Agency Operations Assistant

Alera Group • Irvine, CA

5h • $20 - $25 • Onsite

About The Position

Alera Group is looking for a Agency Operations 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

• High school diploma required; associate degree or coursework in business, finance, or insurance preferred.
• 1–3+ years of experience in insurance, administrative support, or operations within a P&C agency or brokerage environment preferred.
• Proficiency with Microsoft Office (Outlook, Word, Excel) and experience with agency management systems such as Applied Epic, AMS360, or Vertafore tools.
• Strong understanding of commercial P&C insurance fundamentals, including certificates, endorsements, general liability, property, auto, and workers’ compensation (preferred).
• Excellent organizational skills with high attention to detail, accuracy, and ability to manage multiple priorities.
• Strong communication and teamwork abilities, with a professional customer service mindset and willingness to support various operational functions.

Nice To Haves

• associate degree or coursework in business, finance, or insurance preferred.
• 1–3+ years of experience in insurance, administrative support, or operations within a P&C agency or brokerage environment preferred.
• Strong understanding of commercial P&C insurance fundamentals, including certificates, endorsements, general liability, property, auto, and workers’ compensation (preferred).

Responsibilities

• Provide operational and administrative support to the commercial lines team to ensure efficient workflow across client service, underwriting coordination, and internal processes.
• Assist Account Managers, Producers, and Operations leadership with daily tasks that uphold agency service standards and compliance procedures.
• Maintain accuracy and organization of client data, documents, and transactions within agency management systems (e.g., Applied Epic).
• Act as a central communication point for internal team members, carriers, and vendors to support timely servicing and issue resolution.
• Contribute to process improvement by identifying workflow gaps and recommending operational enhancements.
• Support agency initiatives related to quality assurance, documentation integrity, and operational best practices.

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: High school or GED