Assistant Account Manager

Dickerson Group; Northern (KY); Hybrid; USD 37,000 - 50,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

Life and disability coverage

401(k)

Generous paid time off

Professional development

Job summary

Alera Group is seeking an Assistant Account Manager to support our Property & Casualty team with client relationships and service excellence. This role emphasizes administrative duties, proactive communication, and responsive support to ensure smooth operations in a remote work environment.

Candidates should bring 2–4 years of office experience, strong MS Office skills, and a professional client-facing demeanor.

Qualifications

• Strong written and verbal communication skills with excellent grammar and detail.
• Ability to manage multiple priorities and meet deadlines in a fast-paced environment.
• Professional demeanor with a strong customer service focus.
• Experience operating standard office equipment and maintaining organized records.

Responsibilities

• Provide administrative support to staff and assist with special projects.
• Answer calls and greet visitors with professional service.
• Handle mail, shipments, and office correspondence.
• Monitor emails, faxes, and voicemails per procedures.
• Prepare binders, reports, and presentations as requested.
• Organize policy documents and agency records in company systems.
• Coordinate office supplies and assist with events and administrative tasks.

Skills

Communication

Multitasking

Professional demeanor

Attention to detail

Customer service

Grammar proficiency

Education

High school diploma or equivalent

Tools

Microsoft Office

Job description

OVERVIEW

Assistant Account Manager

About Alera Group

Founded in 2017, Alera Group is one of the nation's leading independent insurance and financial services firms. We combine the strength of a national organization with the personalized service and expertise of local teams to help clients succeed across Employee Benefits, Property & Casualty Insurance, Retirement Plan Services, Wealth Services, and Human Capital Solutions.

Why Join Alera Group?

• Collaborate with purpose – Work alongside colleagues who believe the best results come from strong partnerships, shared expertise, and supporting one another.
• Build your career – Expand your expertise through meaningful work, continuous learning, and opportunities across a growing national organization.
• Make an impact – Help businesses protect what matters most while delivering solutions that support their long-term success.

The Opportunity

At Alera Group, our Property & Casualty team partners with businesses to identify risks, protect assets, and deliver insurance solutions that support long-term success. As an Assistant Account Manager, you'll help build trusted client relationships, deliver exceptional service, and provide proactive guidance that helps clients confidently navigate an evolving risk landscape.

RESPONSIBILITIES

• Provide administrative support to agency staff and assist with special projects as needed
• Receive incoming telephone calls and visitors while delivering professional customer service
• Process incoming and outgoing mail, shipments, certified mail requests, and office correspondence
• Monitor and distribute incoming emails, faxes, and voicemails according to established procedures
• Prepare binders, reports, presentations, and other business documents as requested
• Scan, organize, and maintain policy documents and agency records within company systems
• Manage office supply inventory and coordinate ordering of office and kitchen supplies
• Assist with meeting preparation, office events, administrative procedures, and operational support activities

QUALIFICATIONS

Required Qualifications

• High school diploma or equivalent
• Minimum 2 to 4 years of administrative experience in a professional office environment
• Intermediate to advanced proficiency in Microsoft Office including Outlook, Word, Excel, and PowerPoint
• Strong written and verbal communication skills with exceptional attention to grammar and detail
• Ability to manage multiple priorities, maintain organization, and meet deadlines in a fast-paced environment
• Professional demeanor with a strong customer service focus
• Ability to operate standard office equipment including printers, copiers, scanners, and telephone systems
• Strong organizational, proofreading, and document management skills

Preferred Qualifications

• Experience working in an insurance agency, brokerage, or financial services environment
• Familiarity with agency management systems such as Applied Epic or similar platforms
• Experience processing insurance-related documentation and client records
• Strong problem-solving and decision-making abilities
• Experience coordinating office events, meetings, and administrative projects
• Ability to work independently while collaborating effectively within a team environment
• Experience training or assisting new team members on administrative processes
• Demonstrated commitment to accuracy, efficiency, and continuous improvement

Compensation

• Hourly Range: $27.00 –$36.00 hourly

Benefits

Eligible colleagues enjoy a comprehensive benefits package including:

• Medical, dental, and vision insurance
• Life and disability coverage
• 401(k)
• Generous paid time off
• Professional development and career growth opportunities

ADDITIONAL INFORMATION

Work Arrangement

This position is Remote

• Remote: This role is primarily remote.

Travel Requirements: Occasional travel may be required to support office implementations, training, and collaboration with project teams.

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