What are the responsibilities and job description for the Front Desk Coordinator position at Whalen Insurance Agency?
Our agency is looking for a Front Office Coordinator. We are a small local agency that has been in business for over 50 years. We are looking for a individual to handle client-facing duties as well as general office management tasks. The ideal candidate has excellent communication and multitasking skills, a positive attitude and a strong work ethic.
Responsibilities:
- Answer all incoming phone calls. Transfer the calls to an available Account Executive. Greet customers that walk into the office and connect them with the appropriate person.
- Process and transmit customer payments to the insurance company. Document the information into the agency management system. Reconcile the cash receipts daily.
- Process customer claims into the agency management system. Run claims reports on the company websites and attach to the customer’s file. Process cancellations and re-instatement notices.
- Scan daily paperwork and attach it to the customer’s file.
- Maintain and order supplies from various vendors.
- Assist and support Account Managers; processing, renewals, correspondence.
- Maintain and order supplies
- Open and distribute mail.
- Other tasks as needed.
Requirements:
- We are looking for a motivated individual who possess a genuine willingness to learn, be intuitive and resourceful.
- Proficiency to multi-task.
- Excellent communication/interpersonal skills
- 2 years of experience as a Receptionist or Administrative Assistant
- Exceptional customer service skills and professional phone manner.
- Working knowledge of spreadsheets and word processing documents with the desire to learn an insurance specific management software.
- Works well with other employees and is a team player.
Benefits:
- Health and dental insurance (partially funded)
- Paid vacation days, sick days and personal time
- 11 Paid Holidays
- 401 (K) Pension Plan
- Short-term and Long-term Disability Insurance
Job Type: Full-time
Schedule:
- Monday to Friday
Work Location: In person
Job Type: Full-time
Benefits:
- 401(k) matching
- Dental insurance
- Flexible spending account
- Health insurance
- Paid time off
Schedule:
- Monday to Friday
Experience:
- administrative: 2 years (Preferred)
Work Location: In person