Assistant Account Manager- Property & Casualty

Job Locations US-CA-Newport Beach | US-CA-Newport Beach
Client Service
Regular Full-Time
Firm Name
Orion Risk Management




Orion Risk Managment, an Alera Group Company is seeking an Assistant Account Manager 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!



As an Assistant Account Manager, your primary responsibility is to work with Account Managers by supporting clients while maintaining a high level of client and internal team satisfaction. In this role, successful candidates need to be highly organized with experience in an insurance agency. Respond to employee and client requests in a timely, effective, and professional manner.

  • Set up client marketing files according to agency procedures and timeframes.
  • Add and maintain client files on the computer.
  • Process policies, endorsements, and requests according to agency procedures and timeframes.
  • Issue certificates of insurance, insurance applications, identification cards, etc.
  • Compose letters to clients and insurance carriers according to form letters in the data porter.
  • Contact clients and/or insurance carriers for information or to perform service as needed.
  • Maintain the highest level of security and confidentiality regarding corporate and client-related information.
  • Carry out any other duties/responsibilities/projects as determined by Supervisors/Management.
  • Attend and pass CIC courses with the goal of obtaining the CIC designation in a reasonable time frame.


  • High School Diploma.
  • Minimum of one-year prior experience as an assistant in an insurance agency.
  • Ability to complete relevant insurance education (i.e. – CISR, INS 21, etc.).
  • Property and Casualty License Required.

Equal Opportunity Employment

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.




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