Job description
Receptionist
General Responsibilities
The responsibility of this administrative support position is to serve as the primary point of contact for customers and policy owners (clients) and assist with other areas of work as needed. Specific responsibilities include but will not be limited to:
- Greet visitors and direct them appropriately
- Answer, screen, and record telephone calls
- Maintain telephone system and agency directory
- Maintain the reception, break and shared office areas
- Process incoming and outgoing mail; deliver outgoing mail to Post Office and FedEx
- Fill printer copiers with new paper and ink throughout the day
- Make copies, send, and distribute faxes
- Maintain inventory and order office supplies on an as needed basis
- Answer basic policy owner/policy benefit questions
- Act as administrative support for financial representatives/staff as needed
- Mail and receive packages, letters, and other postal items
- Maintain calendars for conference rooms, inputs meetings and appointments
- Offers New Business Support
- Mail and deliver PDAs to Home Office
- Track PDAs and ensure solid processes are in place to make sure none are missed
- Ensure paper annuity applications are signed off on and sent to Home Office
- Complete and/or assist with projects as assigned by the Managing Partner on an as needed basis
- Create PowerPoints
- Create marketing letters
- Create mailer materials
- Transcribe documents
- Cross-train in other support roles
- Sales Execution Team
- Marketing Lists
- E-file documents
- Training and Development
- Order food and prepare training room on an as needed basis
Qualifications
It is recommended that the Administrative Support position have the following qualifications:
Experience:
- Minimum of 1 year working in an office environment required
- 1 to 3 years customer service experience preferred
Core competencies:
- Computer experience required (application navigation, electronic filing)
- Ability to handle detailed work with a high degree of accuracy
- Microsoft Office, Excel, and Outlook experience required
- Excellent interpersonal skills
- Problem-solving skills
- High level of organizational skills
- Excellent written and oral communication skills
- Ability to take independent action to make sound decisions
- Ability to multi-task
- Ability to be flexible and open-minded
- Ability to work effectively with people at all levels
Job Type: Full-time
Pay: $40,000.00 - $45,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Life insurance
- Paid time off
- Vision insurance
Schedule:
- 8 hour shift
- Monday to Friday
COVID-19 considerations:
Following COVID related guidelines.
Education:
- High school or equivalent (Required)
Experience:
- Office: 2 years (Required)
Work Location: One location
jackharris.com is the go-to platform for job seekers looking for the best job postings from around the web. With a focus on quality, the platform guarantees that all job postings are from reliable sources and are up-to-date. It also offers a variety of tools to help users find the perfect job for them, such as searching by location and filtering by industry. Furthermore, jackharris.com provides helpful resources like resume tips and career advice to give job seekers an edge in their search. With its commitment to quality and user-friendliness, jackharris.com is the ideal place to find your next job.