Front Office Coordinator/SET Team Member

Posted: 03/05/2023

Job Title – Front Office Coordinator/SET Team Support
The responsibility of the Front Office Coordinator/SET Team Support is to serve as the primary contact for customers and policy owners and assist with work as needed.  Specific responsibilities include but will not be limited to:
  • Greet visitors and direct them appropriately.
  • Answer, screen and record telephone calls.
  • Maintain telephone system and agency directory.
  • 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.
  • Act as administrative support for financial representatives/staff as needed.
  • Assist the Director of SET with any overflow from Team Gold.
  • Complete and/or assist with projects as assigned by the Office Manager/Director of Operations.
  • Maintain check, order and securities logs.  Handles and process all investment checks.
  • Coordinates Conference Room Schedules
It is recommended that this position have the following qualifications:
  • Basic computer and keyboarding skills
  • 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
Reports to the Director of Operations