Office Coordinator jobs in United States
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Northwestern Mutual ยท 1 day ago

Office Coordinator

Northwestern Mutual is seeking an Office Coordinator to serve as the primary contact for customers and policy owners. This role involves assisting with various office-related functions and ensuring smooth operations within the St. Cloud district office.

AdviceConsultingEmployee BenefitsFinanceFinancial ServicesInsuranceLife InsuranceWealth Management

Responsibilities

Greet visitors and direct them appropriately
Answer, screen, and record telephone calls
Maintain telephone system and agency directory
Train new personnel on how to use the phone system
Process incoming and outgoing mail; deliver outgoing mail to Post Office
Maintain the reception area
Maintain inventory and order office supplies as needed
Answer basic policy owner/policy benefit questions
Complete and/or assist with projects as assigned by the Director of Operations and SET Team Lead
Cross-train in other support roles
Complete the intake of daily checks through communication with Advisor Teams

Qualification

Customer service experienceMicrosoft Office experienceMulti-line phone experienceOrganizational skillsProfessional office skillsIndependent decision-makingMulti-taskingWorking with peopleInterpersonal skillsProblem-solvingWritten communicationOral communicationFlexibility

Required

Basic computer and Microsoft Office experience
Filing skills
Ability to handle detailed work with high degree of 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 to make sound decisions
Ability to multi-task
Ability to be flexible and open-minded
Ability to work effectively with people at all levels

Preferred

Multi-line phone experience preferred
Customer service experience strongly preferred

Company

Northwestern Mutual

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Northwestern Mutual delivers financial security to millions with life, disability income and long-term care insurance, and investments.

Funding

Current Stage
Late Stage

Leadership Team

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Timothy Gerend
Chairman, President and CEO
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Phil Odella
COO/CFO
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Company data provided by crunchbase