Front Desk Associate/Sales Execution Team

The role of the Front Desk Associate/Sales Execution Team is to serve as the primary contact for customers and policy owners and to support new financial representatives in their first 2 years by providing vital administrative assistance. Specific responsibilities include but will not be limited to:

• Greet visitors and direct them appropriately
• Answer, screen and record telephone calls
• Maintain telephone system and agency directory
• Process incoming and outgoing mail; deliver outgoing mail to Post Office
• Maintain the reception area/café
• Place orders for supplies
• Support with on-site events and food arrangements
• Answer basic policy owner/policy benefit questions
• Act as administrative support for financial representatives/staff as needed
• Complete and/or assist with projects as assigned by the Office Manager/Director of Operations
• Cross-train in other support roles

Operational Support for new financial representatives

• CRM administrative support (inputting and managing client records and activities)
• Maintain electronic client file documentation.
• Creating prospecting/marketing lists
• Process, or collaborate with others to complete risk product service requests such as name and address changes, beneficiary changes, updates to Insurance Service Accounts to facilitate the collection of payments, etc.

Job Type: Full-time

Pay: $35,000.00 - $40,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Employee discount
• Flexible schedule
• Health insurance
• Paid time off
• Vision insurance

Shift:

• Day shift

Weekly day range:

• Monday to Friday

Ability to Commute:

• Williamsville, NY 14221 (Required)

Ability to Relocate:

• Williamsville, NY 14221: Relocate before starting work (Required)

Work Location: In person