Receptionist
Core
Front desk professional managing client interactions, call triage, and administrative operations for an insurance brokerage.
Role type
Receptionist
Builds
Client intake and office workflow management
Domain
Insurance brokerage
Deliverable
product features
Required skills
telephone communication, call triage, voicemail management, email distribution, CRM data entry, inventory management, payment processing
Preferred skills
multitasking, time management, attention to detail
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 and place orders