Job Description

The Receptionist position will involve answering multiple phone lines, providing customer service to agency customers, greeting office visitors throughout the day, drafting letters & reports, and other additional clerical duties as directed by the agency owner or associates. Advancement Opportunities!

Benefits

Paid Holidays

Competitive Pay

Bonus Opportunities

Paid Time Off (PTO)

Weekends Off

Holidays Off

Responsibilities

• Process customer policy change requests.
• Handle all incoming claim calls from customers.
• Complete Evidence of Insurance requests.
• Immediately greet all customers, entering the office, in a friendly and helpful manner.
• Take premium payments from customers.
• Ask each customer for referrals and explain our referral program.
• Treat each customer contact as a cross and up-sell opportunity including financial products.
• Verify phone numbers, addresses and email addresses with each customer contact and update customer information.
• Answer incoming phone calls on the first ring.
• Provide exceptional customer service.
• Be outstanding at relationship building.
• Foster strong relationships with our customers to maintain a high level of client retention and product loyalty.
• Provides on-going support to insurance clients as needed.

Requirements

• Possess a genuine willingness to learn, be intuitive and resourceful and be coachable.
• Possess an upbeat, positive and enthusiastic attitude.
• Proficiency to multi-task, follow-thru and follow-up.
• Excellent Communication/interpersonal skills.
• A Property & Casualty license is preferred but will train good individual.
• Professional phone etiquette.
• Excellent Spelling and Grammar skills.
• Great Customer Service Skills.
• Works well with other employees and is a team player with a positive attitude.
• Bilingual, fluent in both English and Spanish is beneficial. Adhering to strict FCC rules, please don’t apply if you have any charges related to theft, violence, drugs within the past seven years or ANY past convictions concerning violation of the FCC rules.