Associate Account Executive

OVERVIEW

Employee Benefits - 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 an Employee Benefits 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 Partnership and Risk Strategy
Support Account Executive in pre sale and post sale new business activities
Collaborate with brokers carriers and underwriting partners to deliver effective solutions
Act as liaison between broker and underwriting teams to ensure timely communication and resolution
Contribute to broker relationship management and identify opportunities for growth
Operational Excellence
Review qualify and process new case submissions ensuring completeness and accuracy
Organize enrollment documents reconcile wage reports and prepare submission materials
Maintain tracking logs and monitor all new group submissions
Verify broker appointments and coordinate documentation requirements
Prepare employer applications forms and related materials for new business cases
Support COBRA POP and benefit modification processing
Ensure all activities are documented and completed in a timely and accurate manner
Strategic Contribution
Coordinate RFP requests for large group and ancillary opportunities in partnership with Account Executive
Identify missing information and support completion of large group submissions
Oversee submission of large group cases to carriers
Support ongoing improvement of processes and service delivery

QUALIFICATIONS

What You Bring
Required
Experience in insurance employee benefits or related client service environment
Strong organizational and time management skills
Ability to manage multiple priorities in a fast paced environment
Strong communication and relationship management skills
High attention to detail and accuracy
Preferred
Experience supporting brokers carriers or underwriting teams
Familiarity with new business submissions enrollment and benefits administration processes
Experience using internal tracking systems or SharePoint tools
Core Competencies
Detail orientation
Accountability and follow through
Collaborative mindset
Client first approach

ADDITIONAL INFORMATION

Compensation:Salary range: $85,000 – $95,000 per yearEligible 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 hybrid 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
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.
 
#LI-MM1
#LI-Remote
#LI-Hybrid

Location Type

Remote