Insurance Front Desk & Concierge – Multi-Office Floater

Berkshirejobs; Pittsfield (MA); On-site; USD 28,000 - 29,000; Full time

Job summary

MountainOne is seeking a Front Desk Coordinator at our Pittsfield Insurance Office to deliver friendly, professional service to call-in and walk-in clients. This position requires an outgoing, team-oriented approach and the ability to multitask with accuracy in a fast-paced environment.

The role reports to the Personal Lines Supervisor and involves handling payments, opening mail, coordinating with Account Managers, and providing daily support across the office while representing MountainOne's

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 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.

Education

High School Diploma

Job description

MountainOne is seeking a Front Desk Coordinator at our Pittsfield Insurance Office to deliver friendly, professional service to call-in and walk-in clients. This position requires an outgoing, team-oriented approach and the ability to multitask with accuracy in a fast-paced environment.

The role reports to the Personal Lines Supervisor and involves handling payments, opening mail, coordinating with Account Managers, and providing daily support across the office while representing MountainOne's