Account Assistant

Company: Alera Group
Location: Somers Point
Posted on: March 16, 2023

Job Description:

Heist Insurance Agency, an Alera Group Company is seeking a Assistant Account Manager to join their Property & Casualty team!



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!



Our mission is to provide high quality insurance services in Southern New Jersey and vicinity with financially strong companies and competitive insurance products.

We realize our agency's greatest resources are people. Our intent is to---..

Serve each customer with professionalism, courtesy, value and communication.
Encourage each employee to develop and pursue professional, personal and self-achievement goals.
Approach our community with a proactive spirit and contribute to areas benefiting our quality of life and the environment.

Our mission is to build these relationships synergistically to create a profitable existence for our employees, our customers, our companies and our lives.


Service new and existing accounts. Performs service functions for underwriting, clients and prospective clients, as assigned by performing the following duties:

Must consistently follow set procedures, complete tasks correctly and on time. Employee is directly responsible for independently maintaining his/her workload, which includes the following. Other duties may be assigned as needed.

Performs the functions of a personal lines assistant to include initiating and follow-up with customers and carriers to resolve problems, answer questions, correspondence and reports.
Per underwriting request, assistant prepares and processes documents such as proposals, completed applications, premiums, policies, renewals, certificates, changes, cancellations, binders, etc.
Assists customer and arranges payment terms in accordance with established guidelines.
Ability to multi-task
Performs in a manner that will prevent errors and omissions.
Demonstrate accuracy and thoroughness; monitors own work to ensure quality
Prepares premiums, invoicing, commissions and other accounting related functions.
Creates and maintains computer files and suspense for follow-up action.
Provides advisory support and assistance to underwriting & administration as needed.
Must be available to back up Reception as needed (answer phones, greet clients).


Education and/or Experience

High school diploma or general education degree (GED). Knowledge of Windows is preferred.

Oral/Written Communication Skills

Speaks clearly; listens and gets clarifications; responds well to questions from managers, clients, customers and the general public. Writes clearly and informatively; edits work for spelling and grammar; presents numerical data effectively; able to read and interpret written information.

Mathematical Skills

Ability to calculate figures and amounts, such as discounts, interest, commissions, pro-rata, percentages, and volume. Ability to apply concepts of basic accounting.

Reasoning Ability

Ability to solve practical problems and deal with a variety of concrete variables. Ability to interpret a variety of instructions furnished in written, oral or schedule form.

Computer Skills

Knowledge of Microsoft Word, Outlook and Excel preferred.

Other Skills and Abilities

Skill and ability to type 35-40 wpm. Skill and ability to operate a computer. Skill and ability to organize and prioritize work. Skill and ability to meet deadlines and operate office equipment. Skill and ability to use company software. Skill and ability to sell.

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle controls; and talk or hear. The employee frequently is required to reach with hands and arms. The employee is occasionally required to stand; walk; and stoop. The employee must regularly lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision and the ability to adjust focus. Required to use a telephone headset (over the head or over the ear).

Work Environment

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
The noise level in the work environment is usually moderate. Travel is minimal, most contact with customers is by phone and correspondence. Occasional travel may be required for educational purposes.


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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Keywords: Alera Group, Camden , Account Assistant, Other , Somers Point, New Jersey