Receptionist / Administrative Support

Position Summary:

Enjoy helping and talking to people on the phone and in person… both clients and teammates in the office. You are comfortable working on a computer all day and are detailed oriented as well, so you are computer literate. You desire to be part of a team and want to be part of the solution and not the problem.

Job Functions:

  • A welcome face of the Agency to people that call on the phone and walk in the front door.
  • Establish working relationships with clients, potential clients and companies we represent on the phone, email and on paper.
  •  Answer multi-line phone system and distribute calls to the team accordingly.
  • Supporting teammates with follow up for clients and prospects.
  • Promptly respond to client needs either on the phone or electronically.
  • Maintain client files and process routine correspondence between our agency and the client or company… both paper records and on our many different software programs.
  • Retrieve, open and distribute mail accordingly.
  • Process main email inbox and deliver to an appropriate team member.
  • Process all outgoing mail.
  • Input Claims into the agency management system.
  • Process web downloads.
  • Maintain cleanliness, organization and restocking coffee supplies of an office lobby.
  • Keep on-going inventory office supplies and order new supplies as needed.

Additional Duties:

  • Assist with other office duties as they arise and are needed.

Requirements & Skills:

  • A friendly voice and pleasant tone over the phone and in person.
  • Excellent communication skills both verbal and written.
  • Has appropriate business attire.
  • Proficient with Microsoft Word, Excel, and Outlook.
  • Type quickly and accurately.
  • Organized, structured, punctual and will follow the rules.
  • Familiar with multi-line phone system and how to use one.
  • Patient, respectful, reliable, trustworthy, friendly, supportive, articulate, kind, ethical and honest.


  • High school diploma.


  • 2 years in a professional business office.
  • No previous insurance experience is required. We will train and educate the successful candidate. However, having previous experience working within the insurance industry is a bonus.

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