First Impression Specialist / Front Desk Coordinator

Job Description

Job Description

Job Title: First Impression Specialist / Front Desk Coordinator

Leliaert Insurance Agency

Location: 410 Lincolnway W, Osceola, IN 46561

Employment Type: Full-Time

Compensation: $30,000 - $38,000 / year (Based on experience)

Benefits: Paid Time Off (PTO), Retirement Plan

Position Overview

Are you energetic, highly organized, and passionate about delivering top-tier customer service?

Leliaert Insurance Agency is a busy, dynamic, and fun Independent Insurance Agency in Osceola, and we are looking for a vibrant individual to serve as our primary point of contact. As the "face and voice" of our agency, you will set the tone for our entire client experience. You will seamlessly direct office traffic, manage crucial administrative workflows, and provide vital support to both our personal and commercial lines teams.

If you are a positive, resourceful professional who thrives in a fast-paced environment, we want to hear from you!

Key Responsibilities & Duties

Client Relations & Traffic Management

• First Impression: Warmly greet clients, prospects, and visitors upon arrival to create an inviting, professional office atmosphere.

• Funnel Management: Efficiently direct incoming phone calls, emails, and walk-in traffic to the appropriate team member.

• Client Care: Deliver exceptional customer service, answering basic inquiries and ensuring a positive, memorable interaction every time.

Insurance Account Support

• Payment Processing: Securely accept, log, and process payments for both personal and commercial lines accounts.

• Policy Transactions: Assist clients with basic personal lines service requests, file documentation, and coverage updates/changes.

• Certificate Issuance: Promptly prepare and issue commercial insurance certificates for our business clients.

• Policy Prep: Assemble and organize final policy packets, ensuring all documentation is accurate and ready for client delivery.

• Personal Lines Quoting: Gather necessary risk information and utilize carrier portals to generate accurate quotes for personal insurance prospects.

Office Administration & Marketing

• Financial Upkeep: Accurately process and record daily bank deposits.

• Mail Distribution: Sort, log, and distribute all incoming and outgoing mail and packages.

• Marketing Campaigns: Coordinate physical marketing mailings and nurture client relationships by managing our agency's birthday card program.

Qualifications, Skills, & Personal Traits

Required Qualifications

• Education: High school diploma or equivalent.

• Communication: Exceptional verbal and written communication skills with professional phone etiquette.

• Tech Savvy: Proficient with basic computer applications, modern office software, and multi-line phone systems.

Core Competencies & Skills

• Ideal Multi-tasker: Proven capacity to manage multiple competing priorities smoothly in a fast-paced environment.

• Organization: Highly organized with an excellent memory and strict attention to detail.

• Problem Solving: A natural troubleshooter who is resourceful and skilled at navigating unexpected issues.

• Thick-Skinned: Possesses "broad shoulders" to confidently manage a diverse range of client personalities with patience, empathy, and tact.

Cultural Fit & Soft Traits

• Upbeat Energy: Positive, pleasant, warm, and genuinely enthusiastic.

• Team Focused: Collaborative mindset, supportive of colleagues, and never afraid to ask questions to get things right.

• Accountable: Self-motivated, highly conscientious, responsible, and takes complete ownership of tasks.

• Adaptable: Easygoing demeanor combined with high stress tolerance to maintain composure under pressure.

Preferred Pluses (Not Required, but Awesome!)

• Industry Experience: Prior experience working within an insurance agency setting is a major plus.

• Bilingual Skills: Fluency in both Spanish and English is highly valued.

Ready to Join the Team?

Click the Apply Now button to submit your resume instantly via ZipRecruiter's One-Click Apply. We look forward to reviewing your application!

Learn more about us at