Account Executive

Alera Group; Illinois; Remote; USD 110,000 - 120,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

Life and disability coverage

401(k)

Paid time off

Professional development

Job summary

Alera Group is seeking an Account Executive to lead client relationships and drive new business remotely across the United States. You will collaborate with benefits, underwriting, and carrier partners to deliver tailored employee benefits solutions.

The role offers a competitive salary range of $110,000–$120,000 with comprehensive benefits, paid time off, and professional development opportunities. Travel is occasional; licensing and compliance are required.

Qualifications

• High school diploma or equivalent work experience required.
• Active Life and Health Insurance License or ability to obtain licensure as needed.
• Strong sales and customer-service oriented approach.
• Excellent verbal and written communication abilities.
• Strong organizational skills and attention to detail.
• Ability to influence and build trust with clients and partners.
• Ability to manage multiple priorities in a fast-paced environment.
• Proficiency with Microsoft Office applications (Excel, Outlook, SharePoint).
• Experience using CRM systems such as Salesforce or similar platforms.

Responsibilities

• Develop and maintain relationships with target-market clients, brokers, and prospects.
• Achieve sales goals through prospecting, presentations, enrollments, and ongoing support.
• Serve as a trusted advisor on medical, dental, vision, life, and disability insurance.
• Maintain knowledge of industry trends, regulatory changes, and carrier offerings.
• Prepare and submit accurate group applications for underwriting.
• Collaborate with sales support, underwriting, management, brokers, and carriers to deliver client experiences.
• Support renewals, retention, and post-sale service activities.
• Assist team members with special projects and business development initiatives.

Skills

Sales skills

Relationship building

Customer service

Communication skills

Organization

Influence and persuasion

Multi-tasking

CRM experience

Education

Bachelor's degree in business/Marketing/Insurance or related field

Tools

Salesforce

Microsoft Office

Excel

Outlook

SharePoint

Job description

OVERVIEW

Account ExecutiveAbout Alera Group Founded in 2017, Alera Group is one of the nation's leading independent insurance and financial services firms. We combine the strength of a national organization with the personalized service of local experts to help clients succeed across Employee Benefits, Property & Casualty Insurance, Retirement Plan Services, Wealth Services, and Human Capital Solutions.

Why Join Alera Group?

• Collaborate with purpose - Work alongside colleagues who believe the best results come from strong partnerships, shared expertise, and supporting one another.
• Build your career - Expand your expertise through meaningful work, continuous learning, and opportunities to grow across a national organization.
• Make an impact - Help clients navigate complex challenges while contributing to solutions that make a difference for their businesses, employees, and communities.

The Opportunity

At Alera Group, our Employee Benefits team helps organizations attract, retain, and support their employees through innovative benefits solutions. As an Account Executive, you'll play an important role in delivering exceptional client service, building trusted relationships, and helping clients navigate the complexities of employee benefits.

RESPONSIBILITIES

• Develop and maintain strong relationships with target-market clients, brokers, and prospects
• Achieve sales goals through effective prospecting, presentations, enrollments, and ongoing client support
• Serve as a trusted advisor by providing guidance on medical, dental, vision, life, and disability insurance products
• Maintain knowledge of industry trends, regulatory requirements, carrier offerings, and legislative changes
• Prepare, review, and submit accurate group applications and supporting documentation for underwriting
• Collaborate with sales support, underwriting, management, brokers, employer contacts, and carrier representatives to deliver exceptional client experiences
• Support renewals, customer retention efforts, and post-sale service activities
• Assist team members and leadership with special projects and business development initiatives

QUALIFICATIONS

Required Qualifications

• High school diploma, GED, or equivalent work experience required
• Active Life and Health Insurance License or ability to obtain and maintain required licensure based on business needs
• Strong sales, relationship-building, and customer service skills
• Excellent verbal and written communication abilities
• Strong organizational skills and attention to detail
• Ability to influence, persuade, and build trust with clients and business partners
• Ability to manage multiple priorities in a fast-paced environment while meeting deadlines
• Proficiency with Microsoft Office applications, including Excel, Outlook, and SharePoint
• Experience using CRM systems such as Salesforce or similar platforms

Preferred Qualifications

• Bachelor's degree in business, Marketing, Insurance, or a related field
• Previous experience in employee benefits, insurance sales, brokerage, or account management
• Knowledge of group health insurance products and underwriting processes
• Experience working with brokers, employer groups, and carrier partners
• Demonstrated success achieving sales or business development goals

Compensation

• Salary Range: $110,000-$120,000 annually

Benefits

Eligible colleagues enjoy a comprehensive benefits package including:

• Medical, dental, and vision insurance
• Life and disability coverage
• 401(k)
• Generous paid time off
• Professional development and career growth opportunities

ADDITIONAL INFORMATION

Work Arrangement

This position is Remote

• Remote: This role is primarily remote.

Travel Requirements

Occasional travel may be required to support office implementations, training, and collaboration with project teams.

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.

Location Type

Remote