Primarily responsible for answering telephones, greeting clients and visitors, and supporting various back office or administrative activities for sales, service, and management personnel as needed.
Specific Duties and Responsibilities:
Front Desk Receptionist-
Answers incoming telephone calls in clear and professional manner.
Directs callers to appropriate agency personnel, or directs them to a voicemail box, or takes message and gives it to appropriate person.
Provides clients with appropriate telephone numbers for specific insurance companies to report claims, and/or to make payments.
Greets clients or visitors when they arrive at office and directs them to the desk of the person they are visiting.
Ensures that a friendly and attentive approach is being practiced with an environment that projects a professional, polished, and service oriented image to all clients.
Keep lobby area in a clean and presentable state at all times
Admin Office Support-
Process incoming/outgoing mail and faxes, including mail that has to be retrieved from carrier websites.
Scan documents and utilizes Agency Management System as necessary to assist workload effort.
Provide Download support by attaching unassigned policy and accounting download transactions in Agency Management System.
Assist with ordering office supplies as needed.
Prepare ID cards, certificates of insurance, and evidence of property requests as requested.
Correspond with specific carriers on company memos and process any necessary updates as directed by Account Manager.
Research payment and billing issues, direct cancellations/expirations to Account Manager.
Process claims notices- follow up with clients via email and letters as per agency claims procedures.
Update monthly expiration and cancellation reports.
- Participate with management and other departments/personnel on special projects and other duties as needed.