What are the responsibilities and job description for the Front Desk Receptionist and Office Coordinator position at Tailored Insurance Group?
Who are we? We are a growing specialized insurance agency on track to double our company this year that focuses on assisting the Commercial Trucking & Transportation industry. Our goal is to succeed as a company by taking care of our specialized customer base through exclusive product offerings and streamlined service to ensure our customers overall success. We are a growing Agency with room for opportunity and advancement.
Who are we looking for? We are looking for a great person to fit into our company culture that wants to create a path to success for themselves and help us continue our path as well. Ideally we are looking for a competent Front Desk Receptionist & Office Coordinator with previous working history in the industry or similar field, but we are willing to train the right individual with good communication skills and work ethic as the job requires prompt responses and working relationships with customers and outside vendors.
Ideally we are looking for someone that is serious about building a long-term career who is serious about growth within the company. Long term our company is aimed at becoming one of the top 100 largest insurance brokerages within the industry within the next 5 years.
Responsibilities
- Receive Inbound Phone Calls from various points of contact (i.e. Insureds/Clients, Vendors, Claimants, Underwriters, Legal Firms, etc.)
- Review Phone Call Requests & Properly Route to Internal Staff (i.e. Customer Services Representatives, Sales Agents, Accounting, Management, etc.)
- Create Ticket/Service Requests for the Team
- Review & Assign Ticket/Service Requests for the Team
- Effective Communicating with outside Vendors (i.e. Insurers, Wholesalers, Finance Companies, etc.)
- Be able to be on time 8AM and work a full day to 5PM. Working your scheduled shift (8AM-5PM - M-F)
- Proven experience as a Customer Service Representative or another similar role
- General Skills with software's such as: Outlook, Excel, Adobe, and general CRM use (Example: Zoho, Salesforce, HubSpot, etc.)
- Excellent communication skills and ability to resolve various requests
- Good Attitude and Team Player
- Organizational and Time-Management skills
- Passionate about personal growth and goal oriented
Job Type: Full-time
Pay: $40,000.00 - $50,000.00 per year
Benefits:
- 401(k)
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Work Location: In person
Salary : $40,000 - $50,000