Business Development Associate & Marketing Coordinator

Alera Group•New Richmond, WI

2d•Hybrid

About The Position

At Alera Group, our Employee Benefits teams help organizations attract, retain, and engage their workforce through creative, compliant, and competitive benefits strategies. We’re seeking a Business Development Associate & Marketing Coordinator who will make a meaningful impact by delivering proactive client service, thoughtful benefits strategy, and a high-touch experience for both clients and employees. This role functions in production, sales enablement, and market development capacity and is responsible for sourcing, cultivating, and securing new prospects for the organization. This role is expected to be consistently visible and engage in the marketplace - building brand awareness, representing the firm in professional and community settings, and creating meaningful visibility for our services and expertise.

Requirements

Bachelor’s degree preferred
Ability to obtain Life & Health insurance license within 90 days of hire
Experience in B2B sales, business development, or relationship‑driven roles
Strong communication skills with the ability to engage executives and decision‑makers
High business acumen, adaptability, and comfort working in a growth‑focused environment
Strategic thinking and market awareness
Relationship building and influence
Sales and business development acumen
Clear communication and presentation skills
Collaboration and informal leadership
Professionalism and community engagement
Personal accountability and follow‑through

Nice To Haves

Experience selling or presenting to leadership across multiple functions
Familiarity with employee benefits or professional services environments
Comfort representing an organization at events and in community settings
Active State Life & Health License OR Ability to obtain required licensure within 3 months of hire
Ongoing continuing education to maintain active status

Responsibilities

Build trusted relationships with prospective clients, business leaders, and community partners
Apply consultative discovery techniques to understand organizational needs, challenges, and decision‑making structures
Support Consultants by sourcing qualified prospects and ensuring a strong, consistent pipeline
Maintain accurate documentation of prospect activity, pipeline status, and market insights
Ensure all prospecting, outreach, and event activities align with organizational policies and professional standards
Uphold confidentiality, ethical behavior, and brand professionalism in all interactions
Identify, cultivate, and qualify new prospects through referrals, targeted outreach, digital engagement, networking, and events
Maintain a disciplined new‑business pipeline that supports quarterly and annual sales objectives
Represent Alera Group at industry events, community gatherings, chamber activities, and professional networking functions
Support planning and execution of local thought‑leadership events, client seminars, and market activations
Partner with Marketing to ensure events align with brand standards, messaging, and strategic goals
Capture and share market feedback, attendee insights, and follow‑up opportunities to support continuous improvement
Stay informed on employee benefits products, regulatory updates, underwriting trends, and market shifts to support meaningful prospect conversations