Director of Client Connections

About the role

Director of Client Connections – In-Office. Founded in 2017, Alera Group is one of the nation's leading independent insurance and financial services firms. We combine the strength of a national organization with the personalized service and expertise of local teams to help clients succeed across Employee Benefits, Property & Casualty Insurance, Retirement Plan Services, Wealth Services, and Human Capital Solutions. Collaborate with purpose – Work alongside colleagues who believe the best results come from strong partnerships, shared expertise, and supporting one another. Build your career – Expand your expertise through meaningful work, continuous learning, and opportunities across a growing national organization. Make an impact – Help individuals, families, and businesses achieve financial confidence through trusted advice and personalized solutions. At Alera Group, our Wealth & Financial Services team helps individuals, families, and businesses pursue their financial goals through personalized planning, investment strategies, retirement planning, and wealth management solutions. As a Director of Client Connections, you'll build trusted relationships, provide exceptional service, and help clients make informed financial decisions with confidence.

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

Required Qualifications

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

Preferred 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 CRM platforms
• Experience supporting seminars, events, or client engagement activities
• Strong interpersonal and relationship-building skills
• Ability to proactively identify and resolve administrative challenges
• Experience managing office supply inventories and vendor coordination
• Commitment to providing a high-quality client experience

Pay

Hourly Range - $24.00– $29.00 hourly

Benefits

• Medical, dental, and vision insurance
• Life and disability coverage
• 401(k)
• Generous paid time off
• Professional development and career growth opportunities