Role Description
We’re looking for an experienced Benefit Consultant who thrives in a client‑facing, consultative role and is passionate about helping employers deliver meaningful, compliant, and competitive employee benefit programs. In this role, you’ll serve as a trusted advisor to clients, owning the relationship from onboarding through renewal, while partnering closely with internal teams, carriers, and vendors to ensure a best‑in‑class client experience. Success in this role is measured by strong client relationships, proactive strategy, operational excellence, and retention.
Responsibilities
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Client Relationship & Strategy
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Serve as the primary strategic advisor to assigned clients, building trusted relationships with key decision‑makers.
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Lead onboarding and ongoing support for new and existing clients, ensuring a seamless experience.
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Conduct regular client meetings including post‑open enrollment, compliance reviews, and pre‑renewal strategy sessions.
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Educate clients on industry trends, legislative updates, and compliance requirements.
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Provide proactive, high‑touch support through meetings, calls, and email.
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Escalate any issues involving PHI or PII immediately and appropriately.
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Renewals & Market Strategy
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Develop and execute renewal and marketing strategies in partnership with Producers.
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Lead renewal analysis, carrier negotiations, and proposal development.
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Prepare and deliver client‑ready recommendations and presentations.
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Coordinate and oversee the full renewal implementation process, including enrollment and carrier setup.
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Cross‑Functional Collaboration
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Partner closely with Account Managers, Customer Support, Operations, and Producers.
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Participate in cross‑functional meetings and proactively drive issue resolution.
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Facilitate client education opportunities such as lunch‑and‑learns and health fairs.
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Assist with claims reporting and analysis for fully insured and self‑funded clients.
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Operational Excellence & Compliance
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Maintain accurate client documentation and activity tracking across internal systems.
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Ensure all regulatory filings and compliance deadlines are met (ERISA, HIPAA, COBRA, FMLA, SPDs, Form 5500s, etc.).
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Become proficient in each client’s benefits administration platform.
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Support special projects and contribute to the development of new ideas and services.
Qualifications
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3+ years of experience as a Benefit Consultant and/or Account Manager.
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Life & Health Insurance License.
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Experience supporting both small and large group clients.
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Strong knowledge of employee benefits, renewals, and compliance.
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Proven ability to manage multiple priorities in a client‑driven environment.
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Excellent communication, organization, and relationship‑building skills.
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A commitment to diversity, inclusion, and bias‑free client service.
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Bachelor’s degree or equivalent professional experience.
Benefits
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Salary range: $80,000 – $95,000 per year, depending on experience.
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Alera Group offers comprehensive benefits including medical, dental, vision, life and disability coverage, 401(k), generous PTO, and more.
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Remote work model.
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Access to Alera Group Academy for structured development opportunities.
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Role-specific learning paths and leadership development programs.
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Technical and compliance training, industry certifications, and continuing education support.
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Peer learning and knowledge-sharing communities.