Assistant Account Manager

Overview
Assistant Account Manager
Remote to CA Residents
About Alera Group
Founded 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 Opportunity
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
Required 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
Eligible 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 Information
Work Arrangement
This 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 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.
Location Type
Remote

Work arrangement
Yes