Account Assistant
Alera Group, Mechanicsburg, PA, United States
Account Assistant
Property & Casualty
Mechanicsburg, PA or Camp Hill, PA: Hybrid At Alera Group, our Property & Casualty team helps businesses protect their assets, manage risk, and plan confidently for the future. We're seeking an Account Assistant who will support risk strategy, client service excellence, and operational accuracy. Alera Group was founded in 2017 and has grown to become the 14th largest broker of U.S. business. We are passionate about our clients' success in the areas of Employee Benefits, Property and Casualty Insurance, and Financial Services. With a network of offices nationwide, our commitment to collaboration allows us to offer national resources combined with local service. This role will focus on [risk management, client servicing, claims support, sales growth, underwriting, analytics, etc.] and collaborate with [producers, account managers, carriers, clients, internal operations teams]. Why Alera Group
Meaningful Impact: Help clients and employees navigate benefits programs that drive retention, engagement, and satisfaction Growth & Learning: Opportunities to deepen your expertise and gain exposure to a variety of clients and industries Collaborative Culture: Work in a team-oriented environment that values accountability, partnership, and the principles of The Collaborative Way Responsibilities
Client Partnership & Risk Strategy
Support Surety Producers and Senior Account Managers with bond preparation and processing Review contracts, specifications, and documents to extract and document key details Prepare accurate bond forms using Adobe or similar tools Respond to client emails and limited phone inquiries promptly and professionally Assist with day-to-day service tasks to support retention and high-quality client experience Operational Excellence
Enter and verify data in company systems with high accuracy Maintain organized documentation, including scanning and filing all documents Ensure compliance and accuracy of all bond forms, records, and supporting materials Support audits and reporting requests as needed Track projects, manage priorities, and maintain organized workflows Assist in the full bond lifecycle, from initial request through final document delivery Contribute to continuous improvement of processes and documentation standards Strategic Contribution
Identify documentation gaps and process improvement opportunities Anticipate team needs and support operational efficiencies Assist with new business opportunities by ensuring timely, high-quality document preparation Qualifications
Required
Minimum 2 years of experience in a professional office environment Strong attention to detail, accuracy, and efficiency Proficiency in Microsoft Office, including Outlook, Word, and Excel Strong written and verbal communication skills Ability to multitask, prioritize, and stay organized in a fast-paced environment Demonstrated ability to work independently and as part of a team Strong work ethic and commitment to service excellence Experience using Adobe or similar tools for document preparation Preferred
Experience in Property & Casualty insurance or surety Experience with bond workflows or insurance documentation Accounting or financial processing experience Core Competencies
Detail-oriented with strong organizational skills Accurate and consistent documentation habits Strong relationship and communication skills Ability to manage multiple priorities Proactive and self-directed approach Comfort working in a dynamic, fast-paced environment Additional Information
Compensation: Salary range: $53,000
$65,000 per year Benefits: Alera Group offers comprehensive benefits including medical, dental, vision, life and disability coverage, 401(k), generous PTO, and more. Work Model: This role is Hybrid Professional Development
Alera Group Academy
At Alera Group, growth isn't left to chance. Through Alera Group Academy, we provide structured development opportunities designed to help you expand your expertise and build a meaningful career. You'll have access to: Role-specific learning paths Leadership development programs Technical and compliance training Industry certifications and continuing education support Peer learning and knowledge-sharing communities Whether you're deepening technical expertise or preparing for leadership, we're invested in helping you grow. Licensure & Certifications (If Applicable)
This position may require: Active [State Life & Health License / Property & Casualty License / Series 6/7/65/66 / etc.] Ability to obtain required licensure within [X] months of hire Ongoing continuing education to maintain active status 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. Location Type: Hybrid
Property & Casualty
Mechanicsburg, PA or Camp Hill, PA: Hybrid At Alera Group, our Property & Casualty team helps businesses protect their assets, manage risk, and plan confidently for the future. We're seeking an Account Assistant who will support risk strategy, client service excellence, and operational accuracy. Alera Group was founded in 2017 and has grown to become the 14th largest broker of U.S. business. We are passionate about our clients' success in the areas of Employee Benefits, Property and Casualty Insurance, and Financial Services. With a network of offices nationwide, our commitment to collaboration allows us to offer national resources combined with local service. This role will focus on [risk management, client servicing, claims support, sales growth, underwriting, analytics, etc.] and collaborate with [producers, account managers, carriers, clients, internal operations teams]. Why Alera Group
Meaningful Impact: Help clients and employees navigate benefits programs that drive retention, engagement, and satisfaction Growth & Learning: Opportunities to deepen your expertise and gain exposure to a variety of clients and industries Collaborative Culture: Work in a team-oriented environment that values accountability, partnership, and the principles of The Collaborative Way Responsibilities
Client Partnership & Risk Strategy
Support Surety Producers and Senior Account Managers with bond preparation and processing Review contracts, specifications, and documents to extract and document key details Prepare accurate bond forms using Adobe or similar tools Respond to client emails and limited phone inquiries promptly and professionally Assist with day-to-day service tasks to support retention and high-quality client experience Operational Excellence
Enter and verify data in company systems with high accuracy Maintain organized documentation, including scanning and filing all documents Ensure compliance and accuracy of all bond forms, records, and supporting materials Support audits and reporting requests as needed Track projects, manage priorities, and maintain organized workflows Assist in the full bond lifecycle, from initial request through final document delivery Contribute to continuous improvement of processes and documentation standards Strategic Contribution
Identify documentation gaps and process improvement opportunities Anticipate team needs and support operational efficiencies Assist with new business opportunities by ensuring timely, high-quality document preparation Qualifications
Required
Minimum 2 years of experience in a professional office environment Strong attention to detail, accuracy, and efficiency Proficiency in Microsoft Office, including Outlook, Word, and Excel Strong written and verbal communication skills Ability to multitask, prioritize, and stay organized in a fast-paced environment Demonstrated ability to work independently and as part of a team Strong work ethic and commitment to service excellence Experience using Adobe or similar tools for document preparation Preferred
Experience in Property & Casualty insurance or surety Experience with bond workflows or insurance documentation Accounting or financial processing experience Core Competencies
Detail-oriented with strong organizational skills Accurate and consistent documentation habits Strong relationship and communication skills Ability to manage multiple priorities Proactive and self-directed approach Comfort working in a dynamic, fast-paced environment Additional Information
Compensation: Salary range: $53,000
$65,000 per year Benefits: Alera Group offers comprehensive benefits including medical, dental, vision, life and disability coverage, 401(k), generous PTO, and more. Work Model: This role is Hybrid Professional Development
Alera Group Academy
At Alera Group, growth isn't left to chance. Through Alera Group Academy, we provide structured development opportunities designed to help you expand your expertise and build a meaningful career. You'll have access to: Role-specific learning paths Leadership development programs Technical and compliance training Industry certifications and continuing education support Peer learning and knowledge-sharing communities Whether you're deepening technical expertise or preparing for leadership, we're invested in helping you grow. Licensure & Certifications (If Applicable)
This position may require: Active [State Life & Health License / Property & Casualty License / Series 6/7/65/66 / etc.] Ability to obtain required licensure within [X] months of hire Ongoing continuing education to maintain active status 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. Location Type: Hybrid