Office Leader and Managing Consultant

Alera Group is looking for a seasoned benefits consultant to serve as a trusted advisor to our clients and a leader within our consulting practice. This role is ideal for someone who enjoys translating complex data into clear strategy, building long-term client partnerships, and developing the next generation of consultants.

Alera Group was founded in 2017 and has grown to become the 14th largest broker of US business. We are passionate about our clients’ success in the areas of Employee Benefits, Property and Casualty Insurance, Retirement Plan Services, and Wealth Services. With a network of offices nationwide, our commitment to collaboration allows us to offer national resources combined with local service.

In this role, you’ll work closely with Producers, consultants, analysts, and internal partners to deliver thoughtful benefit strategies that align with each client’s philosophy, culture, and long-term goals.

How You’ll Make an Impact

• Act as the primary advisor for complex client relationships, ensuring alignment with client goals and a high level of satisfaction

• Lead strategic discussions by interpreting financial and market data into actionable insights and recommendations

• Develop multi-year benefit strategies that balance cost, compliance, and employee experience

• Identify opportunities to expand client solutions and partner across Alera to deliver added value

Key Responsibilities

• Lead annual strategic reviews and collaborate with internal teams to design and evolve long-term benefit strategies

• Deliver and explain financial analyses including renewals, budgets, and claims trends; build custom models to support client decision-making

• Mentor and oversee consultants and analysts, ensuring strong execution across plan design, funding strategies, and vendor negotiations

• Serve as an escalation resource for complex client or service issues, resolving challenges with confidence and care

• Stay current on industry trends, regulatory changes, and market conditions to proactively guide clients

Education

• Bachelor’s degree or equivalent professional experience

Experience

• 8+ years of experience managing complex employee benefit accounts

• Proven success in client retention, strategic consulting, and leadership

• Strong expertise in underwriting and plan funding strategies (fully insured, level funded, self-insured)

Licensure

• Active Life & Health License in state of residence

Technical & Professional Skills

• Advanced Excel skills with strong proficiency in PowerPoint, Word, and Outlook

• Experience with BenefitPoint preferred

• Strong financial acumen with the ability to tell a clear, compelling story through data

Interpersonal & Leadership Skills

• Excellent communication and presentation skills with the ability to navigate and diffuse complex conversations

• High emotional intelligence and a collaborative leadership style

• Highly organized with the ability to manage multiple priorities across the full client lifecycle

This job requires presence in the office on a hybrid schedule as agreed with the manager.

Alera Group offers comprehensive benefits to our colleagues, including medical, dental, life and disability insurance, 401k, generous paid time off and much more.

Where required (including remote): Salary range is $140K to $230K per year.

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.

#LI-DP1

#LI-Hybrid