Front Desk Coordinator

MountainOne Insurance Agency, Inc.; Pittsfield (MA); On-site; USD 28,000 - 29,000; Full time

Job summary

MountainOne Insurance Agency, Inc. is seeking a Front Desk Coordinator in Pittsfield, MA. This role provides a welcoming first impression for clients and handles call-ins and walk-ins with courteous, professional service.

The position reports to the Personal Lines Supervisor and requires strong multitasking, organizational, and communication skills to support Account Managers and office operations. Salary ranges between $20.00 and $21.00 per hour, with potential flexibility based on experience.

Qualifications

• 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 company’s 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.

Responsibilities

• Demonstrates and consistently practices the MountainOne Customer Service standards.
• Answer all incoming calls and direct to appropriate Account Manager or department.
• Take payments from clients and process according to Company procedures.
• Mail or post payments to company web-sites 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 RTA’s (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 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.

Skills

People skills

Verbal communication

Multi-tasking

Client service

Education

High School Diploma

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Front Desk Coordinator

Pittsfield, MA, US

8 days ago Requisition ID: 1209

Salary Range: $20.00 To $21.00 Hourly

Position: Front Desk Coordinator

Reports to: Personal Lines Supervisor

Grade: 102

Location: Pittsfield Insurance Office

The pay range for this position is $20.00 - $21.00 an hour dependent upon qualifications and experience.

Job Summary:

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 call-in and walk-in clients.

Primary Responsibilities:

• Demonstrates and consistently practices the MountainOne Customer Service standards
• Answer all incoming calls and directing to appropriate Account Manager or department.
• Take payments from clients and process according to Company procedures.
• Mail or post payments to company web-sites 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 RTA’s (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 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.

Qualifications:

• 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 company’s 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