Client Relationship Coordinator
About The Position
Alera Group is looking for a Client Relationship 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 14th 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.
Requirements
- Proficient with MS Office and Salesforce (preferred), holds a 4-year college degree, and able to work occasional evenings for events
- Strong communication, follow-through, and persuasive phone skills with experience in appointment setting, inside sales, or similar client-facing roles
- Highly organized, goal-driven, and motivated, with the ability to manage the full prospect-to-client conversion process; financial industry experience preferred
Nice To Haves
- financial industry experience preferred
Responsibilities
- Proactively call, qualify, follow up with prospects and clients to schedule qualified appointments for Financial Advisors generated through marketing efforts
- Support seminars and workshops by assisting with setup, attendance, and booking appointments at program conclusions (approximately 2–3 per month)
- Maintain accurate CRM (Salesforce) data entry from prospecting and marketing activities while working independently to meet business and department goals
Benefits
- Alera Group offers comprehensive benefits to our colleagues, including medical, dental, life and disability insurance, 401k, generous paid time off and much more.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Number of Employees
251-500 employees
