OVERVIEW

Client Executive

Hybrid | Scottsdale, Chandler, Flagstaff - Arizona

At Alera Group, our Employee Benefits team partners with organizations to develop innovative benefits strategies that support employee well-being and business performance. As a Client Executive, you will lead strategic client relationships, drive retention and growth initiatives, and serve as a trusted advisor to executive stakeholders while ensuring the successful delivery of employee benefits solutions.

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 Employee Benefits Client Executive is responsible for owning the overall client relationship, driving revenue growth, and serving as a trusted advisor to executive-level client stakeholders. This role combines strategic leadership with operational oversight to ensure long-term client success and high-quality service execution. The position leads client strategy, retention, and expansion efforts while partnering closely with client management teams and specialists to deliver a seamless 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

Serve as the primary strategic advisor to senior HR, Finance, and executive leadership teams, providing guidance on benefits strategy, cost management, and workforce planning
Lead client retention, revenue growth, and profitability initiatives while managing a complex book of business and identifying opportunities for expansion
Develop and execute long-term employee benefits strategies that align with client business objectives and position Alera Group as a trusted partner
Lead renewal strategy discussions, carrier negotiations, and market evaluations while delivering clear recommendations to executive audiences
Oversee all aspects of client service delivery and partner with internal teams to ensure seamless execution of client objectives and initiatives
Coordinate benefit plan design, funding strategy evaluations, RFP processes, implementations, and vendor management activities
Provide leadership, mentorship, and direction to account management and service teams while fostering a collaborative client-focused environment
Stay informed on industry trends, compliance requirements, market developments, and emerging solutions to support client success and business growth

QUALIFICATIONS

Required Qualifications

Strong knowledge of employee benefits plan design and funding strategies
Experience managing large, complex employee benefits clients
Proven ability to drive client retention, revenue growth, and profitability
Executive-level communication, presentation, and relationship management skills
Ability to interpret contracts, plan documents, and insurance agreements
Strong analytical, problem-solving, and strategic planning capabilities
Ability to work independently and collaboratively across cross-functional teams
Excellent organization, time management, and project management skills
Proficiency with Microsoft Office applications

Licensure

Active Life and Health Insurance License required

Preferred Qualifications

Bachelor's degree in Business or a related field
Experience supporting self-funded and large employer benefit programs
Knowledge of ACA, COBRA, HIPAA, and other employee benefits compliance requirements
Experience negotiating with carriers and vendors
Demonstrated success leading executive-level client meetings and presentations
Experience mentoring and developing client service professionals

ADDITIONAL INFORMATION

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

Scottsdale, Chandler, Flagstaff

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.

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

Alera Group

Employee Benefits Client Executive

About the Job

Requirements

Responsibilities

Desired Qualifications