Client Experience Coordinator Milford, MA

Patriot Growth Insurance Services |
Milford, MA |
Hybrid |
Full-Time

The Client Experience Coordinator plays a crucial role in ensuring the smooth operation of Patriot's front desk and providing excellent customer service to clients and visitors. This position is responsible for handling various administrative tasks and promoting a positive and welcoming atmosphere at the office.

• Handle incoming phone calls and efficiently direct them to the appropriate departments, ensuring clients' inquiries are addressed promptly.
• Receive, sort, and distribute office mail, ensuring it reaches the intended recipients in a timely manner.
• Greet and assist walk-in customers, addressing their queries and providing necessary information about the agency’s insurance products and services.
• Manage incoming faxes and forward them to the relevant individuals or departments.
• Regularly update the staff calendar with meetings, appointments, and other important events to ensure smooth scheduling.
• Document and log daily phone calls, maintaining accurate records that will contribute to the weekly summary report.
• Keep track of daily walk-in traffic, maintaining records for the weekly summary report.
• Collaborate with other departments by assisting with small projects.
• Play a role in training and onboarding new staff members for the front desk, ensuring a smooth integration into the team.
• Strive to improve the overall efficiency and effectiveness of receptionist duties, suggesting process enhancements and implementing best practices.

• Previous experience as an administrative assistant or receptionist
• Excellent communication skills, both written and verbal, to convey information clearly and transparently.
• Strong organizational skills, with the ability to prioritize tasks and manage daily responsibilities effectively.
• Display a high level of attention to detail when entering data and reviewing documents to avoid errors and ensure data integrity.
• Ability to work effectively in a team environment and collaborate with team members and other departments.
• Exceptional problem-solving skills, combined with a persistent approach to achieving successful resolutions.
• Provide empathetic and supportive assistance to clients and visitors by being responsive to needs and creating a positive experience at the front desk.
• Familiarity and proficiency in using relevant software applications, Microsoft Office Suite, and other tools used for email and data entry.
• Adhere to ethical standards and maintain confidentiality when handling sensitive employee and client information.

At Patriot, great benefits mean more than coverage; they mean being there through every stage of life: your health, your family, your financial future, or simply time to recharge. Whether you're working or not, life doesn't stop. Neither should your benefits.

Highlights Include:

• Multiple medical plan options, with preventive care covered at 100%
• Free virtual medical and mental healthcare for employees and their families, plus a dedicated healthcare concierge to help you navigate benefits, compare prescription costs, and make more confident, personalized care decisions
• Employer-paid short-term and long-term disability coverage
• Paid parental leave
• Personalized PTO that lets you take time away when you need it, without traditional accruals, plus separate sick leave
• Competitive 401(k) company match to help you build your financial future
• Employee Assistance Program with confidential mental health, legal, financial, and work-life support

At Patriot, we build our teams around a simple idea: people do their best work when they feel supported as whole people, not just managed as…