Hybrid Client Experience Concierge

Patriot Growth Insurance Services, LLC; Taunton (MA); Hybrid; USD 28,000 - 32,000; Full time

Benefits offered by this job

Medical plans

Virtual healthcare

Disability coverage

Parental leave

Personal PTO

401(k) match

Employee Assistance Program

Job summary

Patriot Growth Insurance Services in Taunton, MA is seeking a Client Experience Coordinator. This hybrid, full-time role supports the front desk, delivers exceptional customer service, and handles administrative tasks to keep the office running smoothly.

You will answer calls, greet visitors, manage mail and faxes, maintain the staff calendar, log daily activity, and assist with onboarding. Strong communication, organization, and confidentiality are essential.

Qualifications

• Previous experience as an administrative assistant or receptionist.
• Excellent communication skills, both written and verbal.
• Strong organizational skills, with the ability to prioritize tasks and manage daily responsibilities effectively.
• High attention to detail when entering data and reviewing documents to ensure data integrity.
• Ability to work effectively in a team environment and collaborate with team members and other departments.
• Exceptional problem-solving skills with a proactive approach to resolutions.
• Provide empathetic and supportive assistance to clients and visitors by being responsive to needs.
• Familiarity with Microsoft Office Suite and data entry tools.
• Adhere to confidentiality when handling sensitive employee and client information.

Responsibilities

• Handle incoming phone calls and direct them to the appropriate departments, ensuring inquiries are addressed promptly.
• Receive, sort, and distribute office mail, ensuring it reaches the recipients in a timely manner.
• Greet and assist walk-in customers, providing information about the agency’s insurance products and services.
• Manage incoming faxes and forward them to relevant individuals or departments.
• Regularly update the staff calendar with meetings and appointments for smooth scheduling.
• Document and log daily phone calls, maintaining records for weekly summaries.
• Keep track of daily walk-in traffic for weekly reports.
• Collaborate with other departments by assisting with small projects.
• Assist with training and onboarding new front desk staff.
• Suggest process improvements to enhance receptionist efficiency.

Skills

Administrative support

Receptionist

Communication

Organization

Data entry

Teamwork

Problem solving

Empathy

Confidentiality

Tools

Microsoft Office Suite

Job description

Patriot Growth Insurance Services in Taunton, MA is seeking a Client Experience Coordinator. This hybrid, full-time role supports the front desk, delivers exceptional customer service, and handles administrative tasks to keep the office running smoothly.

You will answer calls, greet visitors, manage mail and faxes, maintain the staff calendar, log daily activity, and assist with onboarding. Strong communication, organization, and confidentiality are essential.