Office Administrator (In Office)

$39,520 - $47,840/Yr

Alera Group - Fort Collins, CO

Full-time - Entry Level

Fort Collins, CO

501-1,000 employees

Insurance Carriers and Related Activities

About the position

Sage Benefit Advisors, an Alera Group Company, is seeking an Office Administrator to join their team in Fort Collins, CO. Alera Group is a prominent independent insurance and financial services firm that was established in 2016 through the merger of 24 entrepreneurial firms. The company has grown to become one of the largest independent firms in the U.S., boasting over $1 billion in revenue. Alera Group prides itself on its collaborative culture, which is reinforced by the practice of The Collaborative Way. This position offers an exciting opportunity for individuals looking to learn, grow, and make a positive impact within a supportive team environment. As an Office Administrator, you will play a crucial role in ensuring the smooth operation of the office. Your responsibilities will include client communication and customer service through various channels such as phone, email, and in-person interactions. You will be responsible for greeting clients, scheduling appointments, and maintaining a clean and inviting reception area. Additionally, you will manage office supplies, maintain office equipment, and serve as a liaison with the Property Manager. The role also involves organizing team meetings, maintaining accurate client data in the CRM, and processing employee applications and changes as needed by Account Managers. Attention to detail and a professional demeanor are essential, as you will be interacting with clients and handling sensitive information. This position is ideal for a team player who is adaptable to changes in the industry and client needs. The Office Administrator must possess strong computer skills, including proficiency in Google Docs, Microsoft Office, and the Jive phone system. Effective written communication, critical thinking, and time management skills are also necessary. The role is hourly and non-exempt, with a flexible work schedule, offering a pay range of $19.00 to $23.00 per hour.

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.
• 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.

Requirements

• Team player who contributes to the agency's efficiency.
• Ability to adjust to changes in the industry and client needs.
• Attention to detail and accuracy in tasks.
• Professional, courteous, and helpful client interaction.
• Computer/Tech-savvy, including Google Docs, Microsoft Office, and Jive phone system.
• Effective and thoughtful written communication skills.
• Critical thinking skills.
• Positive mindset and time management skills.
• Must be licensed or willing to get licensed in Life & Health.

Benefits

• Flexible schedule