Commercial Lines Account Assistant

Alera Group
Irvine, CA
Job Description

Job Description

OVERVIEW

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Alera Group is looking for an Account Assitant. 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 15th 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.


RESPONSIBILITIES

  • Provide timely, professional support to Account Managers, Executives, and clients, responding to requests and inquiries efficiently

  • Follow all agency systems, procedures, and timeframes for processing policies, endorsements, certificates, and related documentation

  • Set up, manage, and maintain both physical and digital client files in accordance with agency standards

  • Perform rating and quoting functions on carrier websites and handle service-related communications with clients and insurers

  • Draft correspondence using agency templates and maintain up-to-date suspense items and project logs

  • Participate actively in agency meetings, trainings, and pursue CISR designation by attending and passing required courses

  • Demonstrate strong oral and written communication skills while adhering to the agency’s attendance and performance policies


QUALIFICATIONS

  • Minimum of one year prior experience as an assistant in a retail insurance agency

  • Completion of relevant insurance education (e.g., CISR, INS 21, etc.)

  • Fire & Casualty license

  • High school diploma

  • Professional appearance

  • Ability to work within a team environment


ADDITIONAL INFORMATION

This job is fully remote.


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


Salary range is $26 to $36 per hour.


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.

 

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Location Type

Remote