📌 Core Information
🔹 Job Title: Account Assistant
🔹 Company: Alera Group
🔹 Location: Portland, Oregon, United States
🔹 Job Type: Full-Time
🔹 Category: Insurance
🔹 Date Posted: May 27, 2025
🔹 Experience Level: Entry-level (0-2 years)
🔹 Remote Status: Hybrid (on-site and remote work)
🚀 Job Overview
Key aspects of this role include:
- Processing service-related requests for clients and carriers
- Assisting the Account Manager with various tasks
- Maintaining accurate documentation in the database
- Establishing and maintaining relationships with clients and carrier representatives
- Performing other duties as assigned by the Leading Level Team Member
ASSUMPTION: This role requires strong organizational skills, attention to detail, and the ability to work both independently and as part of a team.
📋 Key Responsibilities
✅ Process service-related requests such as certificates, endorsements, cancellations, auto identification cards, and prepare 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
✅ Knowledge of carrier quoting and premium financing platforms
✅ Participate in and complete assigned training goals
✅ Establish and maintain reputable relationships with carrier representatives, clients, and peers
✅ Perform other duties as assigned by the Leading Level Team Member
✅ Enter straightforward invoicing
✅ Submit check requests
ASSUMPTION: This role involves a mix of administrative tasks, client interaction, and data management, requiring strong multitasking skills.
🎯 Required Qualifications
Education: College degree preferred
Experience: Minimum 6+ months industry experience preferred
Required Skills:
- Resident State Agents License within two attempts of examination
- Strong oral and written communication skills
- Demonstrated proficiency in MS Office: Excel, Outlook, Word
- Agency Management System Experience preferred - AMS Sagitta
- Strong work ethic - timely follow-up, team oriented, proactive, detail oriented, and dependable
- Ability to work within a team and independently with minimal oversight
Preferred Skills:
- Previous experience in the insurance industry
ASSUMPTION: While a college degree is preferred, relevant experience and strong communication skills are considered more important for this role.
💰 Compensation & Benefits
Salary Range: $26 to $29 per hour
Benefits:
- Medical
- Dental
- Life Insurance
- Disability Insurance
- 401k
- Paid Time Off
Working Hours: Full-time, hybrid schedule (on-site and remote work)
ASSUMPTION: The salary range provided is an hourly rate and may vary based on experience and performance.
📌 Applicant Insights
🔍 Company Context
Industry: Insurance
Company Size: Medium (501-1,000 employees)
Founded: 2017
Company Description:
- Alera Group is a national employee benefits, property and casualty insurance, retirement plan services, and wealth services firm
- Founded in 2017, Alera Group has grown to become the 15th largest broker of US business
- With a network of offices nationwide, Alera Group offers national resources combined with local service
Company Specialties:
- Employee Benefits
- Property and Casualty Insurance
- Retirement Plan Services
- Wealth Services
Company Website: careers.aleragroup.com
ASSUMPTION: Alera Group's focus on collaboration and local service sets it apart in the insurance industry.
📊 Role Analysis
Career Level: Entry-level
Reporting Structure: This role reports directly to the Account Manager
Work Arrangement: Hybrid (on-site and remote work)
Growth Opportunities:
- Potential advancement to Account Manager or other leadership roles within the company
- Expanding knowledge of the insurance industry and related technologies
- Developing strong client relationships and industry connections
ASSUMPTION: This role offers opportunities for growth and development within the insurance industry.
🌍 Location & Work Environment
Office Type: Corporate office
Office Location(s): 805 SW Broadway, Suite 2300, Portland, OR 97205, United States
Geographic Context:
- Portland, Oregon, is known for its vibrant culture, natural beauty, and strong job market
- The office is located in the heart of downtown Portland, offering easy access to public transportation and amenities
- The Pacific Northwest region is home to a thriving insurance industry
Work Schedule: Full-time, hybrid schedule (on-site and remote work)
ASSUMPTION: The hybrid work arrangement allows for flexibility while maintaining a strong office presence.
💼 Interview & Application Insights
Typical Process:
- Online application submission
- Phone or video screening
- In-person or virtual interview with the hiring manager
- Final decision and offer
Key Assessment Areas:
- Communication skills
- Attention to detail
- Problem-solving abilities
- Cultural fit
Application Tips:
- Highlight relevant experience and skills in your resume and cover letter
- Demonstrate your understanding of the insurance industry and the role's responsibilities
- Prepare questions to ask the interviewer about the company, team, or role
ATS Keywords: Account Assistant, Insurance, Client Relations, Data Management, MS Office, AMS Sagitta, Premium Financing
ASSUMPTION: Applicants should tailor their resume and cover letter to highlight relevant skills and experiences for this role.
🛠️ Tools & Technologies
- MS Office (Excel, Outlook, Word)
- AMS Sagitta
- ImageRight
- Premium financing platforms
ASSUMPTION: Proficiency in MS Office and familiarity with insurance-specific software are essential for this role.
👔 Cultural Fit Considerations
Company Values:
- Collaboration
- Integrity
- Expertise
- Service
- Innovation
Work Style:
- Team-oriented
- Proactive
- Detail-oriented
- Adaptable
Self-Assessment Questions:
- How do you handle working independently and as part of a team?
- Can you provide an example of a time when you had to manage multiple tasks and prioritize your workload?
- How do you approach building and maintaining relationships with clients and colleagues?
ASSUMPTION: Applicants should consider how their work style and values align with those of Alera Group.
⚠️ Potential Challenges
- Managing multiple tasks and deadlines
- Adapting to a hybrid work environment
- Building strong relationships with clients and carrier representatives
- Keeping up with industry trends and technologies
ASSUMPTION: These challenges can be overcome with strong organizational skills, adaptability, and a willingness to learn.
📈 Similar Roles Comparison
- Account Coordinator - Similar role with a focus on client relations and administrative tasks
- Insurance Account Executive - More senior role with a focus on sales and business development
- Insurance Administrative Assistant - Similar role with a focus on data management and administrative tasks
ASSUMPTION: This role offers a unique blend of administrative tasks, client relations, and data management, setting it apart from similar roles in the insurance industry.
📝 Sample Projects
- Processing a high volume of service-related requests within a tight deadline
- Assisting the Account Manager with a complex premium audit
- Maintaining accurate documentation in the database for a large client portfolio
ASSUMPTION: These sample projects demonstrate the range of responsibilities and the level of detail required for this role.
❓ Key Questions to Ask During Interview
- Can you describe a typical day or week in this role?
- How does this role support the overall goals of the company?
- What opportunities are there for growth and development within the company?
- How does the company support work-life balance for its employees?
- What is the company's approach to training and professional development?
ASSUMPTION: These questions demonstrate a strong interest in the role and the company, and will help applicants make an informed decision.
📌 Next Steps for Applicants
To apply for this position:
- Submit your application through this link
- Tailor your resume and cover letter to highlight relevant skills and experiences for this role
- Prepare questions to ask the interviewer about the company, team, or role
- Follow up with the hiring manager after your interview to express your interest in the position
⚠️ This job description contains AI-assisted information. Details should be verified directly with the employer before making decisions.
