Employee Benefits Consultant

Alera Group is an independent, national insurance and financial services firm created in 2017 through a merger of 24 like-minded, high-performing, entrepreneurial companies. Our network of local firms is powered by a unique model of collaboration. Built on a belief that we are stronger together, we tap into our national community of problem solvers to deliver local, optimized benefits solutions to help grow and protect our clients’ business. The Norwalk, CT office is currently seeking a Consultant to support the Employee Benefits team

• Serve as Team lead, overseeing all aspects of client service model with support of Account Manager and Analyst
• Provide expertise in strategic planning and consultative advice to clients, including the production, analysis, and recommendations for changes to coverage plans
• Manage execution of client lifecycle, providing proactive planning and ensuring all tasks/deliverables are completed on time
• Prepare client presentations with Account Manager and Analyst support
• Respond to escalated client inquiries – serve as the main point of contact for C-Suite
• Ensure client adherence with Compliance requirements/deadlines
• Manage timely preparation with team to support client in meeting deadlines
• Present Compliance findings/recommendations to client
• Negotiate renewal/marketing results with carriers
• Develop financial modeling and recommendations
• Coordinate with additional team members and introduce cross sell opportunities to align with strategic plan (Wellness, VB, Vital Incite, Pharmacy Solutions, Captive, etc.)
• Serve as mentor to support the development of Analysts and Account Managers
• Perform quality review on work completed by other team members
• Remain current on industry trends and information, new product development, legislation, coverages and technology
• Remain up to date with current market conditions and status of competition

• Bachelor’s degree in Business or relevant work experience
• 3 - 5 years of professional experience in the following areas:
• Strong technical knowledge of employee benefits and policies, and the ability to understand the needs and requirements of the clients, from a strategic and tactical view
• Working autonomously, leading a book of business with accounts >100 lives, and applying judgement to situations
• Design/management of health and welfare plans gained in a consulting or brokerage environment
• Advanced skills in Microsoft Office products, especially Word, PowerPoint and Excel
• State Life and Health license required within 90 days of joining

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.

If you're a California resident, please read the California Consumer Privacy Act prior to applying.