Receptionist/Office Assistant

Overview

Alera Group is seeking a Receptionist/Office Assistant to support risk strategy, client service excellence, and operational accuracy. This role supports the Property & Casualty team at Alera Group, which helps businesses protect their assets, manage risk, and plan confidently for the future.

Responsibilities

• Implement client system support including data collection, document processing, and system updates to support client records and policy administration.
• Provide ongoing client support and issue resolution by serving 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.
• Maintain accurate client records and documentation within agency management systems.
• Prepare scanned copies, file documents, 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.
• Aid in scheduling meetings, managing office supplies, and supporting special projects.

Qualifications

• 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: Comprehensive benefits including medical, dental, vision, life, and disability coverage, 401(k), generous PTO, and more.
Work Model: In-Office
Professional Development: Alera Group Academy provides structured development opportunities designed to help you expand your expertise and build a meaningful career.

Additional Information: Alera Group is 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.