About The Role

Description*$250 Employee Referral Bonus paid after 90 days.

The Receptionist and Processor provides prompt and professional assistance to call-in and walk-in customers. Manages incoming phone calls and walk-in customers. Directs customers to the appropriate employee when their request cannot be handled at the reception desk. Assists with data entry tasks, routine filing, and clerical support as necessary. Maintains the utmost confidentiality in dealing with employee records and business information.

The Receptionist and Processor is expected to have excellent attendance and communication skills, possess the ability to build lasting business relationships, and exhibit professionalism.

Essential Job Duties and Responsibilities

Answer incoming phone calls in a prompt, professional and friendly manner
The Receptionist sets the tone of the customers experience with the agency
Assists callers when in the scope of responsibilities or transfers the caller to the appropriate employee for assistance
Assist walk-in customers with the same professionalism and friendliness provided to incoming callers
Assists customers when in the scope of responsibilities or arranges for the customer to meet with the appropriate employee for assistance
Process payments from customers and document receipt in TAM
Process the mail daily and distribute to employees

Assist Personal Lines Department with data entry tasks that include

Entering Applications into TAM, updating any information in the client detail screen, and billing screen as directed
Update the PL Binder Log and attach Applications in TAM
Assist with filing and other policy related data entry as directed to include assisting with renewals and documenting those renewals in TAM as necessary or assigned
Ensure the lobby is kept neat and in good order
Assist with other duties as assigned

Knowledge, Skills and Abilities (KSAs)

Operate Phone System, multi-line switch board, and other means of communication to include outlook and other Microsoft Office Programs
Operate within Applied TAM system
Ability to clearly communicate with customers
Ability to organize tasks, prioritize, and complete tasks in a timely manner
Work under multiple time constraints
Operate office machinery

Education and Experience

High School Diploma or Equivalent

2-3 years experience as a receptionist in a professional office

Active 4-40 License

Physical Demands

Must be able work with a computer for a minimum of 7 hours daily either standing or sitting
Must be able to read printed materials and computer screen with or without MS or other software accessibility functions
Must be able to effectively communicate in e-mail, by phone, or in person during the workday