Client Experience Coordinator

The Client Experience Coordinator plays a crucial role in ensuring the smooth operation of Patriot's front desk and providing excellent customer service to clients and visitors. This position is responsible for handling various administrative tasks and promoting a positive and welcoming atmosphere at the office.

Handle incoming phone calls and efficiently direct them to the appropriate departments, ensuring clients' inquiries are addressed promptly.

Receive, sort, and distribute office mail, ensuring it reaches the intended recipients in a timely manner.

Greet and assist walk-in customers, addressing their queries and providing necessary information about the agency’s insurance products and services.

Manage incoming faxes and forward them to the relevant individuals or departments.

Regularly update the staff calendar with meetings, appointments, and other important events to ensure smooth scheduling.

Document and log daily phone calls, maintaining accurate records that will contribute to the weekly summary report.

Keep track of daily walk-in traffic, maintaining records for the weekly summary report.

Collaborate with other departments by assisting with small projects.

Play a role in training and onboarding new staff members for the front desk, ensuring a smooth integration into the team.

Strive to improve the overall efficiency and effectiveness of receptionist duties, suggesting process enhancements and implementing best practices.

Previous experience as an administrative assistant or receptionist

Excellent communication skills, both written and verbal, to convey information clearly and transparently.

Strong organizational skills, with the ability to prioritize tasks and manage daily responsibilities effectively.