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 Bring Required 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 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. You’ll have access to: Role-specific learning paths Leadership development programs Technical and compliance training Industry certifications and continuing education support Peer learning and knowledge-sharing communities Whether 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 Type Remote 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. What You Bring Required 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