Sr. Account Executive

Propel Insurance, Inc.; Baltimore (MD); Hybrid; USD 175,000 - 200,000; Full time

Job summary

Alera Group, a leading national broker, seeks a Sr. Account Executive to advance client partnerships and strategy in Employee Benefits. You will counsel executives and HR leaders, design competitive benefit programs, and guide ongoing client engagement with data-driven insights.

Hybrid work model with office meetings and client travel. Competitive compensation, plus development opportunities through the Alera Group Academy and licensure support.

Qualifications

• Bachelor’s degree in Business, HR, Finance, or related field.
• 8+ years of experience in employee benefits consulting, brokerage, or related field with large employer clients.
• Strong understanding of benefit plan design, insurance products, and underwriting principles.
• Experience analyzing data and presenting insights to clients.
• Excellent communication and relationship management skills.

Responsibilities

• Build and maintain relationships with key client stakeholders.
• Serve as a strategic advisor to clients, aligning benefit programs with business objectives.
• Lead ongoing client engagement, planning, and long-term strategy development.
• Assess client benefit programs and market trends to identify opportunities for improvement.
• Design and recommend benefit strategies including fully insured and self-insured solutions.
• Evaluate carriers, plan options, and coverage levels to balance cost and employee experience.
• Analyze claims data, utilization patterns, and financial reports to identify cost drivers.
• Develop and present actionable insights and recommendations to clients.
• Support financial modeling and reporting to guide decision-making.
• Implement cost containment strategies including wellness initiatives, network optimization, and utilization management.
• Monitor program performance and adjust to improve outcomes.
• Ensure client plans remain compliant with ACA, ERISA, HIPAA, and COBRA.

Skills

Client relationship management

Strategic advisory

Benefits consulting

Data analysis

Communication

Negotiation

Education

Bachelor's degree in Business, HR, Finance, or related field

Tools

Microsoft Office Suite

Job description

OVERVIEW

Sr. Account Executive – Employee Benefits

Hybrid | Office Meetings and Client Travel

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 a Sr. 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.

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 & Strategy

• Build and maintain relationships with key client stakeholders including executives, HR leaders, and benefits administrators
• Serve as a strategic advisor to clients, aligning benefit programs with business objectives
• Lead ongoing client engagement, planning, and long-term strategy development

Benefit Strategy & Plan Design

• Assess client benefit programs, workforce demographics, and market trends to identify opportunities for improvement
• Design and recommend benefit strategies, including fully insured and self-insured solutions
• Evaluate carriers, plan options, and coverage levels to balance cost, risk, and employee experience

Financial & Data-Driven Insights

• Analyze claims data, utilization patterns, and financial reports to identify cost drivers and trends
• Develop and present actionable insights and recommendations to clients
• Support financial modeling and reporting to guide decision-making

Cost Management & Optimization

• Implement cost containment strategies including wellness initiatives, network optimization, and utilization management
• Monitor program performance and recommend adjustments to improve outcomes and sustainability

Compliance & Governance

• Ensure client plans remain compliant with applicable regulations including ACA, ERISA, HIPAA, and COBRA
• Provide guidance on regulatory changes and their impact on benefit programs

Vendor & Carrier Management

• Negotiate and manage relationships with carriers, TPAs, and vendors
• Evaluate service delivery, pricing, and contractual terms to ensure client value

Employee Engagement & Communication

• Develop and deliver benefit communications, enrollment materials, and educational sessions
• Support open enrollment strategy and employee understanding of benefit offerings

Continuous Improvement

• Evaluate program effectiveness through benchmarking, reporting, and client feedback
• Recommend enhancements to improve performance, satisfaction, and competitive positioning

QUALIFICATIONS

What You Bring

Required

• Bachelor’s degree in Business, Human Resources, Finance, or related field
• 8+ years of experience in employee benefits consulting, brokerage, or related field with large employer clients
• Strong understanding of benefit plan design, insurance products, and underwriting principles
• Experience analyzing data and presenting insights to clients
• Excellent communication and relationship management skills

Preferred

• Proven ability to deliver strategic consulting and drive positive client outcomes
• Industry certifications such as CEBS, REBC, GBA, or PHR
• Proficiency in Microsoft Office Suite

Core Competencies

• Strategic thinking and problem-solving
• Client-first mindset
• Analytical and data-driven decision-making
• Strong communication and executive presence
• Accountability and follow-through

ADDITIONAL INFORMATION

Compensation:

Salary range: $175,000 – $200,000 per year

Eligible for performance-based bonus: Yes

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 (If Applicable)

This position may require:

• Active Life and 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.

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Location Type

Hybrid - 2 or less days in office