Client Experience Coordinator

Patriot Growth Insurance Services, LLC•Taunton, MA

1d•$20 - $23•Hybrid

About The Position

The Client Experience Coordinator plays a crucial role in ensuring the smooth operation of Patriot's front desk and providing excellent customer service to clients and visitors. This position is responsible for handling various administrative tasks and promoting a positive and welcoming atmosphere at the office.

Requirements

Previous experience as an administrative assistant or receptionist
Excellent communication skills, both written and verbal, to convey information clearly and transparently.
Strong organizational skills, with the ability to prioritize tasks and manage daily responsibilities effectively.
Display a high level of attention to detail when entering data and reviewing documents to avoid errors and ensure data integrity.
Ability to work effectively in a team environment and collaborate with team members and other departments.
Exceptional problem-solving skills, combined with a persistent approach to achieving successful resolutions.
Provide empathetic and supportive assistance to clients and visitors by being responsive to needs and creating a positive experience at the front desk.
Familiarity and proficiency in using relevant software applications, Microsoft Office Suite, and other tools used for email and data entry.
Adhere to ethical standards and maintain confidentiality when handling sensitive employee and client information.

Responsibilities

Handle incoming phone calls and efficiently direct them to the appropriate departments, ensuring clients' inquiries are addressed promptly.
Receive, sort, and distribute office mail, ensuring it reaches the intended recipients in a timely manner.
Greet and assist walk-in customers, addressing their queries and providing necessary information about the agency’s insurance products and services.
Manage incoming faxes and forward them to the relevant individuals or departments.
Regularly update the staff calendar with meetings, appointments, and other important events to ensure smooth scheduling.
Document and log daily phone calls, maintaining accurate records that will contribute to the weekly summary report.
Keep track of daily walk-in traffic, maintaining records for the weekly summary report.
Collaborate with other departments by assisting with small projects.
Play a role in training and onboarding new staff members for the front desk, ensuring a smooth integration into the team.
Strive to improve the overall efficiency and effectiveness of receptionist duties, suggesting process enhancements and implementing best practices.

Benefits

Multiple medical plan options, with preventive care covered at 100%
Free virtual medical and mental healthcare for employees and their families, plus a dedicated healthcare concierge to help you navigate benefits, compare prescription costs, and make more confident, personalized care decisions
Employer-paid short-term and long-term disability coverage
Paid parental leave
Personalized PTO that lets you take time away when you need it, without traditional accruals, plus separate sick leave
Competitive 401(k) company match to help you build your financial future
Comprehensive dental and vision coverage
Employee Assistance Program with confidential mental health, legal, financial, and work-life support
medical, dental, and vision insurance
a 401(k) with company match
personalized time off and company paid holidays