Account Assistant

Overview Account Assistant 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 a Account Assistant , 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 responsive day-to-day support for an assigned Commercial Property & Casualty book of business Build and update ACORD applications in Applied Epic and maintain complete and accurate client and policy documentation Process endorsements, policy changes, billing, certificates of insurance, and automobile identification cards accurately and promptly Coordinate policy checking, loss run requests, suspense items, and service activities with internal and remote support partners Gather information from clients, producers, Account Managers, and carriers to support policy servicing, recordkeeping, and renewals Coordinate new business and renewal activities while preparing client-facing proposals and renewal materials Communicate with clients, underwriters, carriers, and internal partners regarding coverage documentation, renewals, and service needs Identify service issues, missing information, and approaching deadlines while supporting and mentoring less-experienced team members Qualifications Required Qualifications Commercial Property & Casualty insurance and related account assistant experience Active Property & Casualty insurance license or willingness and ability to obtain the required license within six months of employment Experience processing endorsements, policy changes, certificates of insurance, and other commercial insurance service requests Experience supporting or managing Commercial Property & Casualty renewals Experience using Applied Epic to maintain accurate client and policy records Experience using Indio, Microsoft Excel, and Adobe Strong organizational, time-management, communication, and follow-through skills Ability to work independently, manage competing priorities, deliver responsive client service, and escalate issues appropriately Preferred Qualifications Insurance designation or relevant industry certification Experience supporting larger or more complex Commercial Property & Casualty accounts Experience assisting with client proposals and renewal materials Experience coordinating work with remote service or administrative support teams Experience training or mentoring less-experienced team members Compensation Hourly Range: $39.00–$45.00 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 Benefits and EEO Language 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. #LI-SE1 #LI-In-Office, #LI-Remote,