Account Assistant (Surety Account Assistant)
About The Position
Account Assistant (Surety Account Assistant) – Property & Casualty Mechanicsburg, 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 a Account Assistant (Surety 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. This role will focus on [risk management, client servicing, claims support, sales growth, underwriting, analytics, etc.] and collaborate with [producers, account managers, carriers, clients, internal operations teams]. 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
Requirements
- 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
- 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
Nice To Haves
- Experience in Property & Casualty insurance or surety
- Experience with bond workflows or insurance documentation
- Accounting or financial processing experience
Responsibilities
- 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
- 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
- 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
Benefits
- Alera Group offers comprehensive benefits including medical, dental, vision, life and disability coverage, 401(k), generous PTO, and more.
- Role-specific learning paths
- Leadership development programs
- Technical and compliance training
- Industry certifications and continuing education support
- Peer learning and knowledge-sharing communities
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
