Account Assistant

Alera Group • Portland, OR

7d • $20 - $25 • Hybrid

About The Position

Alera Group is looking for a Account Assistant. We are seeking highly motivated colleagues who bring experience and enthusiasm to our team – joining us may be the perfect fit for you! Alera Group was founded in 2017 and has grown to become the 14th largest broker of US business. We are passionate about our clients’ success in the areas of Employee Benefits, Property and Casualty Insurance, Retirement Plan Services, and Wealth Services. With a network of offices nationwide, our commitment to collaboration allows us to offer national resources combined with local service.

Requirements

• Strong communication skills, proficiency in MS Office, and experience with agency management systems (preferably AMS Sagitta)
• Demonstrated work ethic including timely follow-up, attention to detail, dependability, and the ability to work both independently and collaboratively
• Resident State Agent License (or ability to obtain within two exam attempts)

Nice To Haves

• college degree and 6+ months of industry experience preferred

Responsibilities

• Process service-related requests such as certificates, endorsements, cancellations, ID cards, policy binders, and support pre-renewal activities including ordering loss runs and gathering required documentation
• Assist the Account Manager with policy checking, premium audits, premium finance arrangements, invoicing, check requests, and maintaining accurate documentation in Sagitta and ImageRight
• Build strong relationships with carrier representatives, clients, and internal teams while completing required training and performing additional tasks as assigned

Benefits

• Alera Group offers comprehensive benefits to our colleagues, including medical, dental, life and disability insurance, 401k, generous paid time off and much more.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed
• Number of Employees: 251-500 employees