Front Desk Coordinator

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MountainOne
93 Main Street
NORTH ADAMS, MA 01247

Phone:(413)663-2100
Website: mountainone.com

Company Description:
MountainOne is a mutual holding company headquartered in North Adams, Massachusetts. Banking, Insurance, and Investment products are offered at full service offices in the Berkshires (Pittsfield, North Adams, Williamstown) and on Boston's South Shore (Quincy, Rockland, Scituate). MountainOne is dedicated to the local communities we serve, with a mission of delivering solutions of real value that help individuals, businesses, and community institutions manage their financial lives with clarity and confidence.

MountainOne Bank, founded in 1848, provides a complete array of personal and business banking and electronic services.

MountainOne Insurance provides personal and business insurance, bonding services and group benefits solutions.

MountainOne Investments provides individual investment services and group financial benefit plans (financial professionals offering securities and advisory services through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Advisor)

Front Desk Coordinator
To Commensurate With Experience
Pittsfield
Full Time
Insurance
High School or Equivalent
  • 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.
  • Greet all customers and vendors who visit the office and notify the appropriate parties of their arrivals.
  • 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.
  • 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 and Account Executives as needed.
  • Floater between all offices as needed (vacations/sick days, etc.).
  • Any other duties which are required by management.
  • 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