Office Coordinator

Job Description

Job Description

The responsibility of the  Office Coordinator  position is to serve as the primary contact for customers and policy owners as they call and enter the office and to assist with office related functions of the team. This role will be full-time in the St. Cloud district office, hours of 8:00am-4:30pm M-F.

Specific responsibilities include but will not be limited to:

Reception

• Greet visitors and direct them appropriately
• Answer, screen, and record telephone calls
• Maintain telephone system and agency directory
• Train new personnel on how to use the phone system
• Process incoming and outgoing mail; deliver outgoing mail to Post Office
• Maintain the reception area
• Maintain inventory and order office supplies as needed
• Answer basic policy owner/policy benefit questions
• Complete and/or assist with projects as assigned by the Director of Operations and SET Team Lead
• Cross-train in other support roles
• Complete the intake of daily checks through communication with Advisor Teams

QUALIFICATIONS
It is recommended that the Office Coordinator Role  position have the following qualifications:

• Basic computer and Microsoft Office experience
• Multi-line phone experience preferred
• Filing skills
• Customer service experience strongly preferred
• Ability to handle detailed work with high degree of accuracy
• Excellent interpersonal skills
• Experience in problem-solving
• High level of organizational skills
• Excellent written and oral communication skills
• Professional office skills
• Ability to take independent action to make sound decisions
• Ability to multi-task
• Ability to be flexible and open-minded.
• Ability to work effectively with people at all levels