Office and Work Flow Coordinator

Responsive recruiter

Benefits:

• 401(k)
• Competitive salary
• Opportunity for advancement

Office and Work Flow Coordinator 

Compensation
$20.25 per hour.

Position Schedule: Part-time, 8:30 AM–12:30 PM

Position PurposeThe Cuyahoga Falls Office & Call Flow Coordinator is responsible for ensuring that the business operates smoothly throughout the workday and that every incoming customer call or inquiry receives prompt attention.

The primary responsibility of this position is to answer incoming calls, identify the customer’s needs, and quickly connect or park the call for the appropriate sales or service team member. The Coordinator also monitors customer inquiries, office workflow, basic policy compliance, reporting, and daily operational needs to ensure issues are identified and addressed quickly.

This position serves as the responsible on-site presence in the Cuyahoga Falls office and helps maintain organization, accountability, accuracy, and a high level of customer service.

Primary Responsibilities

Call Handling & Customer Experience

• Answer incoming calls promptly and professionally.
• Determine whether each caller needs sales, service, payment assistance, or another form of support.
• Place or park calls into the appropriate queue so the correct team member can assist the customer
• Monitor parked calls to ensure customers are actually picked up by an available team member
• Follow up when a parked or transferred call is not answered.
• Monitor missed and abandoned calls throughout the day and ensure customers are contacted promptly.
• Take accurate messages when appropriate and ensure they reach the correct employee.
• Escalate urgent or unresolved customer situations to the appropriate leader.
• Maintain the standard that every customer receives timely assistance and no call is ignored or forgotten.

Lead & Inbound Inquiry Management

• Monitor incoming web leads, voicemails, messages, and other inbound customer inquiries.
• Ensure new leads and inquiries are assigned to the appropriate team member promptly.
• Identify leads or inquiries that have not received timely follow-up.
• Follow up with team members when customer inquiries remain outstanding.
• Escalate neglected or unresolved leads and customer requests when necessary.
• Help ensure inbound opportunities are not lost because of delayed or missed follow-up.

Office Call Flow & Coverage

• Actively monitor call volume and customer demand throughout the day.
• Communicate with sales and service employees when customers are waiting.
• Help coordinate lunches and breaks to maintain adequate customer coverage.
• Identify coverage issues before they negatively affect customers.
• Notify management when call volume exceeds available staffing or when recurring coverage problems are identified.
• Identify patterns involving unanswered calls, excessive wait times, or other breakdowns in call handling.
• Work with leadership to continuously improve the customer call experience.

Customer Support

• Assist customers with routine requests that fall within the scope of the position.
• Take customer payments when appropriate.
• Gather basic information from customers before connecting them with an agent.
• Direct customers to the appropriate sales or service resource.
• Greet and assist customers or visitors who come into the Cuyahoga Falls office.
• Receive and document customer complaints before escalating them to the appropriate team member or manager.
• Maintain a professional, friendly, and helpful demeanor with every customer interaction.

Auditing & Reporting

• Perform routine audits of recently written policies to verify required documentation and administrative steps have been completed.
• Verify that required electronic signatures have been completed and identify outstanding signatures requiring follow-up.
• Identify missing, incomplete, or inconsistent policy documentation and communicate deficiencies to the appropriate employee or manager.
• Track completion of outstanding documentation and follow up until deficiencies are resolved.
• Review policy records for other administrative requirements established by company leadership.
• Track and report the percentage of customers enrolled in automatic payments.
• Track other operational, customer, or policy metrics requested by leadership.
• Prepare recurring reports showing audit results, completion rates, trends, and outstanding items.
• Identify recurring documentation or process problems and bring them to management’s attention.
• Assist leadership with basic data collection and reporting needed to evaluate office and company performance.
• Maintain accurate records of completed audits and follow-up activity.
• Perform additional quality-control reviews as assigned by management.

Administrative & Leadership Support

• Provide administrative and operational support to upper management as requested.
• Complete ad hoc assignments and follow-up tasks from company leadership, particularly during periods of lower call volume.
• Follow up with employees, customers, vendors, carriers, or other parties to obtain information or ensure assigned items are completed.
• Research and gather information requested by management and provide concise summaries or status updates.
• Assist with basic spreadsheets, reports, data entry, document organization, and other administrative projects.
• Track assigned action items and follow through until they are completed or appropriately escalated.
• Assist management with one-time projects, operational initiatives, and other business needs as they arise.
• Proactively use available downtime to complete auditing, reporting, administrative, and follow-up responsibilities rather than waiting for additional direction.
• Maintain flexibility as business priorities change and take on other reasonable duties assigned by company leadership.

Cuyahoga Falls Office Operations

• Serve as the primary responsible on-site presence for the Cuyahoga Falls office during scheduled working hours.
• Complete basic opening and closing responsibilities for the office.
• Confirm that phones, computers, and other essential systems are operational at the beginning of the workday.
• Communicate attendance, coverage, or significant office issues to management.
• Maintain an organized, professional, and customer-ready office environment.
• Coordinate basic office supplies, vendors, deliveries, maintenance, and facility needs.
• Perform basic troubleshooting of phones, computers, printers, headsets, and other office equipment and escalate unresolved technology issues.
• Carry out operational requests from company leadership.
• Communicate problems promptly rather than allowing them to become larger issues.

New-Hire & Team Support

• Help prepare workstations, equipment, supplies, and office access for new Cuyahoga Falls employees.
• Coordinate with HR and training personnel to ensure new employees are prepared for their first day.
• Support employees with routine office and administrative needs.
• Reinforce established company procedures and operating expectations.
• Help ensure employees follow established call-handling and customer-service procedures.

Operational Reporting & Accountability

Monitor key daily office and customer-service issues.

Provide leadership with a concise daily operational update covering significant items such as:

• Staffing or attendance issues
• Call coverage problems
• Missed or abandoned calls requiring attention
• Unresolved customer issues
• Technology or facility problems
• Audit or documentation issues requiring management attention
• Outstanding management requests or follow-up items
• Other issues management should be aware of
• Identify operational or behavioral issues occurring in the office and communicate them promptly to management.
• Support management initiatives and help ensure changes directed by leadership are implemented in the Cuyahoga Falls office.
• Maintain professionalism, discretion, sound judgment, and confidentiality.

What This Position Does Not Own

This is an office operations, call-flow, administrative support, and quality-control position, not a traditional Branch Manager position.

The position does not independently own:

• Hiring or termination decisions
• Formal employee discipline
• Employee performance reviews
• Compensation decisions
• Sales quotas or producer performance management
• Formal sales coaching
• Company strategy
• Final staffing decisions
• Changes to company policies

These responsibilities remain with TrueCut leadership.

Standard for Success

The fundamental expectation of this position is simple:

Every customer gets taken care of, and important operational details do not fall through the cracks.

A successful Cuyahoga Falls Office & Call Flow Coordinator ensures that calls are answered, customers are connected with the appropriate person, missed opportunities are recovered, inbound inquiries receive timely follow-up, required policy documentation is completed, basic operational metrics are accurately reported, management requests are followed through to completion, the office remains organized, and leadership knows about problems before they become larger issues.

The Coordinator should make the Cuyahoga Falls operation more reliable, responsive, accurate, and organized while allowing sales and service employees to remain focused on serving customers and producing results.

Compensation: $20.25 per hour

We understand that insurance is about more than just paperwork—it’s about protecting the dreams, families, and businesses of our neighbors. Our agency has built a reputation for integrity and expertise, serving as a trusted advisor in an ever-changing world.

We believe that a successful agency starts with a supported team. We’ve cultivated a professional environment where continuous learning is encouraged and hard work is recognized. Whether you are an experienced agent or looking to break into the industry, we provide the tools, technology, and mentorship you need to become a true expert in the field.