Administrative Assistant

Overview

Administrative Assistant

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 Administrative Assistant, 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: $28.00–$29.00 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