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Broker Account Executive Jobs (NOW HIRING)

Associate Account Executive

Burbank, CA · On-site +1

$75K - $85K/yr

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 ...

The Account Executive will serve as the liaison between brokers, employer clients and cross-functional internal teams in our fast-growing Chubb Workplace Solutions sales (WSO) channel. This position ...

The Account Executive will serve as the liaison between brokers, employer clients and cross-functional internal teams in our fast-growing Chubb Workplace Solutions sales (WSO) channel. This position ...

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Broker Account Executive information

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$30K

$79.2K

$143K

How much do broker account executive jobs pay per year?

As of Aug 10, 2026, the average yearly pay for broker account executive in the United States is $79,235.00, according to ZipRecruiter salary data. Most workers in this role earn between $54,000.00 and $95,000.00 per year, depending on experience, location, and employer.

Is being a broker account executive a high paying job?

Broker account executives often earn competitive salaries that include base pay and commissions, with total compensation varying based on experience, performance, and the industry they serve. Successful professionals in this role can achieve high earnings, especially with strong client relationships and sales skills. However, income levels can differ significantly depending on the company and geographic location.

How does a broker account executive typically collaborate with internal teams and external partners to achieve sales goals?

A Broker Account Executive works closely with both internal teams—such as underwriters, marketing, and customer support—and external partners like brokers and clients. They regularly coordinate with internal stakeholders to ensure product offerings align with market needs and to resolve any issues that arise during the sales process. Externally, they build strong relationships with broker partners, provide training or product updates, and support them in closing deals. Effective communication and teamwork are essential, as the role often requires managing multiple accounts and facilitating smooth interactions to meet or exceed sales targets.

What is the difference between Broker Account Executive vs Insurance Agent?

AspectBroker Account ExecutiveInsurance Agent
CredentialsLicenses required vary by state, often including a general insurance licenseState-specific insurance license
Work EnvironmentTypically works in brokerage firms, interacting with multiple insurance carriersUsually employed by a single insurance company or agency
Employer & IndustryInsurance brokerages, financial servicesInsurance companies, agencies

Both roles require licensing and involve selling insurance products. A Broker Account Executive often works with multiple carriers to find clients the best coverage, while an Insurance Agent typically sells policies from a single insurer. The choice depends on whether you prefer representing multiple options or focusing on one company's offerings.

Is a broker account executive a stressful job?

A broker account executive often faces stress due to targets, client demands, and market fluctuations. The role requires strong communication skills, attention to detail, and the ability to manage multiple accounts under pressure. Work hours can be long, especially during busy periods or deadlines.

What are the key skills and qualifications needed to thrive as a broker account executive?

To thrive as a Broker Account Executive, you need a solid understanding of financial products, sales acumen, and a relevant degree in finance, business, or a related field. Familiarity with Customer Relationship Management (CRM) software, financial analysis tools, and, in some cases, FINRA or state licensing is typically required. Strong interpersonal skills, negotiation abilities, and effective communication set top performers apart in this role. These skills are crucial for building and maintaining client relationships, driving sales growth, and ensuring compliance in a competitive financial marketplace.

What is a broker account executive?

A Broker Account Executive is a professional who manages relationships between a company, typically in the financial or insurance sector, and its network of brokers. Their primary role is to support brokers by providing product information, assisting with sales strategies, and ensuring a smooth process for clients. They often serve as the main point of contact for brokers, helping them resolve issues, answer questions, and achieve sales targets. Broker Account Executives also analyze market trends and feedback to improve services and products offered.
What cities are hiring for Broker Account Executive jobs? Cities with the most Broker Account Executive job openings:
What are the most commonly searched types of Broker Account jobs? The most popular types of Broker Account jobs are:
What states have the most Broker Account Executive jobs? States with the most job openings for Broker Account Executive jobs include:

Associate Account Executive

Alera Group

Burbank, CA • On-site, Remote

$75K - $85K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 16 days ago


Alera Group rating

8.0

Company rating: 8.0 out of 10

Based on 30 frontline employees who took The Breakroom Quiz

163rd of 304 rated insurance


Job description

OVERVIEW
Employee Benefits - Associate Account Executive

Remote | Preference for PST time zones 

At Alera Group, our Employee Benefits teams help organizations attract, retain, and engage their workforce through creative, compliant, and competitive benefits strategies. We’re seeking an Employee Benefits Associate Account Executive who will make a meaningful impact by delivering proactive client service, thoughtful benefits strategy, and a high-touch experience for both clients and employees.

About Alera Group
Founded in 2017, Alera Group has grown to become the 14th largest broker of U.S. business. We are passionate about our clients’ success in Employee Benefits, Property & Casualty Insurance, Retirement Plan Services, and Wealth Services. With offices nationwide, our collaborative approach allows us to deliver national strength with local service.

This role supports clients by ensuring benefits programs are administered accurately, aligned with strategic objectives, and compliant with all regulatory requirements. You’ll partner with internal teams and client contacts to deliver seamless execution, creative solutions, and a superior client experience.

Why Alera Group
  • Meaningful Impact: Help clients and employees navigate benefits programs that drive retention, engagement, and satisfaction

  • Growth & Learning: Opportunities to deepen your expertise and gain exposure to a variety of clients and industries

  • Collaborative Culture: Work in a team-oriented environment that values accountability, partnership, and the principles of The Collaborative Way


RESPONSIBILITIES
What You’ll Do / Your ImpactClient & Broker Partnership
  • 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
Operational Excellence
  • 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
Strategic Contribution
  • 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

QUALIFICATIONS
What You BringRequired
  • 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
Preferred
  • 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
Core Competencies
  • Detail orientation and follow-through
  • Accountability and reliability
  • Collaborative, service-minded approach
  • Strong problem-solving skills
  • Client- and broker-first mindset

ADDITIONAL INFORMATION

Compensation:
Salary range: $75,000 – $85,000 per year
Eligible for performance-based bonus

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 with a remote option (PST time-zone)

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
  • Active CA 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.

#LI-SE1

#LI-Remote

#LI-Hybrid


Location Type
RemoteQualifications:
What You BringRequired
  • 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
Preferred
  • 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
Core Competencies
  • Detail orientation and follow-through
  • Accountability and reliability
  • Collaborative, service-minded approach
  • Strong problem-solving skills
  • Client- and broker-first mindset
Education:UNAVAILABLEEmployment Type: FULL_TIME

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