Receptionist
Core
Front desk professional managing client intake, call triage, and administrative operations for an insurance brokerage.
Role type
Receptionist
Builds
Client intake records in broker management system
Domain
Insurance brokerage
Deliverable
client delivery
Required skills
telephone greeting, call triage, voicemail management, email distribution, data entry, payment processing, inventory management
Responsibilities
Greet clients in person and over the phone, answer and triage calls for Union Power and FirstOntario Insurance, clear and distribute voicemails, distribute emails to main inbox, set up new prospects in broker management system, tally and distribute sales/service requests to brokers, process credit card and cheque payments, complete monthly office supply inventory
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