What are the responsibilities and job description for the Front Desk Coordinator position at Informed Choice Insurance Agency?
Front Desk Coordinator
Informed Choice Insurance Agency
Green Bay, WI
Informed Choice Insurance Agency
Green Bay, WI
About Us
Our mission is to educate our clients on the wide selection of local insurance plan options available and help them make informed decisions on which choice is right for them.
At Informed Choice, our services are no charge to our clients. This makes us uniquely different from other health and life insurance agents and companies because we’re able to listen to our clients and give personalized recommendations for plans and coverage that work with our local providers and for our clients' specific needs.
At Informed Choice, our services are no charge to our clients. This makes us uniquely different from other health and life insurance agents and companies because we’re able to listen to our clients and give personalized recommendations for plans and coverage that work with our local providers and for our clients' specific needs.
Perks and Benefits for Full-time Employees:
At Informed Choice we recognize how critical our team’s hard work and dedication is in providing our clients with exceptional service. We are proud to offer our employees a competitive salary and benefits!
- Fully company-funded healthcare coverage (medical, dental, and vision) for full-time employees
- Complimentary life insurance, identity theft protection, and a 401(k) plan with matching contributions
- Access to an Employee Assistance Program for added support
- Optional voluntary benefits for extra peace of mind
- Half-day Fridays from January through September, with full-day pay, to support work-life balance
- Paid company holidays
- Immediate access to paid time off, including sick leave
- Opportunities for professional development to grow your skills and advance your career
Position Overview:
The Front Desk Coordinator is part of our Customer Service Team primarily acts as a liaison, providing information to our customers, answering questions and concerns, and resolving issues through appropriate channels.
What You Get To Do:
- Meeting and greeting clients
- Maintaining a tidy reception area at all times
- Reception duties: incoming/outgoing mail, point of contact for vendors, entering/scanning documents, maintaining visitor log, and additional responsibilities as assigned.
- Answering inbound phone calls, providing customer support, scheduling appointments
- Making outbound calls to clients and prospects
- Keeping records of customer interactions in our client database, recording details of inquiries, complaints, and comments, as well as actions taken
- Follow up client inquiries/issues
- Recognizing, documenting and alerting the supervisor of any trends in customer calls
- Assisting New Business by adding new policies and verifying submitted policies
- Sympathy Program Administrator: Monitor obituaries, send cards and update CRM
- Order and organize plan material and up to date pdfs
- Special projects and other administrative duties as assigned
Experience Required:
- Proficient in Microsoft Suite
- Excellent written and verbal communication skills
- Minimum three years' experience in a reception or customer-facing service role
- Health and or Life License preferred; but not required
EEO Statement
Informed Choice Insurance Agency is proud to be an equal opportunity employer. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. We are committed to providing individuals with qualified disabilities reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. This policy applies to all employees and job applicants.
Informed Choice Insurance Agency is proud to be an equal opportunity employer. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. We are committed to providing individuals with qualified disabilities reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. This policy applies to all employees and job applicants.