SHZ - Client Executive
UNAVAILABLE, Greeley, CO, United States
Overview
Client Executive – Employee Benefits
Hybrid: Greeley, CO
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, and Financal 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.
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 & Service Excellence
Serve as a strategic advisor to clients by providing proactive guidance, data analytics, program analysis, and clear education on complex benefit topics
Develop and execute client stewardship programs while strengthening relationships through consistent communication, social engagement, and service excellence
Collaborate with Client Services to develop and present tailored proposals addressing client and prospect needs, including carrier and emerging product solutions
Operational & Compliance Excellence
Support and execute Alera Group initiatives, policies, and programs while working toward organizational goals and objectives
Follow insurance standards, protect confidential information, adhere to confidentiality agreements, and maintain the highest ethical standards
Build strong internal relationships across Alera Group, valuing collaboration, accountability, and teamwork to deliver consistent client outcomes
Growth & Retention
Manage and grow a designated book of business through marketing, claims support, retention efforts, and account development in partnership with service teams
Drive new revenue through cross‑selling, account rounding, referrals, and effective communication of Alera Group capabilities
Foster an inclusive, motivating retention culture by achieving individual goals, supporting community engagement, and contributing to ongoing business growth
Qualifications What You Bring
Required
Manage a book of business of $500,000+ in annual revenue
Strong verbal and written communication skills with the ability to present effectively in group and one‑on‑one settings using multiple formats (email, presentations, data visuals)
Proficient in computer systems and office equipment; able to read and understand online company manuals and insurance documentation
Obtain and maintain a Colorado Life and Health Insurance License
Preferred
Strong technical insurance knowledge with the ability to stay current on industry developments and best practices
Experience working closely with insurance carriers and leveraging them as strategic and knowledge resources
Core Competencies
Promotes and lives Alera Group values
Adapts communication style to meet audience needs and ensure understanding
Demonstrates professionalism, technical competence, and commitment to high‑quality client service
Additional Information Salary range is $150,000–$175,000 per year.
Alera Group offers comprehensive benefits to our colleagues, including medical, dental, life and disability insurance, 401k, generous paid time off and much more.
This role is Hybrid.
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 understandwhat personal information we may collect and use as part of your application process.
#J-18808-Ljbffr
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, and Financal 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.
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 & Service Excellence
Serve as a strategic advisor to clients by providing proactive guidance, data analytics, program analysis, and clear education on complex benefit topics
Develop and execute client stewardship programs while strengthening relationships through consistent communication, social engagement, and service excellence
Collaborate with Client Services to develop and present tailored proposals addressing client and prospect needs, including carrier and emerging product solutions
Operational & Compliance Excellence
Support and execute Alera Group initiatives, policies, and programs while working toward organizational goals and objectives
Follow insurance standards, protect confidential information, adhere to confidentiality agreements, and maintain the highest ethical standards
Build strong internal relationships across Alera Group, valuing collaboration, accountability, and teamwork to deliver consistent client outcomes
Growth & Retention
Manage and grow a designated book of business through marketing, claims support, retention efforts, and account development in partnership with service teams
Drive new revenue through cross‑selling, account rounding, referrals, and effective communication of Alera Group capabilities
Foster an inclusive, motivating retention culture by achieving individual goals, supporting community engagement, and contributing to ongoing business growth
Qualifications What You Bring
Required
Manage a book of business of $500,000+ in annual revenue
Strong verbal and written communication skills with the ability to present effectively in group and one‑on‑one settings using multiple formats (email, presentations, data visuals)
Proficient in computer systems and office equipment; able to read and understand online company manuals and insurance documentation
Obtain and maintain a Colorado Life and Health Insurance License
Preferred
Strong technical insurance knowledge with the ability to stay current on industry developments and best practices
Experience working closely with insurance carriers and leveraging them as strategic and knowledge resources
Core Competencies
Promotes and lives Alera Group values
Adapts communication style to meet audience needs and ensure understanding
Demonstrates professionalism, technical competence, and commitment to high‑quality client service
Additional Information Salary range is $150,000–$175,000 per year.
Alera Group offers comprehensive benefits to our colleagues, including medical, dental, life and disability insurance, 401k, generous paid time off and much more.
This role is Hybrid.
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 understandwhat personal information we may collect and use as part of your application process.
#J-18808-Ljbffr