Client Executive

OVERVIEW

Client Executive Hybrid | Scottsdale, Chandler, Flagstaff

• Arizona At Alera Group, our Employee Benefits team partners with organizations to develop innovative benefits strategies that support employee well-being and business performance. As a Client Executive , you will lead strategic client relationships, drive retention and growth initiatives, and serve as a trusted advisor to executive stakeholders while ensuring the successful delivery of employee benefits solutions. 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. The Employee Benefits Client Executive is responsible for owning the overall client relationship, driving revenue growth, and serving as a trusted advisor to executive-level client stakeholders. This role combines strategic leadership with operational oversight to ensure long-term client success and high-quality service execution. The position leads client strategy, retention, and expansion efforts while partnering closely with client management teams and specialists to deliver a seamless 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 Serve as the primary strategic advisor to senior HR, Finance, and executive leadership teams, providing guidance on benefits strategy, cost management, and workforce planning Lead client retention, revenue growth, and profitability initiatives while managing a complex book of business and identifying opportunities for expansion Develop and execute long-term employee benefits strategies that align with client business objectives and position Alera Group as a trusted partner Lead renewal strategy discussions, carrier negotiations, and market evaluations while delivering clear recommendations to executive audiences Oversee all aspects of client service delivery and partner with internal teams to ensure seamless execution of client objectives and initiatives Coordinate benefit plan design, funding strategy evaluations, RFP processes, implementations, and vendor management activities Provide leadership, mentorship, and direction to account management and service teams while fostering a collaborative client-focused environment Stay informed on industry trends, compliance requirements, market developments, and emerging solutions to support client success and business growth QUALIFICATIONS Required Qualifications Strong knowledge of employee benefits plan design and funding strategies Experience managing large, complex employee benefits clients Proven ability to drive client retention, revenue growth, and profitability Executive-level communication, presentation, and relationship management skills Ability to interpret contracts, plan documents, and insurance agreements Strong analytical, problem-solving, and strategic planning capabilities Ability to work independently and collaboratively across cross-functional teams Excellent organization, time management, and project management skills Proficiency with Microsoft Office applications Licensure Active Life and Health Insurance License required Preferred Qualifications Bachelor's degree in Business or a related field Experience supporting self-funded and large employer benefit programs Knowledge of ACA, COBRA, HIPAA, and other employee benefits compliance requirements Experience negotiating with carriers and vendors Demonstrated success leading executive-level client meetings and presentations Experience mentoring and developing client service professionals ADDITIONAL INFORMATION 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 Scottsdale, Chandler, Flagstaff 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. 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-SE1 #LI-Hybrid Location Type Hybrid - 2 or less days in office Serve as the primary strategic advisor to senior HR, Finance, and executive leadership teams, providing guidance on benefits strategy, cost management, and workforce planning Lead client retention, revenue growth, and profitability initiatives while managing a complex book of business and identifying opportunities for expansion Develop and execute long-term employee benefits strategies that align with client business objectives and position Alera Group as a trusted partner Lead renewal strategy discussions, carrier negotiations, and market evaluations while delivering clear recommendations to executive audiences Oversee all aspects of client service delivery and partner with internal teams to ensure seamless execution of client objectives and initiatives Coordinate benefit plan design, funding strategy evaluations, RFP processes, implementations, and vendor management activities Provide leadership, mentorship, and direction to account management and service teams while fostering a collaborative client-focused environment Stay informed on industry trends, compliance requirements, market developments, and emerging solutions to support client success and business growth Required Qualifications Strong knowledge of employee benefits plan design and funding strategies Experience managing large, complex employee benefits clients Proven ability to drive client retention, revenue growth, and profitability Executive-level communication, presentation, and relationship management skills Ability to interpret contracts, plan documents, and insurance agreements Strong analytical, problem-solving, and strategic planning capabilities Ability to work independently and collaboratively across cross-functional teams Excellent organization, time management, and project management skills Proficiency with Microsoft Office applications Licensure Active Life and Health Insurance License required Preferred Qualifications Bachelor's degree in Business or a related field Experience supporting self-funded and large employer benefit programs Knowledge of ACA, COBRA, HIPAA, and other employee benefits compliance requirements Experience negotiating with carriers and vendors Demonstrated success leading executive-level client meetings and presentations Experience mentoring and developing client service professionals