Alera Group Announces New Leadership: Jim Blue to Assume CEO Role, Alan Levitz Named Executive Chairman

Deerfield, Ill. (Sept. 3, 2024) — Alera Group, a top national insurance and financial services firm, today announced that its president, Jim Blue, will become Chief Executive Officer, effective January 1, 2025. He will succeed Alan Levitz, who will become Alera Group’s Executive Chairman.

Blue’s extensive experience in the insurance, benefits and financial services sectors, including his previous role as CEO of Marsh & McLennan Agency New England, positions him as an ideal leader for Alera Group’s next phase of growth. As Executive Chairman, Levitz’ focus will include identifying strategic partners to help advance Alera Group’s continued success.

“As I step into the role of CEO, I’d like to recognize all that Alan has done to build Alera Group’s strong foundation,” Blue said. “As we navigate the complexities of the insurance and financial services landscape, I am excited to lead our team in delivering exceptional service and value to our clients and stakeholders while we continue to build a business that others want to invest in.”

Alera Group achieved impressive progress under Levitz’s long-time leadership, growing from $150 million in revenue to almost $1.4 billion this year. Since Blue joined Alera Group as president in 2018, that growth has accelerated, with revenue increasing by nearly 330% while the company integrated more than 125 offices and grew the unified team to more than 4,400 colleagues.

“It has been a privilege to lead and work with the talented colleagues of Alera Group. I am confident that those same colleagues will continue to thrive and accelerate the growth of the firm under Jim’s leadership.” said Levitz. “Working alongside Jim, I’ve seen his ability to engage our colleagues and communicate a strategic vision that will ensure Alera Group continues to thrive and adapt in an ever-changing market, serving clients and serving each other.”

Since its founding in 2017, Alera Group has embodied an entrepreneurial spirit, leveraging deep expertise and a collaborative culture to provide client-centric solutions while achieving substantial growth. Alera Group has experienced tremendous growth, driven by a firm belief in harnessing the power of collaboration to deliver clear holistic solutions to the most complex business and personal challenges. This leadership transition represents a natural progression, as Alera Group continues to build on its success and sets the stage for continued growth.

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About Alera Group    
Alera Group is an independent financial services firm with approximately $1.4 billion in gross revenue, offering comprehensive property and casualty insurance, employee benefits, wealth services and retirement plan solutions to clients nationwide. Working collaboratively across specialties and across the country, Alera Group’s team of more than 4,400 colleagues offer unique solutions, personalized services and proactive insights to help ensure each client’s business and personal success. For more information, visit aleragroup.com and follow us on LinkedIn.