Alera Group, Inc.
Client Relationship Coordinator
Alera Group, Inc. - Wethersfield, Connecticut, us, 06129
Work at Alera Group, Inc.
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Overview
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Client Relationship Coordinator
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Client Relationship Coordinator
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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! Overview
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 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
Ability to fill the Financial Advisors’ schedules with qualified appointments through marketing efforts Calling, qualifying and scheduling prospects Consistent follow-up with prospects and clients Attend and set up seminars and workshops (in the evenings) and book appointments at the conclusion of programs (approximately 1-2 weekly) Accurate entry of data into CRM (Salesforce) system from prospecting & and marketing efforts Work independently and proactively to meet business & department goals
Qualifications
Bachelor’s degree (4-year college degree required). Strong communication, organizational, and follow-through skills throughout the client conversion process. Persuasive phone skills with experience in appointment scheduling or inside sales. Prior experience in a similar role; telephone/inside sales and financial industry background preferred. Proficiency in MS Office; Salesforce experience is a plus. Proven ability to convert prospects into clients. Willingness to work some evenings for events.
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.
Salary range is $58K to 65K per year.
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.
Seniority level
Seniority level Not Applicable Employment type
Employment type Full-time Job function
Job function Administrative Industries Insurance Referrals increase your chances of interviewing at Alera Group, Inc. by 2x Get notified about new Client Coordinator jobs in
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We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
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Client Relationship Coordinator
role at
Alera Group, Inc. 1 day ago Be among the first 25 applicants Join to apply for the
Client Relationship Coordinator
role at
Alera Group, Inc. Get AI-powered advice on this job and more exclusive features. Overview
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! Overview
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 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
Ability to fill the Financial Advisors’ schedules with qualified appointments through marketing efforts Calling, qualifying and scheduling prospects Consistent follow-up with prospects and clients Attend and set up seminars and workshops (in the evenings) and book appointments at the conclusion of programs (approximately 1-2 weekly) Accurate entry of data into CRM (Salesforce) system from prospecting & and marketing efforts Work independently and proactively to meet business & department goals
Qualifications
Bachelor’s degree (4-year college degree required). Strong communication, organizational, and follow-through skills throughout the client conversion process. Persuasive phone skills with experience in appointment scheduling or inside sales. Prior experience in a similar role; telephone/inside sales and financial industry background preferred. Proficiency in MS Office; Salesforce experience is a plus. Proven ability to convert prospects into clients. Willingness to work some evenings for events.
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.
Salary range is $58K to 65K per year.
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.
Seniority level
Seniority level Not Applicable Employment type
Employment type Full-time Job function
Job function Administrative Industries Insurance Referrals increase your chances of interviewing at Alera Group, Inc. by 2x Get notified about new Client Coordinator jobs in
Wethersfield, CT . Hartford, CT $50,000.00-$60,000.00 1 month ago Granby, CT $56,000.00-$112,000.00 1 day ago Vernon, CT $55,000.00-$65,000.00 6 days ago Hartford, CT $47,100.00-$63,600.00 6 days ago Farmington, CT $61,000.00-$66,000.00 1 day ago South Windsor, CT $65,000.00-$75,000.00 1 week ago Farmington, CT $61,000.00-$64,000.00 3 days ago Durham, CT $45,000.00-$52,000.00 1 day ago Farmington, CT $75,000.00-$95,000.00 2 days ago West Hartford, CT $38,000.00-$65,000.00 1 week ago Customer Service Coordinator (Office, Admin, Intake) - Homecare
South Windsor, CT $18.00-$25.00 1 month ago Client Service Specialist - Wealth Management
Client Service Coordinator - Full Time - 1176
East Hartford, CT $62,000.00-$126,000.00 6 days ago Events Administrator (Student Staff Only)
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr