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Alera Group

Provides employee benefits, risk, wealth management

Marketing & Placement Associate

Insurance Sales & AgencyPosted on Nov 6
Full-timeRemote in USA$80k - $85k /yrRemote

About the Job

Requirements

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

Responsibilities

  • Gather information from multiple sources and compile it into a complete submission for the Placement Specialist.
  • Complete applications, obtain loss runs and supporting attachments, follow up on quotes and subjectivities, review quotes, and document files according to company guidelines.
  • Rate accounts using carrier online systems and quoting platforms.
  • Assist with placing smaller, less complex new business opportunities.
  • Create customized proposals based on producer and account needs, including premium and coverage comparisons and highlights of newly added coverages.
  • Update the agency management system once an account is written to accurately reflect bound coverages across all lines of business.
  • Process billing for agency-billed accounts, including full-pay and installment options.
  • Use the agency management system and other technology platforms to gather, maintain, and document client information.
  • Use third-party platforms for loss run retrieval, online quoting, motor vehicle records, and other account-related activities.
  • Prepare significant proposal work in Excel and Word.
  • Build and maintain strong relationships with Producers, Account Executives, potential clients, carriers, and wholesaler underwriters.
  • Transfer accounts to the Account Executive once bound.

Desired Qualifications

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

About the Company

Alera Group

Provides employee benefits, risk, wealth management

Alera Group provides tailored employee benefits, risk management, and wealth management services to businesses, nonprofits, and individuals across the United States. It combines national-scale resources with a local office network to deliver personalized consulting, pricing, and advisory services for insurance, benefits, and retirement plans. The firm differentiates itself through its national reach paired with strong local relationships and industry-specific expertise, offering programs such as compliance consulting, workplace wellness, and reference-based pricing to control healthcare costs. Its goal is to help clients navigate complex insurance and financial landscapes, stay compliant, and achieve their benefits and wealth objectives.

Company size
1,001-5,000
Company stage
Debt Financing
Total funding
$4.3B
Headquarters
Deerfield, IL
Founded
2017

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