Customer Relations Specialist

OVERVIEW

At Alera Group, we believe great service starts with great people. We are seeking a friendly, professional, and dependable Customer Relations Specialist to serve as the first point of contact for our clients, visitors, and team members in our New Bedford office. This is an excellent opportunity for someone who enjoys working with people, providing exceptional customer service, and supporting a busy office environment.

About Alera Group

Founded in 2017, Alera Group is one of the nation's leading independent insurance and financial services firms. We combine the strength of a national organization with the personalized service of local experts to help clients succeed across Employee Benefits, Property & Casualty Insurance, Retirement Plan Services, Wealth Services, and Human Capital Solutions.

Why Join Alera Group?

• Collaborate with purpose – Work alongside colleagues who believe the best results come from strong partnerships, shared expertise, and supporting one another.
• Build your career – Expand your expertise through meaningful work, continuous learning, and opportunities to grow across a national organization.
• Make an impact – Help clients navigate complex challenges while contributing to solutions that make a difference for their businesses, employees, and communities.

RESPONSIBILITIES

What You'll Do

Client & Visitor Experience

• Welcome clients, visitors, and guests in a professional and friendly manner
• Answer incoming phone calls and direct inquiries appropriately
• Take messages and ensure timely follow-up
• Provide general information and assist with visitor needs
• Help create a positive and welcoming office experience

Office Support

• Manage front desk and reception area activities
• Receive and distribute mail and deliveries
• Assist with scheduling and administrative tasks
• Maintain accurate records and documentation
• Support general office operations and workflow

Team Collaboration

• Provide administrative support to office staff as needed
• Assist with special projects and day-to-day office needs
• Maintain confidentiality of client and company information
• Contribute to a positive, team-oriented work environment

QUALIFICATIONS

What We're Looking For

Required

• 1+ year of experience in customer service, reception, administrative support, retail, hospitality, banking, healthcare, or a similar people-focused role
• Strong communication and interpersonal skills
• Professional, friendly, and dependable demeanor
• Ability to stay organized and manage multiple tasks
• Basic proficiency with Microsoft Office (Outlook, Word, Excel)

Preferred

• Experience working in a professional office environment
• Experience answering multi-line phone systems
• Interest in learning about the insurance industry
• Bilingual preferred English and Spanish or Portuguese.

Insurance experience is not required. We are happy to train the right candidate.

ADDITIONAL INFORMATION

Compensation & Benefits:

Salary: $45,000 - $50,000 annually, based on experience

Benefits:
Alera Group offers comprehensive benefits including medical, dental, vision, life and disability coverage, 401(k), generous PTO, and more.

Work Model:

This position is fully onsite in our New Bedford, MA office, Monday-Friday 8:30am-4:30pm.

Due to the nature of the role, daily in-person presence is required to support clients, visitors, and office operations.

Professional Development – Alera Group Academy

At Alera Group, growth isn’t left to chance. Through Alera Group Academy, we provide structured development opportunities designed to help you expand your expertise and build a meaningful career.

You’ll have access to:

• Role-specific learning paths
• Leadership development programs
• Technical and compliance training
• Industry certifications and continuing education support
• Peer learning and knowledge-sharing communities

Whether you’re deepening technical expertise or preparing for leadership, we’re invested in helping you grow.

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.

Equal Opportunity Employer

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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Location Type

In-Office

What We're Looking For

Required

• 1+ year of experience in customer service, reception, administrative support, retail, hospitality, banking, healthcare, or a similar people-focused role
• Strong communication and interpersonal skills
• Professional, friendly, and dependable demeanor
• Ability to stay organized and manage multiple tasks
• Basic proficiency with Microsoft Office (Outlook, Word, Excel)

Preferred

• Experience working in a professional office environment
• Experience answering multi-line phone systems
• Interest in learning about the insurance industry
• Bilingual preferred English and Spanish or Portuguese.

Insurance experience is not required. We are happy to train the right candidate.

What You'll Do

Client & Visitor Experience

• Welcome clients, visitors, and guests in a professional and friendly manner
• Answer incoming phone calls and direct inquiries appropriately
• Take messages and ensure timely follow-up
• Provide general information and assist with visitor needs
• Help create a positive and welcoming office experience

Office Support

• Manage front desk and reception area activities
• Receive and distribute mail and deliveries
• Assist with scheduling and administrative tasks
• Maintain accurate records and documentation
• Support general office operations and workflow

Team Collaboration

• Provide administrative support to office staff as needed
• Assist with special projects and day-to-day office needs
• Maintain confidentiality of client and company information
• Contribute to a positive, team-oriented work environment