OVERVIEW
Alera Group is looking for an Office Coordinator. We are seeking highly motivated colleagues who bring experience and enthusiasm to our team – joining us may be the perfect fit for you!
Alera Group was founded in 2017 and has grown to become the 15th largest broker of US business. We are passionate about our clients’ success in the areas of Employee Benefits, Property and Casualty Insurance, Retirement Plan Services, and Wealth Services. With a network of offices nationwide, our commitment to collaboration allows us to offer national resources combined with local service.
RESPONSIBILITIES
We’re seeking an organized, proactive, Office Coordinator to support the Office Manager with daily office operations by improving efficiencies and fostering a professional workplace.
This role is vital to maintaining systems and processes that empower our consultants and administrative teams to deliver exceptional service.
• Manage front office function.
• Maintain office supplies, equipment inventory, and vendor relationships.
• Serve as liaison with building/facility management to coordinate repairs, security, and workspace compliance.
• Assist in onboarding new hires, including setup of workstations and orientation coordination.
• Facilitate meeting logistics—room bookings, catering, materials prep.
• Assist with client file management, filing, scanning, and document retention.
• Maintain confidential employee/client files in accordance with regulatory requirements.
• Support office compliance (insurance filings, audit prep, safety documentation).
• Communicate professionally with clients and stakeholders.
• Assist with internal/external events: seminars, trainings, client appreciation.
• Coordinate mailings (e.g. enrollment materials, reports, holiday gifts, invitations).
• Support project management using Monday.com and other management tools.
• Receive, sort and distribute mail. Prepare outgoing mail.
QUALIFICATIONS
• Associate degree required; bachelor’s in Business, HR, Finance a plus.
• Proficient in MS Office (Outlook, Word, Excel) and comfortable with CRM/document management systems.
• Ability to handle sensitive information with discretion.
• Strong organizational skills, detail-oriented, and able to manage multiple tasks/priorities.
• Excellent communication skills both verbal and written.
• High integrity, professional demeanor, and ability to handle sensitive information.
• Ability to adapt to change and develop new processes in a fast-paced, ever-changing environment with enthusiasm.
• Can work independently and see initiatives or issues through to completion
ADDITIONAL INFORMATION
This job is expected to be performed on-site in the office.
Alera Group offers comprehensive benefits to our colleagues, including medical, dental, life and disability insurance, 401k, generous paid time off and much more.
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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