Insurance Receptionist

Responsibilities

• Answer incoming calls and direct them to the appropriate person or voicemail
• Greet customers and direct them to the correct department or individual
• Schedule appointments and meetings for management
• Sort and deliver mail, including scanning documents into the agency management system
• Assist with clerical duties such as filing, copying, and computer input
• Assist with accepting customer payments
• Order office supplies and maintain regular attendance

Requirements

• High school graduate or equivalent
• Knowledge of Microsoft Word, Excel, PowerPoint, and Outlook
• Ability to communicate professionally with customers and co-workers
• Strong organizational skills and attention to detail
• Ability to operate office machines like switchboards and copy machines
• Willingness to learn insurance products and agency software

Preferred Qualifications

• Prior knowledge of insurance products and services
• Possession of relevant insurance licenses