Office Coordinator

Position Summary

This position is a full-time, professional level administrative job working in a high-volume insurance office environment. It is an individual contributor, hourly, non-exempt position. A typical day includes continuous use of telephone, computers and information systems, assisting Medicare walk in clients with any issues they may have and assisting clients arriving for scheduled appointments. Tasks include greeting clients and guests, answering questions, handling walk-ins, and maintaining the appearance and functionality of the front desk and lobby. This position will support and cultivate a welcoming, professional, and knowledgeable environment for clients and prospects. This position is responsible for contributing to a positive customer experience for all prospects, clients, and guests.

Primary Job Responsibilities:

• Greet Clients/Guests ensuring a positive first impression
• Communicate overview of RMIQ program to visitors
• Maintain office security and safety by following procedures and notifying employees of visitor/appointment arrivals
• Complete open and close duties (lobby area, camera, TV, kitchen, etc.)
• Troubleshoot client and prospect issues and take initiative to resolve on the spot
• Complete all required CRM data entry accurately and completely
• Document all conversations and activities in CRM
• Maintain professional appearance of the lobby, front desk, etc.
• Manage stock room, carrier supplies, etc.
• Notify Advisors of appointment arrivals
• Communicate basic services of RMIQ to visitors
• Keep kitchen clean and stocked; assist with ordering food for regular employee engagement lunches as requested
• Own inventory review, stocking, and ordering of office and kitchen supplies
• Ensure current marketing materials available
• Follow all Medicare and RMIQ compliance rules
• Coordinate incoming and outgoing mail/packages and Post Office services, along with notifying employees of arrival
• Provide support to Departments as needed
• Support management administrative needs
• Serve as an RMIQ ambassador internally and externally, displaying our core values of integrity, family, teamwork, knowledge, and communication

Education, Skills and Experience Requirements

• Bachelor’s degree in Business or related field or equivalent experience
• Professional demeanor with a positive attitude
• Strong people, communication, and telephone skills
• Self-motivated and takes initiative appropriate for job
• Strong organizational skills; attentive to detail
• Great time management skills; able to multi-task
• Good working knowledge of MS Office and the Internet
• Able to quickly learn and navigate CRM and other company tools and resources

  • Accepted file types: pdf, doc, docx.