Front Desk Receptionist/ Insurance Producer

We are seeking a friendly and organized Front Desk Receptionist and Insurance Producer to join our dynamic insurance office for Adam Probst- State Farm Agent in Polson MT. As the first point of contact for our clients and visitors, you will play a crucial role in creating a positive and welcoming environment while providing exceptional customer service. Your excellent communication skills and ability to multitask will ensure smooth operations at the front desk. Career advancement requires insurance licensing.

If you are a motivated individual with a passion for helping others and the skills to manage the front desk efficiently in an insurance office, we would love to hear from you! Please submit your resume and cover letter outlining your qualifications and experience.

Responsibilities include:

• Greeting Visitors: Welcoming guests and clients as they arrive, providing a positive first impression of the organization.
• Answering Phone Calls: Managing incoming calls, directing them to the appropriate personnel, and taking messages when necessary.
• Scheduling Appointments: Organizing and managing appointments and meetings for staff members, including maintaining calendars.
• Handling Correspondence: Receiving, sorting, and distributing mail and packages, as well as managing email communications.
• Maintaining Records: Keeping track of customer interactions via software-based logging system. Set appointments and reminders for the agent and staff as well as remind the customer of said appointment. Document and process other service-related documentation for existing customers.
• Providing Information: Answering questions and providing information to clients and prospects about their billing and policy coverages, renewal information etc.
• Administrative Support: Assisting with various administrative tasks such as data entry, filing, and maintaining office supplies.
• Managing Office Equipment: Operating and maintaining office equipment like printers, copiers, and fax machines.
• Ensuring Office Security: Monitoring visitor access and maintaining a safe and secure environment for personal information of other customers.
• Handling Payments: Processing payments, if applicable, and managing financial transactions in some organizations.
• Licensing Requirements: ability to attain Property, Casualty, Life, and Health Licensing at a state and federal level.

Job Type: Full-time

Pay: $15.00 - $20.00 per hour

Expected hours: 40 per week

Benefits:

• Paid time off
• Professional development assistance

Schedule:

• 8 hour shift
• Day shift
• Monday to Friday
• No weekends

Application Question(s):

• Are you willing to study for; and pass up to 4 separate exams in order to gain Insurance License requirements?

Ability to Commute:

• Polson, MT 59860 (Required)

Ability to Relocate:

• Polson, MT 59860: Relocate before starting work (Required)

Work Location: In person

Salary : $15 - $20