefits: We offer comprehensive benefits to employees, including medical, dental, STD, LTD and life insurance, 401k, paid time off and much more.

Salary: $145K-$175K

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.

If you're a California resident, please read the California Consumer Privacy Act prior to applying.

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PandoLogic. Category:Human Resources, Keywords:Compensation / Benefits Account Executive, Location:NEWPORT BEACH, CA-92658