Alera Group, Inc. · 10 hours ago
Agency Operations Assistant
Irvine, CA
Full-time
Onsite
Entry Level
$20/hr - $25/hr
1+ years expAlera Group is a rapidly growing company that specializes in Employee Benefits, Property and Casualty Insurance, Retirement Plan Services, and Wealth Services. They are seeking an Agency Operations Assistant to provide operational and administrative support to the commercial lines team, ensuring efficient workflow and maintaining client data accuracy.
Employee BenefitsFinancial ServicesInsuranceRisk Management
Responsibilities
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
Qualification
Required
High school diploma required
Proficiency with Microsoft Office (Outlook, Word, Excel) and experience with agency management systems such as Applied Epic, AMS360, or Vertafore tools
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
Preferred
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
Strong understanding of commercial P&C insurance fundamentals, including certificates, endorsements, general liability, property, auto, and workers' compensation (preferred)
Benefits
Medical
Dental
Life and disability insurance
401k
Generous paid time off
Company
Alera Group, Inc.
Alera Group is a growing leader, reimagining the complex risk management, insurance and financial services delivery experience through intentional collaboration connecting clients to holistic solutions that protect and grow all they value most.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
$1.1BKey Investors
Bank of MontrealGenstar Capital
2025-05-01Debt Financing· $1B
2023-04-12Private Equity· $100M
2017-01-04Private Equity
Leadership Team
Jim Blue
Chief Executive Officer
Alan Levitz
Executive Chairman
Recent News
2025-10-21
Company data provided by crunchbase