Front Desk Coordinator

Informed Choice Insurance Agency • Green Bay, WI

22d • $22 - $26 • Onsite

About The Position

The Front Desk Coordinator is part of our Customer Service Team primarily acts as a liaison, providing information to our customers, answering questions and concerns, and resolving issues through appropriate channels.

Requirements

• Proficient in Microsoft Suite
• Excellent written and verbal communication skills
• Minimum three years' experience in a reception or customer-facing service role

Nice To Haves

• Health and or Life License preferred; but not required

Responsibilities

• Meeting and greeting clients
• Maintaining a tidy reception area at all times
• Reception duties: incoming/outgoing mail, point of contact for vendors, entering/scanning documents, maintaining visitor log, and additional responsibilities as assigned.
• Answering inbound phone calls, providing customer support, scheduling appointments
• Keeping records of customer interactions in our client database, recording details of inquiries, complaints, and comments, as well as actions taken
• Follow up client inquiries/issues
• Recognizing, documenting and alerting the supervisor of any trends in customer calls
• Assisting New Business by adding new policies and verifying submitted policies
• Sympathy Program Administrator: Monitor obituaries, send cards and update CRM
• Order and organize plan material and up to date pdfs
• Special projects and other administrative duties as assigned

Benefits

• Competitive base salary with a bonus structure based on your new and renewal business
• Fully company-funded healthcare coverage (medical, dental, and vision) for full-time employees
• Complimentary life insurance, identity theft protection, and a 401(k) plan with matching contributions
• Access to an Employee Assistance Program for added support
• Optional voluntary benefits for extra peace of mind
• Half-day Fridays from January through September, with full-day pay, to support work-life balance
• Paid company holidays
• Immediate access to paid time off, including sick leave
• Opportunities for professional development to grow your skills and advance your career

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed