Front Desk Coordinator - MountainOne - Pittsfield

Position: Front Desk Coordinator

Reports to: Personal Lines Supervisor

Grade: 102

Supervises: None

Location: Pittsfield Insurance Office

The pay range for this position is $20.00 - $21.00 an hour dependent upon qualifications and experience. 

Job Summary:

Provide a friendly and helpful “first impression” for clients entering the MountainOne office. Must be outgoing and team oriented. This multi-task position is mainly responsible for prompt, courteous, professional service to call-in and walk-in clients.

Primary Responsibilities:

• Demonstrates and consistently practices the MountainOne Customer Service standards
• 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.
• Balance cash drawer and process and deposit checks as needed.
• Assist and direct clients as needed.
• 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.
• Daily shredding of confidential data/documents.

• 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 as needed
• Floater between all offices as needed (vacations/sick days, etc.).
• Any other duties which are required by management.

Qualifications:

• 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