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Alera Group

Provides employee benefits, risk, wealth management

Director of Client Connections

Reception & Front DeskConfirmed live in the last 24 hours
Full-timeWethersfield, CT, USA$24 - $29 /hr

About the Job

Requirements

  • A high school diploma or equivalent is required.
  • Previous experience in a receptionist, administrative, customer service, or front desk role is required.
  • Strong verbal and written communication skills are required.
  • Strong organizational skills and attention to detail are required.
  • The ability to manage multiple priorities in a fast-paced environment is required.
  • A professional presence and commitment to delivering exceptional client service are required.
  • The ability to handle challenging interactions professionally and effectively is required.
  • Proficiency with Microsoft Office applications, including Outlook, Word, and Excel, is required.

Responsibilities

  • Answer inbound phone calls and direct inquiries to the appropriate team members.
  • Transfer calls, take messages, and ensure timely communication with clients and colleagues.
  • Welcome visitors and provide a professional and friendly office experience.
  • Support seminar and event preparation activities, including materials assembly and logistics.
  • Maintain office supplies, client gifts, and inventory to support daily operations.
  • Keep conference rooms, common areas, and meeting spaces organized and well stocked.
  • Sort and distribute incoming mail and coordinate outgoing shipments through USPS and FedEx.
  • Provide administrative support to ensure efficient office and client service operations.

Desired Qualifications

  • Experience working in a financial services, insurance, or professional services environment.
  • Experience operating a multi-line or switchboard phone system.
  • Familiarity with Salesforce or other customer relationship management platforms.
  • Experience supporting seminars, events, or client engagement activities.
  • Strong interpersonal and relationship-building skills.
  • The ability to proactively identify and resolve administrative challenges.
  • Experience managing office supply inventories and vendor coordination.
  • A commitment to providing a high-quality client experience.

About the Company

Alera Group

Provides employee benefits, risk, wealth management

Alera Group provides tailored employee benefits, risk management, and wealth management services to businesses, nonprofits, and individuals across the United States. It combines national-scale resources with a local office network to deliver personalized consulting, pricing, and advisory services for insurance, benefits, and retirement plans. The firm differentiates itself through its national reach paired with strong local relationships and industry-specific expertise, offering programs such as compliance consulting, workplace wellness, and reference-based pricing to control healthcare costs. Its goal is to help clients navigate complex insurance and financial landscapes, stay compliant, and achieve their benefits and wealth objectives.

Company size
1,001-5,000
Company stage
Debt Financing
Total funding
$4.3B
Headquarters
Deerfield, IL
Founded
2017

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