Walters & Associates Insurance

Front Desk Representative duties and responsibilities

                Keep front desk area clean; tidy and supplied with all the necessary supplies

                Greet, communicate with and welcome guests

                Answer all incoming calls, redirect calls when needed, send calls to voicemail

                Prepare and manage outgoing mail; keep postage account full and available

                Monitor, sort and forward emails, faxes and voicemails

                Monitor front desk supplies, advise when necessary to reorder

                Update customer’s records in Hawksoft database, such as emails, address and phone information

                Take information for quotes, including Homeowners, Auto, Boat, ATV, Motorcycles, et.

                Sort and put commercial lines policies in binding combs for distribution to insureds.

Front Desk Representative job requirements and qualifications

                One year experience as Front Desk Representative

                Hands on experience with office machines, such as fax, calculator, printer and computer

                Knowledge of office dynamics

                Working knowledge of Microsoft Office

                Sense of ownership and pride in your performance and its impact on company’s success

                Critical thinker and problem- solving skills

                Team player

                Good time-management skills

                Great interpersonal and communication skills

                Customer-oriented mindset

                High School diploma or equivalent required

                Able to understand and maintain electronic files of customers and the filing system