What are the responsibilities and job description for the RECEPTIONIST and PROCESSOR position at Peoples First Insurance?
The Receptionist and Processor provides prompt and professional assistance to call-in and walk-in customers. Manages incoming phone calls and walk-in customers. Directs customers to the appropriate employee when their request cannot be handled at the reception desk. Assists with data entry tasks, routine filing, and clerical support as necessary. Maintains the utmost confidentiality in dealing with employee records and business information.
The Receptionist and Processor is expected to have excellent attendance and communication skills, possess the ability to build lasting business relationships, and exhibit professionalism.
Essential Job Duties and Responsibilities:
- Answer incoming phone calls in a prompt, professional and friendly manner
- The Receptionist sets the tone of the customers experience with the agency
- Assists callers when in the scope of responsibilities or transfers the caller to the appropriate employee for assistance
- Assist walk-in customers with the same professionalism and friendliness provided to incoming callers
- Assists customers when in the scope of responsibilities or arranges for the customer to meet with the appropriate employee for assistance
- Process payments from customers and document receipt in TAM
- Process the mail daily and distribute to employees
- Assist Personal Lines Department with data entry tasks that include:
- Entering Applications into TAM, updating any information in the client detail screen, and billing screen as directed
- Update the PL Binder Log and attach Applications in TAM
- Assist with filing and other policy related data entry as directed to include assisting with renewals and documenting those renewals in TAM as necessary or assigned
- Ensure the lobby is kept neat and in good order
- Assist with other duties as assigned
Knowledge, Skills and Abilities (KSAs):
- Operate Phone System, multi-line switch board, and other means of communication to include outlook and other Microsoft Office Programs
- Operate within Applied TAM system
- Ability to clearly communicate with customers
- Ability to organize tasks, prioritize, and complete tasks in a timely manner
- Work under multiple time constraints
- Operate office machinery
Education and Experience:
- High School Diploma or Equivalent
- 2-3 years experience as a receptionist in a professional office
- Active 4-40 License
Physical Demands:
- Must be able work with a computer for a minimum of 7 hours daily either standing or sitting
- Must be able to read printed materials and computer screen with or without MS or other software accessibility functions
- Must be able to effectively communicate in e-mail, by phone, or in person during the workday
