Marketing & Placement Assistant

OVERVIEW

Alera Group is hiring a Marketing & Placement Assistant! The Marketing and Placement Assistant's primary responsibility is to assist in the details of marketing a piece of new business or challenging renewal. Builds and maintains strong relationships with Producers, Account Executives, potential clients, carriers and wholesaler underwriters.

About Alera Group
Alera Group was founded in 2017 and has grown to become the 12th largest broker of U.S. business. We are passionate about our clients' success in the areas of Employee Benefits, Property and Casualty Insurance, and Financial Services. With a network of offices nationwide, our commitment to collaboration allows us to offer national resources combined with local service.

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

Responsibilities
Heavy use of the agency management system and other technology platforms is required to gather, maintain, and document client information. This role will also utilize third-party platforms for loss run retrieval, online quoting, MVRs, and other account-related activities. Responsibilities include completing applications, obtaining loss runs and attachments, following up on quotes and subjectivities, reviewing quotes, preparing proposals, documenting negotiations, processing billing, and transferring accounts to the Account Executive once bound. Significant proposal work in Excel and Word is required. Strong attention to detail is essential.

Essential Functions

• Gathers information from multiple sources and compiles it into a complete submission for the Placement Specialist.
• Completes applications, obtains loss runs and supporting attachments, follows up on quotes and subjectivities, reviews quotes, and documents files according to company guidelines.
• Rates accounts using carrier online systems and quoting platforms.
• Assists with placing smaller, less complex new business opportunities.
• Creates customized proposals based on producer and account needs, including premium and coverage comparisons and highlights of newly added coverages.
• Updates the agency management system once an account is written to accurately reflect bound coverages across all lines of business.
• Processes billing for agency-billed accounts, including full-pay and installment options.

QUALIFICATIONS

What You BringRequired

• 2 to 4 years of commercial insurance marketing, placement, or related Property & Casualty experience
• Active Property & Casualty license in resident state
• Experience working with agency management systems and insurance carrier platforms
• Experience preparing applications, gathering underwriting information, and supporting carrier marketing activities
• Strong proficiency in Microsoft Excel and Microsoft Word
• Excellent organizational skills and attention to detail
• Strong communication and relationship-building abilities
• Ability to manage multiple priorities in a fast-paced environment
• Customer-focused mindset and commitment to service excellence

Preferred

• Bachelor's degree in a related field or an equivalent combination of education and experience
• Professional designation such as CISR, ACSR, or a similar insurance credential
• Experience with online carrier rating systems and third-party insurance technology platforms
• Experience supporting commercial insurance new business and renewal placement activities
• Demonstrated analytical and problem-solving capabilities

Core Competencies

• Detail orientation
• Accountability and follow-through
• Collaborative mindset
• Client-first thinking
• Communication proficiency
• Organizational excellence
• Flexibility and adaptability
• Technical aptitude
• Relationship building
• Time management and prioritization

ADDITIONAL INFORMATION

Compensation:
Salary range: $80,000 - $85,000 per year

Benefits:
Alera Group offers comprehensive benefits including medical, dental, vision, life and disability coverag