Employee Benefits Account Executive

OVERVIEW

SBU Account Executive – Employee Benefits Las Vegas, NV | (Hybrid) 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 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.

The SBU Account Executive serves as the primary point of contact for anywhere between 150-200 small business clients, 2-9 in employee size. This role requires top notch reactive service and support throughout the client lifecycle. They are responsible for taking a warm lead beginning to end, managing client renewals, staying highly organized in order to handle the large volume of clients, helps with billing and claim issues, and processes eligibility requests.

The ideal candidate is quick to respond, detail-oriented, has clear communication skills, is comfortable explaining benefit options, is educated on the small group benefits market, and is committed to helping the local small businesses in our community. 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 Assist clients’ employees with day-to-day questions that arise with regard to employee benefit program Promptly respond to all employee and company contact inquiries (no longer than 24 hours, but as fast as possible) Work in carrier portals to send ID Cards as requested and process urgent eligibility Educate clients on how to utilize carrier portals for automatic payments, ID cards, and provider search functions.

Promptly identify and resolve claim/billing issues, working with the employee, the insurance carrier, and sometimes pharmacies and providers Assist in all areas of the new business and renewal process including, but not limited to: taking a warm lead beginning to end proposal creation utilizing excel template and online quoting tools initial writing and submission of the group policy download renewals from carrier portals request quotes from ancillary carriers begin renewal communications 60 days from renewal virtual presentations phone call to walk through options open enrollment meetings virtually or through email Keep Health & Life license up to date Conduct virtual open enrollment meetings upon request and distribute open enrollment materials electronically.

Offer guidance on COBRA administration setup for Association Health Plan (AHP) groups Work with Insurance Carriers regarding plan renewals, contract changes and other matters Manage high number of clients efficiently Maintain accurate records, ensuring all client documentation is properly saved in the shared drive with correct naming conventions.

Keep Account Management System updated with accurate group renewal dates, policies, contacts, tax IDs, and other plan details. Track all active clients on Renewal Calendar Checklist template Prioritize workload and utilize the tools and resources available to maximize your efforts Maintain the core values of the benefits department: honor commitments, be organized, be thorough, be helpful, and be prompt.

Provide training and mentoring to peers QUALIFICATIONS What You Bring Required High school diploma or equivalent; college degree preferred Minimum of three years of experience supporting employee group benefits Active Life & Health insurance license Strong listening skills and attention to detail Proficiency in Microsoft Word, Excel, Outlook, and PowerPoint Ability to work effectively in a fast‑paced environment with frequent interruptions Preferred Experience with benefits enrollment systems and compliance processes Experience presenting benefits information to client groups Core Competencies Client‑first mindset and service excellence Organization, thoroughness, and follow‑through Strong communication and collaboration Accountability and professionalism Problem‑solving and adaptability ADDITIONAL INFORMATION Compensation: Salary range: $55,000 – $65,000 per year 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 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 This position may require: Active NV 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-SE1 #LI-Hybrid Location Type Hybrid - 2 or less days in office What You’ll Do / Your Impact Assist clients’ employees with day-to-day questions that arise with regard to employee benefit program Promptly respond to all employee and company contact inquiries (no longer than 24 hours, but as fast as possible) Work in carrier portals to send ID Cards as requested and process urgent eligibility Educate clients on how to utilize carrier portals for automatic payments, ID cards, and provider search functions.

Promptly identify and resolve claim/billing issues, working with the employee, the insurance carrier, and sometimes pharmacies and providers Assist in all areas of the new business and renewal process including, but not limited to: taking a warm lead beginning to end proposal creation utilizing excel template and online quoting tools initial writing and submission of the group policy download renewals from carrier portals request quotes from ancillary carriers begin renewal communications 60 days from renewal virtual presentations phone call to walk through options open enrollment meetings virtually or through email Keep Health & Life license up to date Conduct virtual open enrollment meetings upon request and distribute open enrollment materials electronically.

Offer guidance on COBRA administration setup for Association Health Plan (AHP) groups Work with Insurance Carriers regarding plan renewals, contract changes and other matters Manage high number of clients efficiently Maintain accurate records, ensuring all client documentation is properly saved in the shared drive with correct naming conventions.

Keep Account Management System updated with accurate group renewal dates, policies, contacts, tax IDs, and other plan details. Track all active clients on Renewal Calendar Checklist template Prioritize workload and utilize the tools and resources available to maximize your efforts Maintain the core values of the benefits department: honor commitments, be organized, be thorough, be helpful, and be prompt.

Provide training and mentoring to peers What You Bring Required High school diploma or equivalent; college degree preferred Minimum of three years of experience supporting employee group benefits Active Life & Health insurance license Strong listening skills and attention to detail Proficiency in Microsoft Word, Excel, Outlook, and PowerPoint Ability to work effectively in a fast‑paced environment with frequent interruptions Preferred Experience with benefits enrollment systems and compliance processes Experience presenting benefits information to client groups Core Competencies Client‑first mindset and service excellence Organization, thoroughness, and follow‑through Strong communication and collaboration Accountability and professionalism Problem‑solving and adaptability