Front Desk Coordinator

Mechanics Cooperative Bank•Pittsfield, MA
•$20 - $21

About The Position

The Front Desk Coordinator provides a friendly and helpful first impression for clients entering the MountainOne office. This outgoing, team-oriented, multitasking position is primarily responsible for prompt, courteous, and professional service to walk-in and call-in clients. The position is based at the Pittsfield Insurance Office and may float between offices as needed.

Requirements

  • High school diploma.
  • Ability to learn insurance work methods and procedures.
  • Ability to present information effectively verbally to clients, company staff, and agency staff.
  • Ability to be self-motivated, solve problems, and prioritize multiple tasks.
  • Commitment to the company’s culture and established service standards.
  • Ability to handle confidential matters with discretion.
  • Availability to travel 25% of the time outside a 25-mile radius and report to any office.
  • Ability to sit, drive, bend, answer the phone, and perform computer input.

Responsibilities

  • Demonstrate and consistently practice MountainOne Customer Service standards.
  • Answer incoming calls and direct them to the appropriate Account Manager or department.
  • Accept client payments and process them according to company procedures; mail or post payments to company websites as needed.
  • Balance the cash drawer and process and deposit checks as needed.
  • Assist and direct clients as needed.
  • Gather items for courier pickup, including scans, interoffice items, and daily deposits.
  • Open and distribute mail; sort, close, and postage outgoing mail.
  • Shred confidential data and documents daily.
  • Stamp new and renewal RTAs and enter appropriate activities into the agency management system.
  • Assist Account Managers as needed.
  • Provide backup for processing and verification.
  • Complete projects to clean up or update the computer system as needed.
  • Keep Pittsfield office supplies and equipment stocked as needed.
  • Make faxes and scans for Account Managers as needed.
  • Float between offices as needed to cover vacations, sick days, and other absences.
  • Perform other duties required by management.
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