Front Desk Receptionist & Office Coordinator jobs in United States
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Northwestern Mutual · 15 hours ago

Front Desk Receptionist & Office Coordinator

Northwestern Mutual has been helping clients with financial planning for over 160 years. The Front Desk Receptionist & Office Coordinator will serve as the primary contact for customers and assist with various office administrative tasks.

AdviceConsultingEmployee BenefitsFinanceFinancial ServicesInsuranceLife InsuranceWealth Management
Hiring Manager
Adam J. Bell
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Responsibilities

Greet visitors and direct them appropriately
Answer, screen and record telephone calls
Maintain telephone system and agency directory
Process incoming and outgoing mail; federal express to home office nightly mail
Report policies and other reporting requirements
Log and process incoming investment checks – email FR’s for instructions
Log incoming and outgoing policies
Maintain the reception and Kitchen areas
Act as a liaison between office and building management to address issues
Make copies, e-file incoming investment correspondence, maintain copy and fax machines
Maintain inventory and order office supplies as needed
Answer basic policy owner/policy benefit questions
Act as administrative support for financial representatives/staff as needed
Complete and/or assist with projects as assigned by the Office Manager/Director of Operations
Cross-train in other support roles

Qualification

Customer service experienceMicrosoft Office experienceMulti-line phone experienceOrganizational skillsCommunication skillsIndependent decision-makingMulti-taskingInterpersonal skillsProblem-solvingDetail-orientedFlexibility

Required

Basic computer and Microsoft Office experience
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
Customer service experience

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