[Hiring] Marketing & Placement Assistant @Alera Group

Role Description

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.

Responsibilities

• Heavy use of the agency management system and other technology platforms is required to gather, maintain, and document client information.
• Utilize third-party platforms for loss run retrieval, online quoting, MVRs, and other account-related activities.
• Complete applications, obtain loss runs and attachments, follow up on quotes and subjectivities, review quotes, prepare proposals, document negotiations, process billing, and transfer 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

• 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.

Benefits

• 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 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.

• Role-specific learning paths.
• Leadership development programs.
• Technical and compliance training.
• Industry certifications and continuing education support.
• Peer learning and knowledge-sharing communities.

Equal Opportunity Employer

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.

Privacy Policy

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