Agency Operations Assistant

Overview

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.

• 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.

• 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, AMS
  360, 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.

This job is expected to be performed on-site in the office.

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 $20 to $25 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.

#LI-MM1

#LI-Onsite

Location Type:
In-Office