Receptionist/Office Assistant

OVERVIEW

Receptionist/Office Assistant – Property & Casualty
Location: On-Site, Part-time. Monday, Tuesday, Thursday, Friday 9:00-5:00. 28 hours per week. 

At Alera Group, our Property & Casualty team helps businesses protect their assets, manage risk, and plan confidently for the future. We’re seeking a Receptionist/Office Assistant who will support risk strategy, client service excellence, and operational accuracy.

About Alera Group
Alera Group was founded in 2017 and has grown to become the 14th largest broker of U.S. business. We are passionate about our clients’ success in the areas of Employee Benefits, Property and Casualty Insurance, and Financial Services. With a network of offices nationwide, our commitment to collaboration allows us to offer national resources combined with local service.

Why Alera Group

• Meaningful Impact: Help clients and employees navigate benefits programs that drive retention, engagement, and satisfaction

• Growth & Learning: Opportunities to deepen your expertise and gain exposure to a variety of clients and industries

• Collaborative Culture: Work in a team-oriented environment that values accountability, partnership, and the principles of The Collaborative Way

RESPONSIBILITIES

What You’ll Do / Your Impact

Client System Support Implementations

• Assist with data collection document processing and system updates to support client records and policy administration
• Complete assigned administrative and processing tasks accurately and on time in support of agency operations

Ongoing Client Support & Issue Resolution

• Serve as the first point of contact for clients vendors and visitors providing professional and courteous service
• Answer and route incoming calls and respond to basic customer inquiries
• Support client service requests and escalate complex issues to appropriate team members
• Partner with internal teams to ensure requests are tracked communicated and resolved efficiently

Data & Process Management

• Maintain accurate client records and documentation within agency management systems
• Prepare scan copy file and organize agency documents including applications policy documents and correspondence
• Track incoming and outgoing mail and support communication distribution
• Process payments prepare daily deposits and maintain accurate records
• Support internal documentation and office processes to improve workflow efficiency
• Assist with scheduling meetings managing office supplies and supporting special projects

QUALIFICATIONS

What You Bring

Required

• Experience in administrative support customer service or office environment
• Strong organizational skills and attention to detail
• Excellent communication and interpersonal skills
• Ability to manage multiple priorities in a fast paced environment
• Professional demeanor and strong client service orientation

Preferred

• Experience in an insurance agency or financial services environment
• Familiarity with agency management systems or data entry platforms
• Experience supporting document processing billing or client records

Core Competencies

• Detail orientation
• Accountability and follow through
• Collaborative mindset
• Client first thinking
• Organizational and communication skills

ADDITIONAL INFORMATION

Compensation:
Salary range: $17 - $21 Hourly

Benefits:
Alera Group offers comprehensive benefits including medical, dental, vision, life and disability coverage, 401(k), generous PTO, and more.

Work Model:
This role is In- Office

Part-time. Monday, Tuesday, Thursday, Friday 9:00-5:00. 28 hours per week. 

Professional Development – Alera Group Academy

At Alera Group, growth isn’t left to chance. Through Alera Group Academy, we provide structured development opportunities designed to help you expand your expertise and build a meaningful career.

You’ll have access to:

• Role-specific learning paths

• Leadership development programs

• Technical and compliance training

• Industry certifications and continuing education support

• Peer learning and knowledge-sharing communities

Whether you’re deepening technical expertise or preparing for leadership, we’re invested in helping you grow.

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, or any other protected class.

Alera Group is committed to protecting your privacy. Please review our Privacy Policy to understand what personal information we may collect and use as part of your application process.

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Location Type

In-Office