What are the responsibilities and job description for the Front Desk Coordinator position at MountainOne Insurance Agency?
Provide a friendly and helpful first impression for clients entering the MountainOne office. Must be outgoing and team oriented. This multi-task position is mainly responsible for prompt, courteous, professional service to walk-in clients.
Benefits
Hourly Base Salary Based on Experience
Paid Time Off (PTO)
Health Insurance
Dental Insurance
Vision Insurance
Retirement Plan
Evenings Off
Mon-Fri Schedule
Disability Insurance
Hands on Training
Responsibilities
Demonstrates and consistently practices the MountainOne Customer Service standards
Take payments from clients and process according to Company procedures.
Mail or post payments to company websites as needed.
Balance cash drawer and process and deposit checks as needed.
Assist and direct clients as needed.
Be responsible for gathering items to be picked up by courier (scanning, interoffice items, daily deposits, etc.).
Open and distribute mail.
Sort, close and put postage on outgoing mail.
Daily shredding of confidential data/documents.
Stamp RTAs (new and renewal) and enter appropriate activities into agency management system.
Assist Account Managers as needed.
Backup to processing and verification process.
Projects for clean-up or update of the computer system as needed.
Keep Pittsfield office supplies and equipment stocked as needed.
Make faxes/scans for Account Managers as needed
Floater between all offices as needed (vacations/sick days, etc.).
Any other duties which are required by management.
Requirements
High School Diploma.
Ability to learn insurance work methods and procedures.
Ability to verbally effectively present information to clients, company and agency staff.
Ability to be self-motivated, provide problem-solving capabilities and prioritize multiple tasks.
Commitment to the companys culture and established service standards.
Ability to deal with and show discretion in confidential matters.
25% availability to travel outside of 25-mile radius and report to any office.
Ability to sit, drive, bend, answer the phone, and perform computer input