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Associate Account Executive - Lead

June 6, 2026

OVERVIEW <img src="https://aleragroup.icims.com/icims2/servlet/icims2?module=AppInert&action=download&id=144345&hashed=-2046073511" alt="Alera_Color_250x80"><h1 data-start="275" data-end="314">Emploiyee Benefits Lead Associate Account Executive</h1>Remote | Preference for PST MST time zones 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 Emploiyee Benefits Lead Associate 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. 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. <h2 data-start="3522" data-end="3544">Why Alera Group</h2><ul data-start="3546" data-end="3952"><li data-start="3546" data-end="3677">Meaningful Impact: Help clients and employees navigate benefits programs that drive retention, engagement, and satisfaction</li><li data-start="3678" data-end="3800">Growth & Learning: Opportunities to deepen your expertise and gain exposure to a variety of clients and industries</li><li data-start="3801" data-end="3952">Collaborative Culture: Work in a team-oriented environment that values accountability, partnership, and the principles of The Collaborative Way</li></ul> RESPONSIBILITIES <div><h2>What You’ll Do / Your Impact</h2><h3>Client & Broker Partnership</h3><ul><li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Support Account Executives with pre-sale and post-sale activities for new business</li><li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Provide a high-quality customer experience through timely, accurate, and professional communication</li><li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Act as a liaison between brokers, Account Executives, internal teams, and carrier underwriting departments</li><li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Respond promptly to internal and external new business opportunities and requests</li></ul><h3>Operational Excellence</h3><ul><li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Review, qualify, and process incoming new case submissions</li><li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Organize and review employee applications and employer documentation for eligibility review</li><li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Create and maintain tracking logs and group folders to ensure accurate documentation and visibility</li><li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Verify broker appointments with carriers and coordinate certification requirements</li><li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Prepare and distribute employer applications and required forms for sold new group opportunities</li><li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Submit benefit modifications following initial enrollment</li><li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Complete COBRA and POP submission processes</li><li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Manage Broker of Record and Account Management requests, ensuring accurate documentation and proper execution</li></ul><h3>Strategic Contribution</h3><ul><li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Coordinate RFP requests for large group and ancillary opportunities, identifying missing information and supporting submissions</li><li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Oversee submissions of large group cases to carriers</li><li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Build expertise in products, systems, and underwriting to effectively support broker and client needs</li><li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Strengthen broker relationships through consistency, accuracy, and proactive support</li></ul></div> QUALIFICATIONS <div><h2>What You Bring</h2><h3>Required</h3><ul><li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Experience supporting employee benefits new business, underwriting, or account services</li><li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Strong organizational skills with the ability to manage multiple priorities</li><li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Excellent written and verbal communication skills</li><li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">High attention to detail and accuracy</li><li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Proficiency in Microsoft Office and comfort working within shared systems and document repositories</li></ul><h3>Preferred</h3><ul><li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Experience working in an employee benefits brokerage or carrier environment</li><li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Familiarity with SharePoint, document management, and electronic signature platforms</li><li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Understanding of group benefits underwriting and submission processes</li></ul><h3>Core Competencies</h3><ul><li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Detail orientation and follow-through</li><li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Accountability and reliability</li><li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Collaborative, service-minded approach</li><li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Strong problem-solving skills</li><li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Client- and broker-first mindset</li></ul></div> ADDITIONAL INFORMATION Compensation: Salary range: $70,000 – $90,000 per year Eligible for performance-based bonus 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 hyrid with a remote option (PST time-zone) <h3 data-start="3975" data-end="4027">Professional Development – Alera Group Academy</h3>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:<ul data-start="4255" data-end="4474"><li data-start="4255" data-end="4287">Role-specific learning paths</li><li data-start="4288" data-end="4323">Leadership development programs</li><li data-start="4324" data-end="4361">Technical and compliance training</li><li data-start="4362" data-end="4422">Industry certifications and continuing education support</li><li data-start="4423" data-end="4474">Peer learning and knowledge-sharing communities</li></ul>Whether you’re deepening technical expertise or preparing for leadership, we’re invested in helping you grow.<h3 data-start="4592" data-end="4638">Licensure & Certifications</h3>This position may require:<ul data-start="4669" data-end="4899"><li data-start="4669" data-end="4769">Active CA Life & Health License</li><li data-start="4841" data-end="4899">Ongoing continuing education to maintain active status</li></ul>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-MM1#LI-Remote#LI-Hybrid Location Type Remote

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1. HOW DO YOU PLAN YOUR DAY?

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The day I watched Marie Forleo's film separating the important from the urgent, my life changed. Not all remote jobs start fast, but most of them are...

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