Note: The job is a remote job and is open to candidates in USA. Alera Group, Inc. is a leading U.S. business broker specializing in Employee Benefits, Property & Casualty Insurance, Retirement Plan Services, and Wealth Services. The Associate Account Executive role focuses on supporting clients by ensuring accurate administration of benefits programs, delivering proactive client service, and collaborating with internal teams and brokers to provide a superior client experience. This position involves managing new business activities, processing submissions, and maintaining strong broker relationships while working remotely with a preference for PST/MST time zones.
Responsibilities
- Support Account Executives with pre-sale and post-sale activities for new business
- Provide a high-quality customer experience through timely, accurate, and professional communication
- Act as a liaison between brokers, Account Executives, internal teams, and carrier underwriting departments
- Respond promptly to internal and external new business opportunities and requests
- Review, qualify, and process incoming new case submissions
- Organize and review employee applications and employer documentation for eligibility review
- Create and maintain tracking logs and group folders to ensure accurate documentation and visibility
- Verify broker appointments with carriers and coordinate certification requirements
- Prepare and distribute employer applications and required forms for sold new group opportunities
- Submit benefit modifications following initial enrollment
- Complete COBRA and POP submission processes
- Manage Broker of Record and Account Management requests, ensuring accurate documentation and proper execution
- Coordinate RFP requests for large group and ancillary opportunities, identifying missing information and supporting submissions
- Oversee submissions of large group cases to carriers
- Build expertise in products, systems, and underwriting to effectively support broker and client needs
- Strengthen broker relationships through consistency, accuracy, and proactive support
Skills
- Experience supporting employee benefits new business, underwriting, or account services
- Strong organizational skills with the ability to manage multiple priorities
- Excellent written and verbal communication skills
- High attention to detail and accuracy
- Proficiency in Microsoft Office and comfort working within shared systems and document repositories
- Active CA Life & Health License
- Ongoing continuing education to maintain active status
- Experience working in an employee benefits brokerage or carrier environment
- Familiarity with SharePoint, document management, and electronic signature platforms
- Understanding of group benefits underwriting and submission processes
Benefits
- Eligible for performance-based bonus
- Alera Group offers comprehensive benefits including medical, dental, vision, life and disability coverage, 401(k), generous PTO, and more.
- This role is hybrid with a remote option (PST time-zone)
- Role-specific learning paths
- Leadership development programs
- Technical and compliance training
- Industry certifications and continuing education support
- Peer learning and knowledge-sharing communities
Company Overview