Assistant Account Manager

Alera Group • UNAVAILABLE, UNAVAILABLE

12d • Remote

About The Position

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.

Requirements

• 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

Nice To Haves

• 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

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

Benefits

• Medical, dental, and vision insurance
• Life and disability coverage
• 401(k)
• Generous paid time off
• Professional development and career growth opportunities

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED