Receptionist

JOB DESCRIPTION

Job Title: Receptionist for Insurance Agency

Summary

Responsible for administrative duties and supporting the agency staff in providing excellent customer service to clients.

Essential Duties and Responsibilities:

Other functions may be assigned as business conditions change.

1. Answer phones during business hours.

2. Receives and separates mail.

3. Completes the cash summary and makes deposits daily.

4. Take information from clients according to the applications they may require, i.e. auto.

5. Prepares binders, certificates, I.D. cards, and other documents for existing and new business.

6. Assembles policies for professional presentation to the client.

7. Maintains and updates computer records.

8. Make copies as needed.

9. Gathers knowledge of insurance coverage, exposures, and client needs.

10. Assists agents with client accounting.

11. Prepares and sends invoices.

12. Maintains current files and prepares files for dead storage.

13. Performs special projects as needed.

14. Supports and demonstrates the core values of the organization (integrity, respect, professionalism, enthusiasm, teamwork, and community).

PREFERENTIAL COMPENTENCIES

· To perform the job successfully, an individual should demonstrate the following competencies:

· Identifies and resolves problems in a timely manner; gathers and analyzes information skillfully; develops alternative solutions; works well in a group problem solving situations; uses reason even when dealing with emotional topics.

· Assesses own strengths and weaknesses; pursues training and development opportunities; strives to continuously build knowledge and skills; shares expertise with others.

· Manages difficult or emotional customer situations; responds promptly to customer needs; solicits customer feedback to improve service; responds to requests for service and assistance; meets commitments.

· Focuses on solving conflict, not blaming; maintains confidentiality, listens to others without interrupting; keeps emotions under control; remains open to others’ ideas and tries new things.

· Speaks clearly and persuasively in positive and negative situations; listens and gets clarification; responds well to questions; participates in meetings.

· Writes clearly and informatively; edits work for spelling and grammar; varies writing style to meet needs; presents numerical data effectively; reads and interprets written information.

· Balances team and individual responsibilities; exhibits objectivity and openness to others’ views; gives and welcomes feedback; contributes to building a positive team spirit; puts success of team above own interests; supports everyone’s efforts to succeed

· Understands business implications of decisions; demonstrates knowledge of market and competition.

· Conserves organizational resources.

· Treats people with respect; keeps commitments; inspires the trust of others; works with integrity and ethically; upholds organizational values.

· Follows policies and procedures; completes administrative tasks correctly and on time; supports organization’s goals and values; supports affirmative action and respects diversity.

· Demonstrates persistence and overcomes obstacles, measures self against standard of excellence.

· Prioritizes and plans work activities; uses time efficiently; accepts responsibility for own actions; follows through on commitments.

· Approaches others in tactful manner; reacts well under pressure; treats others with respect and consideration regardless of their status or position; accepts responsibility for own actions; follows through on commitments.

· Demonstrates accuracy and thoroughness; looks for ways to improve and promote quality; applies feedback to improve performance; monitors own work to ensure quality.

· Meets productivity standards; completes work in timely manner; strives to increase productivity; works quickly.

· Observes safety and security procedures; reports potentially unsafe conditions; uses equipment and materials properly.

· Adapts to changes in the work environment.

· Is consistently at work and on time; ensures work responsibilities are covered when absent; arrives at meetings on time.

· Follows instructions, responds to management direction; takes responsibility for own actions; keeps commitments; commits to additional hours of work when necessary to reach goals; completes tasks on time or notifies appropriate person with an alternate plan.

· Volunteers readily; undertakes self-development activities; seeks increased responsibilities; looks for and takes advantage of opportunities; asks for and offers help when needed.

· Ability to read and comprehend general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to write business correspondence. Ability to effectively present information and respond to questions from team members, managers, and clients.

· Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ration, and percent.

· Ability to understand instructions furnished in written, oral, or diagram form. Ability to deal with problems involving several concrete variables in standardized situations.

· To perform this job successfully, an individual should have good computer skills, along with working knowledge (proficiency) of MS Office.

· Must possess a willingness to further industry-related education.

· Displays original thinking and creativity; meets challenges with resourcefulness; generates suggestions for improving work.

PHYSICAL DEMANDS

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is regularly required to talk or hear. The employee is frequently required to sit and use hands to finger, handle, or feel. The employee is occasionally required to stand, walk, reach with hands and arms and stoop, knee, crouch, or crawl. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision.

QUALIFICATIONS

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education and/or Experience

High School Diploma or general education degree (GED) ; and one to three years related experience and/or training; or equivalent combination of education and experience.

Certificates, Licenses, Registrations:

Must be willing to work towards receiving an insurance agent license.

Job Type: Full-time

Pay: $17.29 - $17.74 per hour

Expected hours: 40 per week

Benefits:

• Dental insurance
• Health insurance
• Paid time off

Schedule:

• 8 hour shift

Ability to Commute:

• Santa Fe, NM 87505 (Required)

Ability to Relocate:

• Santa Fe, NM 87505: Relocate before starting work (Required)

Work Location: In person

Salary : $17 - $18