Office Administrator (In Office)

OVERVIEW Sage Benefit Advisors, an Alera Group Company, is looking for an Office Administrator to add to their team! Alera Group is an independent, national insurance and financial services firm created in 2016 through a merger of 24 like-minded, high-performing, entrepreneurial firms.

Our founding firms worked together to leverage powerful relationships, industry expertise, and resources to elevate the client experience.

Alera Group was formed on January 1, 2017, and is one of the largest independent, national insurance and financial services firms in the U.

S. with over $1 billion in revenue. Alera Group is a very entrepreneurial firm bound together via a culture of collaboration which is reinforced by the practice of The Collaborative Way.

Are you looking to be part of a company where you have exciting opportunities to learn, grow and make a positive impact?

Join a team where each employee is empowered to listen generously, speak straight, collaborate, and build each other up through mutual accountability and shared success?

If that is what you’re looking for, this is your chance to be part of an amazing organization! RESPONSIBILITIES Client communication and customer service via phone, email, and in-person.

Lead qualification and delegation among producers. Greeting clients and scheduling appointments. Keep reception area clean, inviting, and functional.

Maintain office equipment / break room, order supplies, Property Manager Liaison. Jive Overlord (VoIP system). Organize Team Meetings as delegated.

Maintain accurate client data in CRM. Process employee applications, terminations, and changes as needed by Account Managers.

Keep client accounts up to date with accurate data. Compile employee packets and Benefit Books. QUALIFICATIONS The Office Coordinator should be an individual who is a team player who will contribute on whatever level is needed to keep our agency running efficiently, (complex issues and seemingly menial tasks, alike).

You must be able to adjust to changes in the industry as well as changes to client needs. Attention to detail is a must as accuracy is very important.

Your interaction with clients must be professional, courteous, and helpful. Computer / Tech-savvy, ie : Google docs / sheets & Gmail;

ability to master web-based interfaces, Microsoft office, Jive phone system. Effective and thoughtful written communication skills.

Critical Thinking. Positive Mindset. Time Management. Must be licensed or willing to get licensed in Life & Health. This is an hourly non-exempt role with a flexible work schedule.

$19.00-$23.00 per hour BENEFITS 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.

Please If you're a California resident, please read the California Consumer Privacy Act before applying. #LI-KB1 #LI-OfficeThe Office Coordinator should be an individual who is a team player who will contribute on whatever level is needed to keep our agency running efficiently, (complex issues and seemingly menial tasks, alike).

You must be able to adjust to changes in the industry as well as changes to client needs. Attention to detail is a must as accuracy is very important.

Your interaction with clients must be professional, courteous, and helpful. Computer / Tech-savvy, ie : Google docs / sheets & Gmail;

ability to master web-based interfaces, Microsoft office, Jive phone system. Effective and thoughtful written communication skills.

Critical Thinking. Positive Mindset. Time Management. Must be licensed or willing to get licensed in Life & Health. This is an hourly non-exempt role with a flexible work schedule.

$19.00-$23.00 per hourClient communication and customer service via phone, email, and in-person. Lead qualification and delegation among producers.

Greeting clients and scheduling appointments. Keep reception area clean, inviting, and functional. Maintain office equipment / break room, order supplies, Property Manager Liaison.

Jive Overlord (VoIP system). Organize Team Meetings as delegated. Maintain accurate client data in CRM. Process employee applications, terminations, and changes as needed by Account Managers.

Keep client accounts up to date with accurate data. Compile employee packets and Benefit Books.