Senior Benefit Consultant
Alera Group, Inc., Berwyn, PA, United States
Senior Benefit Consultant Employee Benefits
At Alera Group, our Employee Benefits team delivers strategic consulting, financial analysis, and long-term planning to help clients build competitive, sustainable benefit programs. We're seeking a Senior Benefit Consultant to independently lead complex client relationships, provide expert strategic guidance, and drive multiyear benefit planning aligned with organizational goals. 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. 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
What You'll Do / Your Impact
Client Partnership & Risk Strategy
Support clients with benefit strategy, renewals, financial stewardship, and program performance Lead key client discussions, including C-suite engagements, independently Manage and deliver multiyear benefit strategies aligned with client goals and market trends Build and maintain senior-level client relationships and identify strategic growth opportunities Serve as the primary strategic advisor for health and welfare programs Operational Excellence
Maintain accurate client documentation and deliverables, including presentations, timelines, and service plans Ensure compliance, accuracy, and audit-readiness across financial models, communications, and benefit materials Lead vendor and carrier management, including RFPs, renewals, negotiations, and implementation oversight Support reporting, benchmarking, claims analysis, and ongoing operational requirements Manage multiple complex engagements in a fast-paced environment with high accountability Strategic Contribution
Prepare and deliver advanced financial analysis, forecasting, contribution modeling, and market evaluations Provide strategic insights based on market trends, emerging solutions, and client-specific needs Collaborate with internal teams and subject-matter experts to ensure high-quality execution and client outcomes Mentor and guide internal team members; contribute to continuous improvement and firm-wide initiatives Document key decisions, ensure clarity across stakeholders, and maintain governance standards What You Bring
Required
Active Life and Health insurance license Bachelor's degree or equivalent experience Advanced proficiency with Microsoft Excel, PowerPoint, Word, and Outlook Exceptional written, verbal, and executive-level presentation skills Strong project management, organizational ability, and prioritization skills High attention to detail and accountability for accuracy and quality Core Competencies
Strategic thinking Financial and analytical expertise Executive communication Relationship management Detail orientation Accountability and follow-through Collaborative leadership Compensation
Salary range: $130,000 $185,000 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 Licensure 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. Location Type: Hybrid - 2 or less days in office
At Alera Group, our Employee Benefits team delivers strategic consulting, financial analysis, and long-term planning to help clients build competitive, sustainable benefit programs. We're seeking a Senior Benefit Consultant to independently lead complex client relationships, provide expert strategic guidance, and drive multiyear benefit planning aligned with organizational goals. 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. 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
What You'll Do / Your Impact
Client Partnership & Risk Strategy
Support clients with benefit strategy, renewals, financial stewardship, and program performance Lead key client discussions, including C-suite engagements, independently Manage and deliver multiyear benefit strategies aligned with client goals and market trends Build and maintain senior-level client relationships and identify strategic growth opportunities Serve as the primary strategic advisor for health and welfare programs Operational Excellence
Maintain accurate client documentation and deliverables, including presentations, timelines, and service plans Ensure compliance, accuracy, and audit-readiness across financial models, communications, and benefit materials Lead vendor and carrier management, including RFPs, renewals, negotiations, and implementation oversight Support reporting, benchmarking, claims analysis, and ongoing operational requirements Manage multiple complex engagements in a fast-paced environment with high accountability Strategic Contribution
Prepare and deliver advanced financial analysis, forecasting, contribution modeling, and market evaluations Provide strategic insights based on market trends, emerging solutions, and client-specific needs Collaborate with internal teams and subject-matter experts to ensure high-quality execution and client outcomes Mentor and guide internal team members; contribute to continuous improvement and firm-wide initiatives Document key decisions, ensure clarity across stakeholders, and maintain governance standards What You Bring
Required
Active Life and Health insurance license Bachelor's degree or equivalent experience Advanced proficiency with Microsoft Excel, PowerPoint, Word, and Outlook Exceptional written, verbal, and executive-level presentation skills Strong project management, organizational ability, and prioritization skills High attention to detail and accountability for accuracy and quality Core Competencies
Strategic thinking Financial and analytical expertise Executive communication Relationship management Detail orientation Accountability and follow-through Collaborative leadership Compensation
Salary range: $130,000 $185,000 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 Licensure 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. Location Type: Hybrid - 2 or less days in office