Director of First Impressions

WHAT YOU WILL DO

Provide a Positive First Impression

• Answer phone calls in a professional manner by the third ring
• Direct calls to the appropriate associate
• Maintain general knowledge of associate movements in and out of the office
• Welcome all visitors, offer something to drink, and alert appropriate associate
• Maintain orderliness of lobby area and conference rooms
• Provide light cleaning of lobby area, conference rooms, copiers, and supply areas
• Coordinate use of the conference room and flex work stations
• Maintain an organized work environment, including desk, files, electronic folders and documents, email, voicemail, etc.
• Sort and scan mail for distribution to associates; address and postmark outgoing mail; maintain the postage meter
• Maintain inventory of office supplies, ordering as necessary
• Collect papers to be shredded and dispose in shred bins
• Assist with travel arrangements, meeting details, lunch orders, etc.
• Record holiday and office closure greetings into phone system
• Participate in scheduled department meetings
• Set and achieve performance goals

Offer Administrative Support

• Administrative support with the coordination of client accounts, including answering phones, processing incoming and outgoing mail, and organizing client documents
• Assist Advisors with marketing initiatives
• Assist with general data entry projects
• Assist or expedite mass mailings as needed
• Utilize general computer skills to download, scan, copy, and file documents
• Process statements for checks, deposits, and commissions
• Monitor and distribute incoming faxes throughout the day
• Timely and accurate completion of tasks, basic product knowledge
• Maintain orderly electronic files and information in accordance with agency standards
• Maintain confidentiality of sensitive information
• Assist sales advisors with facilitating Surety bonds (training provided)
• Other duties as assigned

WHAT YOU WILL ENJOY ABOUT BEING AN ASSOCIATE

• Company paid Voluntary Life and Short-Term Disability insurance
• Comprehensive employee benefits package (medical, dental, vision, life, and disability insurance)
• 401(k) match & company match
• Paid Time Off & Birthday PTO
• HSA or FSA
• Licensure assistance
• Security of working for a stable, independent agency with a defined path for internal succession
• A supportive team environment that celebrates success
• Positive work-life balance

• Excellent customer service and interpersonal skills
• Verbal and written communication skills
• Ability to prioritize tasks and organize effectively
• Willingness to obtain Property & Casualty insurance license within the first 60 days of employment (Assistance provided)