Marketing & Placement Assistant

Alera Group•UNAVAILABLE, UNAVAILABLE

3d•Remote

About The Position

Alera Group is hiring a Marketing & Placement Assistant to assist with the details of marketing new business and challenging renewals. The role builds and maintains relationships with Producers, Account Executives, potential clients, carriers, and wholesaler underwriters. It uses agency management systems and other technology platforms to gather, maintain, and document client information, as well as third-party platforms for loss-run retrieval, online quoting, MVRs, and other account-related activities. The position includes preparing applications and submissions, following up on quotes and subjectivities, reviewing quotes, preparing proposals, documenting negotiations, processing billing, and transferring bound accounts to the Account Executive. Significant proposal work in Excel and Word is required. Alera Group is a nationwide insurance brokerage founded in 2017. It serves clients in Employee Benefits, Property and Casualty Insurance, and Financial Services, combining national resources with local service. This position is remote and offers opportunities for professional development through Alera Group Academy, including role-specific learning paths, leadership development, technical and compliance training, industry certifications and continuing education support, and peer learning communities.

Requirements

2 to 4 years of commercial insurance marketing, placement, or related Property & Casualty experience.
Active Property & Casualty license in the 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.

Nice To Haves

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.

Responsibilities

Gather information from multiple sources and compile complete submissions for the Placement Specialist.
Complete applications and 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 after 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 agency management systems, third-party platforms, and other technology to gather, maintain, and document client information.
Document negotiations and transfer accounts to the Account Executive once bound.