What are the responsibilities and job description for the Account Assistant - Small Business position at Alera Group?
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.
- Process service related requests that comply with company standards such as: certificates, endorsements, cancellations, auto identification cards and preparing policy binders.
- Order loss runs, gather applications and other materials needed for the pre-renewal process.
- Assist Account Manager with tasks such as policy checking, premium audits, securing premium finance arrangements, etc.
- Maintain and update database in both Sagitta and ImageRight ensuring proper and accurate documentation.
- Participate in and complete assigned training goals.
- Establish and maintain reputable relationships with carrier representatives, clients and peers.
- Resident State Agents License or ability to obtain one within 2 months.
- Insurance experience preferred.
- College degree preferred.
- Excellent oral and written communication skills with a strong ability to work both independently and as part of a team.
- Skilled in MS Office (Word, Excel, Outlook) and experienced with Agency Management Systems, preferably AMS Sagitta.
- Proactive, detail-oriented, and dependable, with a focus on timely follow-up.
- Willing to travel occasionally for remote office visits, seminars, training sessions, and conferences.
This job requires presence in the office on a hybrid schedule as agreed with the manager.
Alera Group offers comprehensive benefits to our colleagues, including medical, dental, life and disability insurance, 401k, generous paid time off and much more.
Hourly range is $21 to $24 per year.
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.
If you're a California resident, please read the California Consumer Privacy Act prior to applying.
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Salary : $21 - $24
