Account Executive

Summary

Alera Group is an independent insurance and financial services firm providing employee benefits and related business solutions. The Account Executive will build client and broker relationships, achieve sales goals, advise clients on insurance products, manage applications and renewals, and support business development initiatives.

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

Skills

• 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
• Remote-CA residents only
• 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

Qualifications

Must Haves

• 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
• Remote-CA residents only

Nice to Haves

• 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

Benefits

• Medical, dental, and vision insurance
• Life and disability coverage
• 401(k)
• Generous paid time off
• Professional development and career growth opportunities
• Remote-CA residents only; this role is primarily remote