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 GroupAlera 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 GroupMeaningful Impact: Help clients and employees navigate benefits programs that drive retention, engagement, and satisfactionGrowth & Learning: Opportunities to deepen your expertise and gain exposure to a variety of clients and industriesCollaborative Culture: Work in a team-oriented environment that values accountability, partnership, and the principles of The Collaborative Way RESPONSIBILITIESResponsibilitiesHeavy 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 FunctionsGathers 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. QUALIFICATIONSWhat You BringRequired2 to 4 years of commercial insurance marketing, placement, or related Property & Casualty experienceActive Property & Casualty license in resident stateExperience working with agency management systems and insurance carrier platformsExperience preparing applications, gathering underwriting information, and supporting carrier marketing activitiesStrong proficiency in Microsoft Excel and Microsoft WordExcellent organizational skills and attention to detailStrong communication and relationship-building abilitiesAbility to manage multiple priorities in a fast-paced environmentCustomer-focused mindset and commitment to service excellencePreferredBachelor's degree in a related field or an equivalent combination of education and experienceProfessional designation such as CISR, ACSR, or a similar insurance credentialExperience with online carrier rating systems and third-party insurance technology platformsExperience supporting commercial insurance new business and renewal placement activitiesDemonstrated analytical and problem-solving capabilitiesCore CompetenciesDetail orientationAccountability and follow-throughCollaborative mindsetClient-first thinkingCommunication proficiencyOrganizational excellenceFlexibility and adaptabilityTechnical aptitudeRelationship buildingTime management and prioritization  ADDITIONAL INFORMATIONCompensation:Salary range: $80,000 – $85,000 per yearBenefits:Alera Group offers comprehensive benefits including medical, dental, vision, life and disability coverage, 401(k), generous PTO, and more. Work Model:This role is Remote Professional Development – Alera Group AcademyAt 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 pathsLeadership development programsTechnical and compliance trainingIndustry certifications and continuing education supportPeer learning and knowledge-sharing communitiesWhether you’re deepening technical expertise or preparing for leadership, we’re invested in helping you grow. 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. Location TypeRemote