POSITION SUMMARY

This position is responsible for welcoming visitors and clients by greeting, directing and announcing them appropriately.  Answering, screening, and forwarding incoming phone calls.  Receiving and sorting daily mail.

KEY ORGANIZATIONAL RELATIONSHIPS

Reports to Manager, SVP or Officer.
Works closely with Insurance Agents and clients.
DUTIES AND RESPONSBILITIES

• To perform this job successfully an individual must be able to perform each essential duty satisfactorily.
• Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
• Greeting and welcoming guests and clients.
• Make guest and visitors feel comfortable and valued while on our premises.
• Answering the phones, screening and forwarding incoming phone calls or redirect as appropriate.
• Receiving and sorting the daily mail.
• Update appointment calendars and schedule meetings/appointments.
• Perform other clerical duties such as filing, photocopying, preparing documents.
• Understanding of insurance products offered.
• Utilize EZLynx system to gather information on clients and enter information for agents
• Maintain confidentiality with all client and prospect information.
• Performs other duties as assigned.

SKILLS AND ABILITIES

• Strong communication skills both written and verbal.
• Good people skills.
• Knowledge of Microsoft Office Suite
• Ability to be resourceful and proactive in dealing with issues that may arise.
• Give accurate information.
• Ability to organize, multitask, prioritize and work under pressure.

EDUCATION AND EXPERIENCE

High School diploma and or equivalent.
Customer-oriented approach is essential.
PHYSICAL DEMANDS

• The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position.
• Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• While performing the essential duties of this position, the employee is regularly required to sit, stand, and walk, use hands and fingers to handle or feel and talk and hear.

• The employee is occasionally required to climb or balance, and stoop.  The employee must occasionally lift and/or move up to 10 pounds and rarely lift and/or move up to 25 pounds.

WORK ENVIRONMENT

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this position.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the essential duties of this position, the employee is regularly exposed to a general office environment and interaction with customers.

The preceding position description has been designed to indicate the general nature and level of work performed by employees within this position.  It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this position.

*** The above job descriptions and listed requirements can often change based on current Employer need and new projects.  Your assigned job counselor will provide you with the most up-to-date job information.

If you are a new applicant and not our current client, please fill out an application to start the process: Application