Assistant Account Manager P&C

Orion Risk Management, an Alera Group Company is seeking an AssistantAccount Manager Trainee to join their Property and Casualty Team!



Alera Group was formed on January 1, 2017, and is one of the largest independent, national insurance and financial services firms in the U.S. with over $500 million in revenue. Alera Group is a very entrepreneurial firm bounded together via a culture of collaboration which is reinforced by the practice of The Collaborative Way.



Are you looking to be part of a company where you have exciting opportunities to learn, grow and make a positive impact? Join a team where each employee is empowered to listen generously, speak straight, collaborate, and build each other up through mutual accountability and shared success?



If that is what you’re looking for, this is your chance to be part of an amazing organization!




Attend all training assigned and take assessments each week.
Follow agency systems, procedures and timeframes
Add and maintain client files on the computer according to agency procedures
Perform rating functions on various carrier websites
Learn to process policies, endorsements and endorsement requests according to agency procedures and timeframes
Issue certificates of insurance, insurance applications, identification cards, etc according to agency procedures and timeframes
Keep suspense items current according to agency procedures
When necessary, contact clients and/or insurance carriers for information or to perform service
Make photocopies and scan various documents
Perform miscellaneous projects as requested by supervisor
Attend all training session held by the agency
Adhere to agency’s attendance policy
Attend and pass CISR courses with the goal of obtaining the CISR designation
Excellent oral and written communication skills


High school diploma
Professional appearance
Ability to work within a team environment


Compensation: Starting at $27/hr+



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.



If you're a California resident, please read the California Consumer Privacy Act prior to applying.