Account Executive

OVERVIEW
Account Executive – Employee Benefits
On‑site | Bozeman, MT

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 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
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.

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 & Risk Strategy

Serve as the primary relationship owner and senior escalation point for assigned employee benefits clients

Develop and execute client service strategies, including communication plans and annual stewardship processes

Guide clients through the full benefits lifecycle, including implementation, renewal, and ongoing administration

Provide consultative guidance on plan design, funding strategies, compliance, and cost‑containment solutions

Build and maintain strong relationships with client leadership, HR teams, carriers, and vendor partners

Operational Excellence

Oversee day‑to‑day service delivery performed by account support teams, ensuring accuracy, timeliness, and quality

Review and approve marketing submissions, proposals, and client deliverables to ensure alignment with client objectives and organizational standards

Monitor compliance with applicable regulations, including ACA, ERISA, HIPAA, and COBRA

Maintain accurate client documentation and records in accordance with company policies and procedures

Respond to client, internal, and vendor inquiries in a timely and professional manner

Strategic Contribution

Lead and facilitate client meetings, including renewal presentations and annual stewardship reviews

Identify opportunities to enhance client programs, improve service delivery, and strengthen long‑term relationships

Support retention and growth initiatives by delivering consistent, high‑touch service

Provide mentorship, guidance, and workflow oversight to junior team members to support development and team effectiveness

QUALIFICATIONS
What You Bring
Required

Active State Life & Health license

Minimum of 3 years of experience in employee benefits account management or consulting

Demonstrated experience managing complex client relationships and delivering strategic service solutions

Strong knowledge of employee benefits programs, funding arrangements, and regulatory requirements

Excellent communication, presentation, and relationship‑management skills

Strong analytical, organizational, and problem‑solving capabilities

Ability to manage multiple priorities in a dynamic, client‑focused environment

Preferred

Associate’s or Bachelor’s degree in Human Resources, Business Administration, or a related field

Insurance agency or brokerage experience

Professional certifications such as CEBS, PHR, SHRM‑CP, or SHRM‑SCP

Core Competencies

Detail orientation

Accountability and follow‑through

Collaborative mindset

Client‑first thinking

Strategic problem‑solving

Professional judgment and discretion

ADDITIONAL INFORMATION
Compensation:
Salary range: $100,000 – $150,000 per year

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 In‑Office

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
This position may require:

State Life & Health License

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
In‑Office

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