[Hiring] Assistant Account Manager @Alera Group

Role Description

At Alera Group, our Property & Casualty team partners with businesses to identify risks, protect assets, and deliver insurance solutions that support long-term success. As an Assistant Account Manager, you'll help build trusted client relationships, deliver exceptional service, and provide proactive guidance that helps clients confidently navigate an evolving risk landscape.

Responsibilities

• Provide administrative support to agency staff and assist with special projects as needed.
• Receive incoming telephone calls and visitors while delivering professional customer service.
• Process incoming and outgoing mail, shipments, certified mail requests, and office correspondence.
• Monitor and distribute incoming emails, faxes, and voicemails according to established procedures.
• Prepare binders, reports, presentations, and other business documents as requested.
• Scan, organize, and maintain policy documents and agency records within company systems.
• Manage office supply inventory and coordinate ordering of office and kitchen supplies.
• Assist with meeting preparation, office events, administrative procedures, and operational support activities.

Qualifications

• High school diploma or equivalent.
• Minimum 2 to 4 years of administrative experience in a professional office environment.
• Intermediate to advanced proficiency in Microsoft Office including Outlook, Word, Excel, and PowerPoint.
• Strong written and verbal communication skills with exceptional attention to grammar and detail.
• Ability to manage multiple priorities, maintain organization, and meet deadlines in a fast-paced environment.
• Professional demeanor with a strong customer service focus.
• Ability to operate standard office equipment including printers, copiers, scanners, and telephone systems.
• Strong organizational, proofreading, and document management skills.

Preferred Qualifications

• Experience working in an insurance agency, brokerage, or financial services environment.
• Familiarity with agency management systems such as Applied Epic or similar platforms.
• Experience processing insurance-related documentation and client records.
• Strong problem-solving and decision-making abilities.
• Experience coordinating office events, meetings, and administrative projects.
• Ability to work independently while collaborating effectively within a team environment.
• Experience training or assisting new team members on administrative processes.
• Demonstrated commitment to accuracy, efficiency, and continuous improvement.

Compensation

Hourly Range: $27.00 – $36.00 hourly

Benefits

• Medical, dental, and vision insurance.
• Life and disability coverage.
• 401(k).
• Generous paid time off.
• Professional development and career growth opportunities.

Work Arrangement

This position is Remote to CA Residents. This role is primarily remote. Occasional travel may be required to support office implementations, training, and collaboration with project teams.