Part-time Office Coordinator

3 days ago


Fort Collins, Colorado, United States Alera Group Full time
About Alera Group

Alera Group is an independent, national insurance and financial services firm created in 2016 through a merger of 24 like-minded, high-performing, entrepreneurial firms. Our founding firms worked together to leverage powerful relationships, industry expertise, and resources to elevate the client experience.

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 $1 billion in revenue. Alera Group is a very entrepreneurial firm bound together via a culture of collaboration which is reinforced by the practice of The Collaborative Way.

Job Summary

We are seeking a Part-time Office Administrator to join our team. The successful candidate will be responsible for providing administrative support to our team, including client communication, data entry, and other tasks as needed.

Key Responsibilities
  • Client communication and customer service via phone, email, and in-person
  • Lead qualification and delegation among producers
  • Greeting clients and scheduling appointments
  • Keep reception area clean, inviting, and functional
  • Maintain office equipment/break room, order supplies, Property Manager Liaison
  • Jive Overlord (VoIP system)
  • Organize Team Meetings as delegated
  • Maintain accurate client data in CRM
  • Process employee applications, terminations, and changes as needed by Account Managers
  • Keep client accounts up to date with accurate data
  • Compile employee packets and Benefit Books
Requirements
  • Strong phone skills including clarity, strong diction, active listening, empathy and understanding
  • Computer savvy; ie: knowledge of Microsoft suite as well as Google Docs; ability to learn web-based interfaces
  • Effective and thoughtful written communication skills
  • Positive Mindset
  • Time Management
What We Offer

We are 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.



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