Client Relations Coordinator / Receptionist

Location: Boca Raton, FL, In office.

The Opportunity

Our clients count on us as their complete back-office support; from quoting and illustrations to marketing and product delivery, we are their one-stop shop. The Client Relations Coordinator is our agent's first point of contact when they reach out for assistance. They are responsible for cultivating a professional and friendly atmosphere, either over the phone or with in-person visitors at the office and performing various administrative tasks to support our operations teams.

What To Expect

In our fast-paced environment, our Client Relations Coordinator will answer and properly route incoming calls from agents and clients. You will take messages, greet clients, and manage mail and email correspondence. There is a very high volume of email and hardy-copy correspondence that you will need to disburse accurately and efficiently. You also may assist various departments with scanning and printing documents, planning office events, and ordering supplies. Your good computer and time management skills and dedication to detail are crucial to your success with our company.

Because of the dynamics in the insurance industry, you must communicate effectively with our agents to determine who can best service their needs, enjoy being on the phone, and thrive in meeting and exceeding goals. Working closely with colleagues professionally is a priority, and you must also feel comfortable receiving feedback on your work and coaching from the management team.

Duties And Responsibilities

Answer phones, effectively route calls, and take messagesGreet clients and visitorsManage inventory of office suppliesSort, scan and properly disburse a high volume of mail and email, including policies and commission checksReview and forward emails to the correct partiesCreate labels and drop off packages for all outgoing mail (USPS and Fed Ex)Perform other clerical tasks as needed

Desired Skills & Experience

Insurance experience a plus

2+ years of Administrative or clerical experience

Strong attention to detail and accuracy

Confidence with computers

Self-starter with the ability to multi-task and prioritize

Demonstrated time-management and organizational skills

Desire to learn

Dedicated to excellence in service and support

Excellent interpersonal and communication skills

Ability to provide excellent customer service to both internal and external clients

Outgoing personality

Calm and professional demeanor

The national average salary for this role is $45,000 to $50,000 in base pay and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.

WHY JOIN US?

15th Largest Broker in USVoted " Best Place to Work" in the Insurance IndustryAwesome Benefits: 401K matching, Generous Time Off Policy, Flexible Work Options, Medical, Dental, Vision, Pet Insurance, Cancer Insurance, Wellness Programs, Employee Award Programs (Trips!).

EPIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients.