Receptionist
Core
Front desk operations including phone answering, visitor greeting, mail processing, and client service request handling for an insurance brokerage.
Role type
Administrative Receptionist
Builds
Office front desk operations and client intake processes
Domain
Insurance brokerage / Office Administration
Deliverable
product features
Required skills
Multi-line phone system operation, visitor direction, fax monitoring, front desk maintenance, client service request processing, mail processing, deposit processing, database assistance, electronic file maintenance, priority organization, clerical skills, verbal communication, telephone etiquette, Microsoft Office (Word, Outlook, Excel), internet utilization
Preferred skills
Insurance knowledge, P&C license
Responsibilities
Answer multi-line phone system, greet and direct visitors, monitor faxes, maintain front desk area and lobby, process client service requests, process incoming mail and deposits, assist account managers with requests and database building, maintain electronic client files, follow agency procedures and regulations, organize and maintain priorities, work with minimal supervision
Seniority
Entry-level to Junior, individual contributor