Office/Phone Coordinator

Eastern Insuring Agency
Plattsburgh, NY

Office / Phone Coordinator

📍 Plattsburgh, NY


About the Role

We’re looking for a highly organized and customer-focused Office / Phone Coordinator to join our Plattsburgh team. This role is the first point of contact for many of our clients and plays a critical role in delivering an exceptional customer experience while supporting daily office operations.

If you thrive in a fast-paced environment, enjoy helping people, and take pride in staying organized and efficient, this could be a great fit.


Job Summary

The Office / Phone Coordinator performs a variety of administrative and clerical duties while serving as a key communication hub for the office. This role interacts directly with customers, helping address inquiries, route requests, and support service needs.


What You’ll Do

Front Office & Administrative Support

  • Greet visitors and provide a welcoming, professional experience
  • Handle incoming and outgoing mail
  • Process daily deposits
  • Assist with photo inspections and related documentation


Customer Communication

  • Answer incoming calls and direct them appropriately
  • Take detailed messages and ensure timely follow-up
  • Respond to customer inquiries via phone, email, chat, and in person
  • Make outbound calls to support client service and follow-ups
  • Escalate complex questions or concerns to the appropriate team member


Data & Record Management

  • Copy, sort, and file documents related to business operations
  • Maintain accurate records within Agency Management Systems and CRM platforms
  • Document all customer interactions, including inquiries and resolutions
  • Prepare letters, memos, forms, and reports as needed
  • Follow established processes to ensure consistent, high-quality service


Additional Responsibilities

  • Support team members and leadership with administrative needs
  • Perform other related duties as assigned


What We’re Looking For
  • Strong communication skills with a focus on active listening
  • Professional and friendly customer service approach
  • Excellent verbal and written communication skills
  • High level of organization and attention to detail
  • Ability to manage time effectively and meet deadlines
  • Comfortable working with technology and office systems
  • Previous customer service experience is a plus—but we’re happy to train the right person


Physical Requirements
  • Ability to sit for extended periods and work at a computer
  • Occasionally lift up to 15 pounds


Why Join Us?
  • Supportive, team-oriented environment
  • Opportunity to grow within the organization
  • Training and development provided
  • Be part of a company that values service, efficiency, and client experience


If you’re someone who enjoys helping people, staying organized, and being at the center of a busy office, we’d love to hear from you.


Apply today and join our Plattsburgh team.


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