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.

Salary Range: $40000.00 - $50000.00 per year

Paid Holidays

Base Salary with Commissions

Bonus Opportunities

Paid Time Off (PTO)

Mon-Fri Work Schedule

Holidays Off

401K Plan

Career Development & Growth

Paid Volunteer Days

Team Building Activities

Hands On Training

Performance Bonuses

Professional Work Environment

Retirement Benefits

Office Snacks & Coffee

• Process customer policy change requests.
• Secure all Trailing Documents from customers.
• Handle all incoming claim calls from customers.
• Complete Evidence of Insurance requests.
• Document each customer contact in eAgent.
• Immediately greet all customers, entering the office, in a friendly and helpful manner.
• Take premium payments from customers.
• 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.
• Return all phone messages promptly.
• Share training and education knowledge and expertise with team members.
• Thoroughly understand and follow all underwriting, rating and compliance requirements.
• Maintain knowledge of new products.
• Provide exceptional customer service.
• Be outstanding at relationship building.
• Maintain client relationships with follow up phone calls.
• Maintains inventory of office supplies and forms - places orders weekly.
• Claims follow up calls.
• Obtain prospects information such as name, address, vehicle information and enter into quote sheets.
• Informs customers of promotions and new or upgraded products using prepared scripts.
• 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.
• Assess and identify the wants and needs of your customer(s) over the phone

• Possess a genuine willingness to learn, be intuitive and resourceful and be coachable.
• Possess an upbeat, positive and enthusiastic attitude.
• Be a great self-starter with a sense of urgency.
• Proficiency to multi-task, follow-thru and follow-up.
• Excellent Communication/interpersonal skills.
• Confident, self-starter who works well independently.
• Must have ability to multi-task.
• Professional phone etiquette.
• Career minded vision.
• Follow through and exceed current and prospective client expectations.
• Excellent Spelling and Grammar skills.
• Exceptional Business Writing and Editing Skills.
• Great Customer Service Skills.
• Problem-Solving Capabilities.
• Works well with other employees and is a team player with a positive attitude.
• Strong communication skills, both oral and written.
• Driven and goal-oriented individual.
• Ability to tactfully handle stressful and difficult situations.
• Be capable of handling customer rejection.
• No insurance experience required but must be willing to learn