Note: The job is a remote job and is open to candidates in USA. Alera Group is an independent insurance and financial services firm serving clients across several insurance and financial services domains. The Assistant Account Manager supports agency staff and office operations by providing administrative assistance, customer service, document management, correspondence processing, and meeting and event coordination for the Property & Casualty team.

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

Skills

• 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
• Remote to CA Residents
• Occasional travel may be required to support office implementations, training, and collaboration with project teams
• 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

Benefits

• Medical, dental, and vision insurance
• Life and disability coverage
• 401(k)
• Generous paid time off
• Professional development and career growth opportunities
• Remote - This role is primarily remote.

Company Overview