OVERVIEWAssistant Account ManagerRemote to CA ResidentsAbout Alera GroupFounded in 2017, Alera Group is one of the nation's leading independent insurance and financial services firms. We combine the strength of a national organization with the personalized service and expertise of local teams to help clients succeed across Employee Benefits, Property & Casualty Insurance, Retirement Plan Services, Wealth Services, and Human Capital Solutions.
Why Join Alera Group?- Collaborate with purpose - Work alongside colleagues who believe the best results come from strong partnerships, shared expertise, and supporting one another.
- Build your career - Expand your expertise through meaningful work, continuous learning, and opportunities across a growing national organization.
- Make an impact - Help businesses protect what matters most while delivering solutions that support their long-term success.
The OpportunityAt 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
QUALIFICATIONSRequired 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
BenefitsEligible colleagues enjoy a comprehensive benefits package including:
- Medical, dental, and vision insurance
- Life and disability coverage
- 401(k)
- Generous paid time off
- Professional development and career growth opportunities
ADDITIONAL INFORMATIONWork ArrangementThis position is
Remote to CA Residents- Remote: This role is primarily remote.
Travel Requirements: Occasional travel may be required to support office implementations, training, and collaboration with project teams.
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 o