Account Executive

Alera Group, Inc.; Mechanicsburg (Cumberland County); Hybrid; USD 110,000 - 125,000; Full time

Benefits offered by this job

Medical coverage

Dental coverage

Vision coverage

401(k)

Generous PTO

Job summary

Alera Group, Inc. is seeking an Account Executive in Mechanicsburg to deliver exceptional client service and benefits strategy. This hybrid role requires strong communication skills and a proactive approach to managing employee relationships.

The ideal candidate will possess a Life & Health insurance license and a Bachelor's degree, with experience managing a considerable client portfolio. Comprehensive benefits and professional development opportunities are offered, with a competitive salary range of $110,000 to $125,000 annually.

Qualifications

• Active Life & Health insurance license required.
• Proven success managing a book of business of 50+ clients.
• Strong knowledge of employee benefits programs, including self-funded arrangements.

Responsibilities

• Provide leadership over assigned employee benefits client relationships.
• Lead client strategic initiatives from identification through implementation.
• Deliver consultative guidance on employee benefits strategies.

Skills

Client relationship management

Communication skills

Strategic planning

Analytical skills

Education

Bachelor’s degree

Tools

Microsoft Office

Insurance technology platforms

Job description

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 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

Alera Group was founded in 2017 and has grown to become the 14th largest broker of U.S. business. We are passionate about our clients’ success in the areas of Employee Benefits, Property and Casualty Insurance, and Financial Services. With a network of offices nationwide, our commitment to collaboration allows us to offer national resources combined with local service.

Responsibilities

What You’ll Do / Your Impact

Client Experience & Advisory Support

• Provide leadership over assigned employee benefits client relationships and serve as a trusted advisor
• Lead client strategic initiatives from identification through implementation, including development of project plans and presentations
• Deliver consultative guidance on employee benefits strategies, including self‑funding and long‑term cost management
• Maintain strong client relationships through proactive communication and service excellence

Operational & Compliance Excellence

• Own and actively manage client renewal calendars, ensuring timely completion of tasks, milestones, and deliverables
• Coordinate with internal teams and external vendors to ensure high‑quality work products and service delivery
• Ensure documentation, reporting, and service activity align with regulatory requirements and internal procedures
• Drive data analysis and insight reporting to inform client decision‑making and renewal strategy

Growth & Retention

• Maintain accountability for client retention through proactive planning, execution, and relationship management
• Identify opportunities to enhance client programs and improve overall service delivery
• Support long‑term growth by strengthening client partnerships and implementing strategic initiatives within the employee benefits space

Qualifications

What You Bring

Required Qualifications

• Active Life & Health insurance license
• Bachelor’s degree
• Proven success managing a book of business of 50+ clients
• Strong knowledge of employee benefits programs, including self‑funded arrangements
• Excellent written and verbal communication skills, including presentation abilities
• Proficiency with Microsoft Office and modern insurance technology platforms

Preferred Qualifications

• Experience leading strategic initiatives for complex employee benefits clients
• Strong analytical and problem‑solving capability

Core Competencies

• Collaboration and teamwork
• Strategic thinking
• Communication excellence
• Growth mindset
• Decision‑making and accountability

Additional Information

Compensation

Salary range - $110,000 – $125,000 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

• Role‑specific learning paths
• Leadership development programs
• Technical and compliance training
• Industry certifications and continuing education support
• Peer learning and knowledge‑sharing communities

Licensure & Certifications

• Active Life and Health license
• Ability to obtain required licensure within agreed upon timeline after hire
• 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.

Hybrid - 2 or less days in office