Northwestern Mutual · 17 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.
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
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
Northwestern Mutual delivers financial security to millions with life, disability income and long-term care insurance, and investments.
Funding
Current Stage
Late StageRecent News
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