GGB - Office Leader and Managing Consultant

Overview Alera Group is looking for an Office Leader & Managing Consultant to join our growing team. We are seeking a seasoned Employee Benefits consultant to serve as a trusted advisor to clients while also providing leadership within our consulting practice. This opportunity is ideal for someone who enjoys translating complex data into strategic recommendations, building long‑term client partnerships, mentoring talent, and driving business growth. Alera Group was founded in 2017 and has grown to become one of the largest privately held insurance brokerage and financial services firms in the U.S. We are passionate about helping our clients succeed across Employee Benefits, Property & Casualty Insurance, Retirement Plan Services, and Wealth Services. With a nationwide network of offices, our collaborative model allows us to offer the strength and resources of a national organization while maintaining the personalized service and local relationships our clients value. Responsibilities In this role, you’ll work closely with Producers, consultants, analysts, and internal partners to deliver thoughtful employee benefits strategies aligned with each client’s philosophy, culture, and long‑term goals. How You’ll Make an Impact Serve as the primary strategic advisor for complex client relationships, ensuring alignment with client goals and a consistently high level of service Lead strategic discussions by translating financial, claims, and market data into clear, actionable recommendations Develop multi‑year benefits strategies that thoughtfully balance cost management, compliance requirements, and employee experience Identify opportunities to expand client solutions and collaborate across Alera to deliver additional value Act as a mentor and leader within the consulting practice, helping develop and support the next generation of consultants Key Responsibilities Lead annual strategic planning and renewal discussions while partnering with internal teams to design and evolve long‑term benefits strategies Deliver and present financial analyses, including renewals, budgeting, claims trend analysis, and custom modeling to support client decision‑making Provide leadership and oversight to consultants and analysts to ensure strong execution across plan design, funding strategies, vendor negotiations, and client deliverables Serve as an escalation point for complex client or service‑related issues, navigating challenges with professionalism and confidence Stay current on industry trends, compliance updates, regulatory changes, and market conditions to proactively guide client strategy Qualifications Education Bachelor’s degree required, or equivalent combination of professional experience and education Experience 8+ years of experience managing complex Employee Benefits client relationships Proven success in client retention, strategic benefits consulting, and team leadership Deep expertise in underwriting and funding strategies, including fully insured, level‑funded, and self‑insured plans Experience advising clients on long‑term benefits strategy, financial planning, and market positioning Licensure Active Life & Health License in state of residence required Technical & Professional Skills Advanced proficiency in Microsoft Excel, with strong working knowledge of PowerPoint, Word, and Outlook Experience with BenefitPoint preferred Strong financial acumen with the ability to interpret complex data and translate it into clear, strategic recommendations Comfortable presenting financial analysis, claims trends, and benefit strategies to clients and internal stakeholders Interpersonal & Leadership Skills Excellent communication, presentation, and relationship management skills Ability to confidently navigate and de‑escalate complex or sensitive client conversations High emotional intelligence with a collaborative, mentorship‑oriented leadership style Highly organized with the ability to manage multiple priorities across the full client lifecycle Additional Information Compensation: Salary range: $140,000 – $230,000 per year, based on experience. Eligible for performance‑based bonus: Yes 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 Hybrid 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 (If Applicable) This position may require: Active 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. #J-18808-Ljbffr