3 months ago
Business Development Associate & Marketing Coordinator
Alera Group
New Richmond, WI (Hybrid)Full time
Marketing jobs
2 marketing jobs
All marketing roles in the US
Get alerts for this search
All marketing roles in the US
Get alerts for this search
Business Development Associate & Marketing Coordinator
New Richmond, WI (Hybrid)
Salary Not AvailableMid LevelFull time
Posted 3 months ago
Top 1% of applicants do these two things.
The other 99% submit and hope. You're about to do something different.
Job Summary
Own client development and field engagement to source, qualify, and advance opportunities through advisory support, market presence, and event‑driven growth.
- Client Experience & Advisory Support: Build trusted relationships with prospective clients and community partners to uncover organizational needs.
- Operational & Compliance Excellence: Maintain accurate prospect data and ensure outreach aligns with policies and confidentiality.
- Growth & Retention: Cultivate new prospects, maintain a disciplined pipeline, and represent the firm at events to drive market opportunities.
Job Description
Own client development and field engagement to source, qualify, and advance opportunities through advisory support, market presence, and event‑driven growth.
- Client Experience & Advisory Support: Build trusted relationships with prospective clients and community partners to uncover organizational needs.
- Operational & Compliance Excellence: Maintain accurate prospect data and ensure outreach aligns with policies and confidentiality.
- Growth & Retention: Cultivate new prospects, maintain a disciplined pipeline, and represent the firm at events to drive market opportunities.
Alera Group
Alera Group is a growing leader, reimagining the complex risk management, insurance and financial services delivery experience through intentional collaboration connecting clients to holistic solutions that protect and grow all they value most.Working collaboratively across specialties and across the country, Alera Group’s team of more than 4,400 colleagues offer unique solutions, personalized services and proactive insights to help ensure each client’s business and personal success.By harnessing the power of purposeful collaboration, our colleagues deliver clear, holistic solutions to the most complex business and personal challenges.
Traffic Signals
Monthly Visitors
45.9K
Monthly Google Ads Budget
$1.4M
Traffic Source Mix
Search
25.4%
Direct
62.7%
Referral
6.5%
Social
4.5%
Paid
0.8%
Headcount Trend
Current headcount: ~2.6K
Marketing Team
Marketing Team Size
69 (3% of company)
Funding
Total Funding
$1.1B
Last Raise
$1B
Debt Financing, 11 months ago
Funding History
- May 2025Debt Financing • $1B
- Apr 2023Private Equity • $100M
- Jan 2017Private Equity