Producer, Personal Insurance

OVERVIEW

Alera Group is looking for a Producer, Personal Insurance. We are seeking highly motivated colleagues who bring experience and enthusiasm to our team – joining us may be the perfect fit for you!

Alera Group was founded in 2017 and has grown to become the 14th largest broker of US business. We are passionate about our clients’ success in the areas of Employee Benefits, Property and Casualty Insurance, Retirement Plan Services, and Wealth Services. With a network of offices nationwide, our commitment to collaboration allows us to offer national resources combined with local service.

RESPONSIBILITIES

• Manage lead lists, conduct client meetings, and create tailored insurance proposals to secure new business and meet / exceed annual sales goals

Properly onboard clients by introducing service resources and account management teams, while maintaining strong, trust-based relationships through ongoing communication and social engagement

Oversee multiple projects simultaneously, including scheduling appointments, managing task lists, and completing required pipeline and production reports on time

Actively engage in mentor / mentee relationships with senior producers, contribute in sales meetings, and promote team-selling and knowledge sharing

Effectively communicate organizational capabilities to prospects and clients, promoting cross-selling opportunities and supporting broader company initiatives and objectives

Drive an inclusive, accountable, and motivating sales culture; create a positive work environment that fosters trust, creativity, and cohesive teamwork; and lead by example to strengthen company culture

Adhere to insurance standards, follow proper procedures, protect confidential information, and uphold the highest ethical standards in all client and team interactions

Actively support local community initiatives, contribute to company-wide programs and policies, and perform additional duties and projects as needed

QUALIFICATIONS

ADDITIONAL INFORMATION

This job requires presence in the office on a hybrid schedule as agreed with the manager.

Alera Group offers comprehensive benefits to our colleagues, including medical, dental, life and disability insurance, 401k, generous paid time off and much more.

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.

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Location Type

Hybrid

Properly onboard clients by introducing service resources and account management teams, while maintaining strong, trust-based relationships through ongoing communication and social engagement

Oversee multiple projects simultaneously, including scheduling appointments, managing task lists, and completing required pipeline and production reports on time

Actively engage in mentor / mentee relationships with senior producers, contribute in sales meetings, and promote team-selling and knowledge sharing

Effectively communicate organizational capabilities to prospects and clients, promoting cross-selling opportunities and supporting broader company initiatives and objectives

Drive an inclusive, accountable, and motivating sales culture; create a positive work environment that fosters trust, creativity, and cohesive teamwork; and lead by example to strengthen company culture

Adhere to insurance standards, follow proper procedures, protect confidential information, and uphold the highest ethical standards in all client and team interactions

Actively support local community initiatives, contribute to company-wide programs and policies, and perform additional duties and projects as needed