Account Assistant

What you'll do / your impactClient partnership & risk strategySupport Surety Producers and Senior Account Managers with bond preparation and processing. Why Alera GroupMeaningful Impact: Help clients and employees navigate benefits programs that drive retention, engagement, and satisfaction.

OVERVIEW

Account Assistant
Mechanicsburg, PA or Camp Hill, PA: Hybrid

At Alera Group, our Property & Casualty team helps businesses protect their assets, manage risk, and plan confidently for the future. We're seeking an Account Assistant who will support risk strategy, client service excellence, and operational accuracy.

About Alera Group

Alera Group was founded in 2017 and has grown to become the 14th largest broker of U.S. business. We are passionate about our clients' success in the areas of Employee Benefits, Property and Casualty Insurance, and Financial Services. With a network of offices nationwide, our commitment to collaboration allows us to offer national resources combined with local service.

Why Alera Group

• Meaningful Impact: Help clients and employees navigate benefits programs that drive retention, engagement, and satisfaction
  
• Growth & Learning: Opportunities to deepen your expertise and gain exposure to a variety of clients and industries
  
• Collaborative Culture: Work in a team-oriented environment that values accountability, partnership, and the principles of The Collaborative Way
  

RESPONSIBILITIES

What you'll do / your impactClient partnership & risk strategy

• Support Surety Producers and Senior Account Managers with bond preparation and processing
• Review contracts, specifications, and documents to extract and document key details
• Prepare accurate bond forms using Adobe or similar tools
• Respond to client emails and limited phone inquiries promptly and professionally
• Assist with day-to-day service tasks to support retention and high-quality client experience

Operational excellence

• Enter and verify data in company systems with high accuracy
• Maintain organized documentation, including scanning and filing all documents
• Ensure compliance and accuracy of all bond forms, records, and supporting materials
• Support audits and reporting requests as needed
• Track projects, manage priorities, and maintain organized workflows
• Assist in the full bond lifecycle, from initial request through final document delivery
• Contribute to continuous improvement of processes and documentation standards

Strategic contribution

• Identify documentation gaps and process improvement opportunities
• Anticipate team needs and support operational efficiencies
• Assist with new business opportunities by ensuring timely, high-quality document preparation

QUALIFICATIONS

What you bringRequired

• Minimum 2 years of experience in a professional office environment
• Strong attention to detail, accuracy, and efficiency
• Proficiency in Microsoft Office, including Outlook, Word, and Excel
• Strong written and verbal communication skills
• Ability to multitask, prioritize, and stay organized in a fast-paced environment
• Demonstrated ability to work independently and as part of a team
• Strong work ethic and commitment to service excellence
• Experience using Adobe or similar tools for document preparation

Preferred

• Experience in Property & Casualty insurance or surety
• Experience with bond workflows or insurance documentation
• Accounting or financial processing experience

Core Competencies

• Detail-oriented with strong organizational skills
• Accurate and consistent documentation habits
• Strong relationship and communication skills
• Ability to manage multiple priorities
• Proactive and self-directed approach
• Comfort working in a dynamic, fast-paced environment

ADDITIONAL INFORMATION

Compensation:
Salary range: $53,000 - $65,000 per year

Benefits:
Alera Group offers comprehensive benefits including medical, dental, vision, life and disability coverage, 401(k), generous PTO, and more.

Work Model:
This role is Hybrid

Professional Development - Alera Group Academy
At Alera Group, growth isn't left to chance. Through Alera Group Academy, we provide structured development opportunities designed to help you expand your expertise and build a meaningful career.

You'll have access to:

• Role-specific learning paths
  
• Leadership development programs
  
• Technical an