Front Desk Coordinator
4 weeks ago
At Northwestern Mutual, we've been helping our clients achieve their financial goals for over 160 years. Our comprehensive financial planning and innovative products empower our clients to live their best lives.
We combine the expertise of our financial professionals with personalized digital experiences and industry-leading products to deliver exceptional results. Our tailored approach includes multiple financial strategies, such as insurance, investments, and annuities, designed to work together seamlessly.
Our Financial Advisors are valued partners and proud business owners. We foster a culture of inclusivity and belonging, where diverse perspectives drive success.
The RoleThe Front Desk Receptionist and Office Coordinator serves as the primary point of contact for customers and policy owners, providing exceptional service and support. Key responsibilities include:
- Greeting visitors and directing them to the appropriate personnel
- Answering, screening, and recording telephone calls
- Maintaining the telephone system and agency directory
- Processing incoming and outgoing mail, including federal express to the home office
- Reporting policies and other requirements
- Logging and processing incoming investment checks and email instructions
- Logging incoming and outgoing policies
- Maintaining the reception and kitchen areas
- Acting as a liaison between the office and building management to address issues
- Making copies, e-filing incoming investment correspondence, and maintaining copy and fax machines
- Maintaining inventory and ordering office supplies as needed
- Answering basic policy owner/policy benefit questions
- Providing administrative support to financial representatives and staff as needed
- Completing and/or assisting with projects assigned by the Office Manager/Director of Operations
- Cross-training in other support roles
Qualifications:
- Basic computer and Microsoft Office experience
- Multi-line phone experience preferred
- Customer service experience strongly preferred
- Ability to handle detailed work with high 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 and make sound decisions
- Ability to multi-task
- Ability to be flexible and open-minded
- Ability to work effectively with people at all levels
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