Receptionist

Overview

This role supports all service areas of the Operations and Advisor Experience Department and aims to provide a memorable experience that exceeds our client’s expectations.

Role & Responsibilities

• Perform administrative tasks, including illustrations, letters, certifications, reports, and communications.
• Operate telephone switchboard to answer, screen, or forward calls, providing information and taking messages.
• Receive and send faxes.
• Sorting and handling daily e-mails and calls from clients, agents and staff before the end of the business day, in exceptional circumstances, in a reasonable timeframe (within 24 hours).
• Maintain the work log (agenda) updated daily.
• Receive visitors, determine the nature and purpose of the visit, and direct or escort them to specific destinations.
• Prepare daily outgoing packages to send checks, paperwork, and correspondence to the Home Office or external vendors.
• Collect, sort, distribute, or prepare mail, messages, or courier deliveries, including the Home Office pouch, within company standards.
• Maintain a log of all correspondence left at the reception, whether it goes by mail, courier, or messenger.
• Receive and maintain a log of all checks received at the front desk.
• Make the orders of necessary marketing materials. Keep the inventory and ensure that all materials are updated.
• Assist with confirming the participant’s attendance for meetings and trainings.
• Provide support with the coordination of meetings and trainings, as needed.
• Schedule and coordinate with the agents and staff the daily reservation of the conference rooms.
• Ensure that conference rooms are clean, tidy, and stocked with all necessary materials and equipment before and after each use.
• Maintain supplies' inventory.
• Enforce the Firm’s COVID-19 infection prevention protocol.
• Occasional special projects.
• Additional tasks may be assigned as needed.
• Keep records of client interactions or transactions, details of inquiries, issues, changes, and all actions taken.
• Performs holistic customer service that reflects the Firm’s vision, mission, and values.
• Provide service to clients and producers regarding policy illustrations, forms, and marketing material.
• Update client’s information in the Firm’s records and appropriate systems.
• Assemble policies for electronically o physically delivering and maintain a log.
• Help maintain the Firm’s Weekly Life Insurance Outstanding Policy Delivery Monitoring Report lower than the company average by assisting with the delivery of policies, including the follow-up process.
• Provide backup support to the Client Experience Team.

Job Type: Full-time

Pay: $12.00 - $14.00 per hour

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Work Location: In person