United Insurance
Description
The
Receptionist/Administrative Support
employee works to maintain a high level of customer service to our clients, community and team while supporting Account Managers and team members with administrative tasks.
ESSENTIAL DUTIES AND RESPONSIBILITIES The essential functions include, but are not limited to the following:
Establishes and maintains a professional, positive, and team-oriented relationship with colleagues.
Adherent to company policies and procedures for workflow and documentation.
Greet clients and visitors
Screen and answer incoming calls – assist and forward as appropriate
Take client payments and resolve billing issues (refer to Account Manager as needed)
Process In/Out deposits, enter in QuickBooks and reconcile monthly bank statement
Process daily receipts and deposits
Check incoming faxes and distribute them to appropriate Account Manager or Producer
Sort and distribute mail and prepare outgoing mail
Process pending cancellations, reinstatements and claim acknowledgements
Phone calls to companies, mortgages or clients as requested by Account Managers
Order supplies and maintain supply area
Print invoices, scan and file as needed
Update client database management system
Troubleshoot copier issues with service provider
Support account managers in day-to-day operations as needed
Performing other duties as assigned.
Requirements MINIMUM QUALIFICATIONS (KNOWLEDGE, SKILLS, AND ABILITIES)
Highschool diploma or equivalent.
Receive/Maintain appropriate agent licensing.
Ability to multitask
Self-motivated
Proficiency in Microsoft Office, specifically Excel, Word, and PowerPoint
Excellent oral and written communication skills; organizational skills
Excellent customer relationship skills
Positive, friendly, and professional attitude
PHYSICAL DEMANDS AND WORK ENVIRONMENT The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodation may be made to enable individuals with disabilities to perform the functions. While performing the duties of this position, the employee is regularly required to talk or hear. The employee frequently is required to use hands or fingers, handle or feel objects, tools, or controls. The employee is occasionally required to stand; walk; sit; and reach with hands and arms. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this position include close vision, distance vision, and the ability to adjust focus. The noise level in the work environment is usually low to moderate.
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The
Receptionist/Administrative Support
employee works to maintain a high level of customer service to our clients, community and team while supporting Account Managers and team members with administrative tasks.
ESSENTIAL DUTIES AND RESPONSIBILITIES The essential functions include, but are not limited to the following:
Establishes and maintains a professional, positive, and team-oriented relationship with colleagues.
Adherent to company policies and procedures for workflow and documentation.
Greet clients and visitors
Screen and answer incoming calls – assist and forward as appropriate
Take client payments and resolve billing issues (refer to Account Manager as needed)
Process In/Out deposits, enter in QuickBooks and reconcile monthly bank statement
Process daily receipts and deposits
Check incoming faxes and distribute them to appropriate Account Manager or Producer
Sort and distribute mail and prepare outgoing mail
Process pending cancellations, reinstatements and claim acknowledgements
Phone calls to companies, mortgages or clients as requested by Account Managers
Order supplies and maintain supply area
Print invoices, scan and file as needed
Update client database management system
Troubleshoot copier issues with service provider
Support account managers in day-to-day operations as needed
Performing other duties as assigned.
Requirements MINIMUM QUALIFICATIONS (KNOWLEDGE, SKILLS, AND ABILITIES)
Highschool diploma or equivalent.
Receive/Maintain appropriate agent licensing.
Ability to multitask
Self-motivated
Proficiency in Microsoft Office, specifically Excel, Word, and PowerPoint
Excellent oral and written communication skills; organizational skills
Excellent customer relationship skills
Positive, friendly, and professional attitude
PHYSICAL DEMANDS AND WORK ENVIRONMENT The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodation may be made to enable individuals with disabilities to perform the functions. While performing the duties of this position, the employee is regularly required to talk or hear. The employee frequently is required to use hands or fingers, handle or feel objects, tools, or controls. The employee is occasionally required to stand; walk; sit; and reach with hands and arms. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this position include close vision, distance vision, and the ability to adjust focus. The noise level in the work environment is usually low to moderate.
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