BRK - Administrative Assistant

UNAVAILABLE; Stockton; On-site; USD 40,000 - 50,000; Part time

Job summary

A forward-thinking company is seeking a part-time Administrative Assistant to support day-to-day operations in Stockton. This role involves managing office tasks, assisting clients, and ensuring compliance with regulations. Ideal candidates will possess strong organizational skills, proficiency in Microsoft Office, and a customer-oriented attitude. Join a collaborative environment that values your contributions and offers comprehensive benefits, including medical and generous paid time off. If you're motivated and eager to make an impact, this opportunity is perfect for you!

Benefits

Medical Insurance

Dental Insurance

Life Insurance

401k

Generous Paid Time Off

Qualifications

• Previous experience in office administration or support role is preferred.
• Strong organizational skills and attention to detail are essential.

Responsibilities

• Manage day-to-day office operations and client inquiries.
• Process invoices and maintain accurate client files.

Skills

Organizational Skills

Communication Skills

Microsoft Office Suite

Data Entry

Customer Service

Tools

CRM Software

Job description

Overview

Barkley Risk Management, an Alera Group company, is looking for a part-time Administrative Assistant for an onsite position based in our Stockton office location. 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

• Office Administration: Manage day-to-day office operations, including scheduling appointments, handling correspondence, and maintaining office supplies.
• Client Support: Assist with client inquiries, policy documentation, and follow-up communication to ensure a seamless customer experience.
• Data Entry & Record Keeping: Maintain accurate and up-to-date client files in our management system and ensure compliance with industry regulations.
• Billing & Invoicing: Process invoices, track payments, and assist with basic bookkeeping tasks as needed.
• Compliance & Documentation: Ensure all documents are properly filed and in compliance with regulatory requirements.
• General Support: Provide administrative assistance to insurance brokers and team members, including preparing reports and presentations.

Qualifications

• Previous experience in an office administration or support role (insurance industry experience is a plus).
• Strong organizational skills with attention to detail and accuracy.
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook) and familiarity with CRM or insurance software.
• Excellent communication skills, both written and verbal.
• Ability to multitask and work independently in a fast-paced environment.
• Professionalism, discretion, and a customer-oriented attitude.

Additional Information

This is a temporary assignment based onsite in our Stockton, CA office.

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

Salary up to $50K 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.