LEG - Personal Lines Assistant at Alera Group in Walnut Creek, CA

Job Locations US-CA-Walnut Creek Job Post Information* : Posted Date 22 hours ago(6/10/2026 4:39 PM) Internal Job Title LEG - Personal Lines Assistant ID 2026-7364 # of Openings 1 OVERVIEW Alera Group is looking for a Personal Lines Assistant. We are seeking highly motivated colleagues who bring experience and enthusiasm to our team – joining us may be the perfect fit for you! Alera Group was founded in 2017 and has grown to become the 15th largest broker of US business. We are passionate about our clients’ success in the areas of Employee Benefits, Property and Casualty Insurance, Retirement Plan Services, and Wealth Services. With a network of offices nationwide, our commitment to collaboration allows us to offer national resources combined with local service. RESPONSIBILITIES The primary role of this position is to provide exceptional service to a designated group of clients in tandem with our Personal Lines Private Client Advisor. • Ensure timely responses to customer requests for information and documents • Provide support with the preparation of proposals and summaries • Input client information (including cancellations, reinstatements, and activities) into the agency management system • Complete, scan, and attach supporting documents or other files • Utilize an online rating system • Prepare applications for new and renewal business • Respond to billing inquiries • Complete daily downloads • Run flood zone determinations • Request MVRs (Motor Vehicle Reports) • Assist with other tasks as assigned QUALIFICATIONS • Bachelor’s degree or equivalent education and experience • Excellent written and verbal communication skills • Proficiency in Microsoft Office (Word, Excel, Outlook) • California P&C insurance license preferred • If not currently licensed, must obtain a P&C license within 90 days of employment • Legacy will cover the cost of required licensing courses and fees OPTIONS Apply for this job onlineApply Share Email this job to a friendRefer Sorry the Share function is not working properly at this moment. Please refresh the page and try again later. Share on your newsfeed Application FAQs Software Powered by iCIMS www.icims.com