Business Development Associate & Marketing Coordinator

OVERVIEW Business Development Associate & Marketing Coordinator – Employee Benefits Hybrid | New Richmond, WI 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. About Alera Group Alera Group was founded in 2017 and has grown to become the 14th 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. 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. 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 What You’ll Do / Your Impact Client Experience & Advisory Support 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 Operational & Compliance Excellence 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 Growth & Retention 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 QUALIFICATIONS What You Bring Required 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 Preferred 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 Core Competencies 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 ADDITIONAL INFORMATION Compensation: Salary range: $45,000 – $55,000 per year + commission 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 Hybrid 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. Licensure & Certifications This position may require: Active State Life & Health License OR Ability to obtain required licensure within 3 months of hire Ongoing continuing education to maintain active status 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. #LI-KL1 #LI-Hybrid Location Type Hybrid - 2 or less days in office What You'll Do / Your Impact Client Experience & Advisory Support 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 Operational & Compliance Excellence 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 Growth & Retention 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 What You Bring Required 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 Preferred 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 Core Competencies 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