Receptionist/Admin

POSITION SUMMARY

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:

• 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 cash receipts and deposits
• Track petty cash and requests for reimbursement
• Check incoming faxes and distribute 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, mortgagees 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

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 accommodations 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.

NOTE

This job description in no way states or implies that these are the only duties to be performed by the employee(s) incumbent in this position. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. All duties and responsibilities are essential functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities. To perform this job successfully, the incumbents will possess the skills, aptitudes, and abilities to perform each duty proficiently. Some requirements may exclude individuals who pose a direct threat or significant risk to the health or safety of themselves or others. The requirements listed in this document are the minimum levels of knowledge, skills, or abilities. This document does not create an employment contract, implied or otherwise, other than an “at will” relationship.

MINIMUM QUALIFICATIONS (KNOWLEDGE, SKILLS, AND ABILITIES)

• Receive/Maintain appropriate agent licensing.
• Ability to multitask
• Self-motivated
• Proficient 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