[Hiring] Marketing & Placement Associate @Alera Group

Role Description

The Marketing and Placement Associate'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.
• Utilizes third-party platforms for loss run retrieval, online quoting, MVRs, and other account-related activities.
• Completes applications, obtains loss runs and attachments, follows up on quotes and subjectivities, reviews quotes, prepares proposals, documents negotiations, processes billing, and transfers 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) plan.
• Generous PTO.

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.