The Front Desk Receptionist plays a key role in creating a positive experience for our clients. In this position, you’ll serve as the primary point of contact for our clients, answering phones and greeting customers. This is a full-time position, located in our Chatham office from 8:00 AM to 4:30 PM Monday through Friday.

Benefits

Paid Time Off (PTO)

Health Insurance

Mon-Fri Schedule

Evenings Off

• Experience in customer service, interacting with customers over phone, in-person, and email
• Upbeat and positive personality
• Eagerness to work in a team environment
• Superior multi-tasking skills
• Proficiency in Microsoft Word, Excel, and Outlook
• Experience with bookkeeping/accounting a plus, but not required
• Ability to learn quickly, from understanding agency processes and procedures to adeptly utilizing our Agency Management Software system (Applied Epic)
• Excitement to positively impact our clients and join a dynamic, growing company!

• Serve as the primary phone receptionist and front desk greeter, making clients, prospects, and visitors feel warm and welcome
• Properly route incoming phone calls to staff members
• Pick up, process, and distribute incoming mail, as well as collect and send outgoing mail daily
• Check and distribute incoming MetzWood messages (emails, texts, and faxes) several times daily
• Processing of auto & home inspections
• Responsible for various accounting/billing responsibilities such as:
• Processing payments from clients on the phone and in-person
• Operating checks, direct bill advances
• Entering and coding direct deposit commissions in Agency Management System (AMS)
• Entering commissions and fiduciary payments in AMS
• Preparing and bringing deposits to bank at least twice weekly
• Manage supply inventory and ordering for all office & kitchen supplies
• Support office culture and engagement by coordinating office events and lunches
• Update MetzWood’s procedure manuals, and other Word and Excel projects
• Miscellaneous office tasks such as watering plants, taking trash out weekly, etc.
• Other administrative tasks as needed to help the broader MetzWood team