Front Desk Account Manager

Job Description

Full time front desk position in a fast-paced office environment—walk-ins are frequent for anything from payments to quotes to carrier representative visits in the midst of answering phone calls and managing customer accounts for servicing and upcoming renewals. An ideal candidate would thrive in an environment with many moving parts and consistent face-to-face interactions, would be able to handle occasional high-emotion interactions with grace and patience, would have the ability to utilize free time efficiently, and would be able to communicate his/her needs and expectations with both customers and colleagues effectively.

Our office has a general expectation of efficient multi-tasking and open communication.

Benefits:

• 40 hours a week:
  Monday-Friday from 8:30 to 5:30 with a one-hour lunch
• Hourly wage- starting at $18 with future pay raises based on competence and ability to learn and improve
• Dental & Vision Insurance / Aflac Insurance / Life Insurance / 401K
• Accrued Vacation & Sick Time / Paid Holidays

• Paid Time Off (PTO)
• Dental Insurance
• Vision Insurance
• Health Insurance
• Life Insurance
• Retirement Plan

Jobs Duties:

Front Desk:

• Processing cash/check payments in person or that have been mailed in as well as credit card payments in person or over the phone
• Data Entry- collecting and inputting data on prospects and clients
• Processing incoming mail—scanning it into the customers account or scanning and emailing it to the appropriate agent/staff member
• Processing general incoming emails—attaching to the customers account forwarding to the appropriate agent/staff member
• Mailing documents to insureds/carriers if needed by remote staff/agents or customers
• Shredding all scanned documents on a daily basis in compliance with privacy policies mandated by the WA OIC
• Time allowing, mundane office tasks such as tidying and restocking are appreciated

Team Member:

• Communicate – If you need support, ask for it—we’re here to help each other!
• Be Transparent – Insurance tends to come with negative labels. Being honest helps negate those labels and improves relationships with both customers and colleagues
• Utilize the resources available to you – There are workflows for virtually any task you could do, and between carriers and colleagues, many people to ask for guidance from

Requirements:

• Successful completion of our management systems and carriers training courses
• A minimum of six months prior work experience with preference toward a fast-paced position in the service or retail industry
• Experience with handling cash and/or checks is required
• Front desk experience is preferred, but not required
• Prior experience with computers or technology (we use Microsoft Office 365) is
• preferred
• Organized and detail-oriented
• Ability to self-manage:
  Most of our staff work remotely—you must be able to keep yourself on task without micromanagement
• Ability to multitask and prioritize tasks as they come in based on quick assessment while compartmentalizing in-office tasks and virtual ones
• A positive attitude, a sense of humor, and a thick skin—no one’s going to laugh at you, but you should be able to laugh at yourself
• You’re the face of the company!
• Enjoying in-person interactions and getting along with people is essential