Receptionist Job at Trucordia in San Buenaventura (Ventura)

Overview

Receptionist at Trucordia Insurance Brokerage. Reports to: Administrative Assistant.

Responsibilities

• Greet and assist clients, visitors, and vendors in a courteous and professional manner.
• Answer, screen, and direct incoming phone calls using a multi-line phone system.
• Manage the reception area to ensure a clean, organized, and professional environment.
• Handle incoming and outgoing mail and courier deliveries.
• Schedule client appointments and manage the office calendar as directed.
• Assist with client intake by providing forms and collecting preliminary information.
• Maintain confidentiality and handle sensitive client information in accordance with company policies.
• Provide clerical support to the Administrative Assistant and other team members as required.
• Assist in preparing documents, photocopying, scanning, filing, and data entry.
• Help coordinate meetings and prepare meeting rooms, materials, and refreshments.
• Order and maintain office supplies and breakroom stock as directed.
• Adhere to office protocols and procedures, ensuring compliance with company standards.
• Support basic operational needs of the brokerage, including record-keeping and organizing files.
• Participate in team meetings and contribute to process improvement discussions.
• Perform other tasks and duties as assigned by the Administrative Assistant.

Qualifications

Education & Experience:

• High school diploma or equivalent required; additional administrative training or coursework preferred.
• 1–2 years of reception or administrative experience in a professional office setting, preferably in the insurance, financial, or legal sector.

Skills & Competencies:

• Professional demeanor with strong interpersonal and communication skills.
• Proficient in Microsoft Office Suite (Word, Outlook, Excel).
• Ability to multitask, prioritize, and manage time effectively in a busy environment.
• Strong organizational skills and attention to detail.
• Dependable, punctual, and capable of handling confidential information with discretion.

Benefits

• Medical, Dental, Vision
• Life and AD&D insurance
• FSA / HSA
• Commuter & Child Care FSA
• Cancer Support Benefits
• Pet Insurance
• Accident & Critical Illness
• Hospital Indemnity
• Employee Assistance Program (EAP)
• 11 Paid Holidays
• Flexible PTO
• 401K
• Compensation - $20.00-$23.00 an hour

Trucordia is an equal opportunity employer. We believe that every employee has the right to work in an environment that is free from all forms of discrimination. All decisions involving hiring, compensation and training, promotions, transfers, discipline, and termination will be based on merit, qualifications, and abilities, without regard to age, ancestry, color, race, national origin, disability, protected medical condition, genetic information, military service, veteran status, citizenship status, religion, creed, sex, gender, gender identity, sexual orientation, pregnancy, marital status, or any other condition protected by law.