Sales Support Coordinator

OVERVIEW Alera Group is looking for a Sales Support Coordinator. 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 15th 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 As Sales Support Coordinator, you will be responsible for providing a wide range of support activities to a Growth Leader (GL), High-Performing Producer / Team (HPT) (as defined by regional leadership) and Commercial Lines Service Manager (CLM) so the sales team has more time to connect with prospects and clients. In this agency management & sales support role, you will positively impact sales efforts by providing presentation and collateral support, end-to-end RFP / proposal / deal management support scheduling and function support in direct collaboration with the GL or HPT to which you are assigned. Provide presentation support. Create and manage sell sheets and marketing collateral. Prepare stewardship reports and support stewardship meetings. Assist with campaign support as needed. Manage and coordinate project timelines. Assist with analytical tasks and information gathering. Schedule and coordinate services. Prioritize and execute follow-up tasks. Support the Commercial Lines Manager as needed. QUALIFICATIONS Bachelor’s degree in a business-related field preferred. 1-2 years of related experience working in the insurance or financial services industry preferred. Experience collaborating across channels with integrated sales and marketing efforts. Strong understanding of Microsoft Office Suite; interest in emerging platforms and technologies is a plus. Property & Casualty license preferred. Strong knowledge of sales principles, business operations, and strategic planning. Proficient in MS Office Suite. ADDITIONAL INFORMATION This job is expected to be performed on-site in the office. 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. #LI-AM2 #LI-OnsiteBachelor’s degree in a business-related field preferred. 1-2 years of related experience working in the insurance or financial services industry preferred. Experience collaborating across channels with integrated sales and marketing efforts. Strong understanding of Microsoft Office Suite; interest in emerging platforms and technologies is a plus. Property & Casualty license preferred. Strong knowledge of sales principles, business operations, and strategic planning. Proficient in MS Office Suite. As Sales Support Coordinator, you will be responsible for providing a wide range of support activities to a Growth Leader (GL), High-Performing Producer / Team (HPT) (as defined by regional leadership) and Commercial Lines Service Manager (CLM) so the sales team has more time to connect with prospects and clients. In this agency management & sales support role, you will positively impact sales efforts by providing presentation and collateral support, end-to-end RFP / proposal / deal management support scheduling and function support in direct collaboration with the GL or HPT to which you are assigned. Provide presentation support. Create and manage sell sheets and marketing collateral. Prepare stewardship reports and support stewardship meetings. Assist with campaign support as needed. Manage and coordinate project timelines. Assist with analytical tasks and information gathering. Schedule and coordinate services. Prioritize and execute follow-up tasks. Support the Commercial Lines Manager as needed.