Office Assistant/Personal Markets Coordinator

JA Counter, an Alera Group Company is seeking a Receptionist and Office Coordinator to join theirteam.

Are you looking to be part of a company where you have exciting opportunities to learn, grow and make a positive impact?

Join a team where each employee is empowered to listen generously, speak straight, collaborate, and build each other up through mutual accountability and shared success?

If that is what youre looking for, this is your chance to be part of an amazing organization JA Counter is as an investment and insurance agency, specializing in individual and employer sponsored risk and benefit consulting.

Our mission is to provide exceptional service to our clients as we provide innovative, customized solutions, education, knowledge, and resources delivered with integrity and professionalism.

Responsibilities The Receptionist and Office Assistant will report to the JA Counter Chief Client Officer or Department Lead.

Considered an internal project and service role, this position has the primary responsibility ensuring the efficient operation of the front desk and office; working to achieve the goals of first call resolution and personalized connections for all JA Counter clients.

This important role serves as the first impression for new and existing customers.

Primary office receptionist for incoming calls and visiting clients.

This includes answering all phone calls, directing calls to appropriate party, taking messages and making appointments for office staff.

Greet clients and customers, determine nature and purpose of visit, and direct or escort them as appropriate.

Reply to email, telephone, fax, and in-person inquiries with accuracy.

Maintain the office environment for cleanliness and ordering/reordering supplies.

Ensuring adequate inventory levels in a cost-effective manner.

Troubleshoot technology or machines, such as copiers, when needed, to include working with vendors as required.

Assist internal departments with on-going administrative support on an as needed and on-going basis.

Maintain computer and paper files clients ensuring insurance information is up to date and accurate in appropriate internal documentation systems.

As requested, prepares client outreach mailings, accurately and timely, including but not limited to weekly birthday letters, new client letters, annual client satisfaction survey.

Perform mail duties including picking up at and delivering mail to Post Office, opening, sorting and distributing mail to office staff.

Perform weekly bank deposits.

Manages office security protocols including, but not limited to, management of security, distribution and collection of security fobs and management of door security codes.

Manages building conference room schedule and coordinating access.

Various building management tasks, including, but not limited to coordinating with maintenance on required items to be addressed in the building.

Complete work schedules, manage calendars, and arrange appointments.

May perform other projects for sales and administration staff and other duties as assigned.

Type, format, proofread, and edit and mail correspondence and other documents, from notes or dictating machines, using computers.

Manage office security protocols Requires physical, front desk coverage from 8:00 a.m.

to 4:30 p.m.

Back up available and to be coordinated by Office Assistant.

Qualifications Individual in this role must be willing to get fingerprinted and have a background check.

Education High School Diploma or equivalent education and experience Experience Experience working in an office environment, managing a phone system and coordinating work schedules for others Proficient with Microsoft Office Suite and CRM systems Demonstrated experience working with minimal supervision and direction from multiple people Equal Opportunity Employment We’re an equal opportunity employer .

All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.

If you’re a California resident, please read the California Consumer Privacy Act prior to applying.

pandoIQ PandoLogic.

Keywords: Receptionist, Location: Hammond, WI
– 54015 , PL: 544965648

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