Director of First Impressions
Reliable Insurance Agency
Job Description
Job Description
Purpose of Job:
- Creates a positive first impression on behalf of the agency.
- Directs clients to the proper person in a professional, accurate, and timely manner.
- Performs clerical duties as assigned.
- Serves as receptionist and point of first contact for all visitors to the office.
Responsibilities:
- Handles all incoming fax messages. Distributes incoming faxes within one hour of receipt.
- Answers client inquiries if possible or directs them to the correct person to assist them.
- Reconciles the cash boxes and creates daily deposits for both direct bill payments and on account payments.
- Processes postage on all outgoing mail and delivers to the post office each night.
- Assists with organization of agency meetings including ordering of meals.
- Maintains copy machines, orders supplies and requests service as needed.
- Provides excellent service at all times.
- Purchases and inventories agency supplies.
- Picks up mail, opens and processes mail for distribution to staff each morning.
- Has responsibility for amount of postage in the postage meter and advises accounting when funds need to be replenished.
- Processes direct bill and on account payments as they are received and documents them on the management system.
- Speaks clearly and uses correct English and proper telephone techniques.
- Handles incoming calls promptly and in a friendly and courteous manner; provides assistance and information as required and connects caller with desired party.
Job Qualifications:
- Advanced computer skills
- Self-Motivation
- Ability to work in a fast-paced environment
- Exceptional communication and time management skills
- Ability to multitask
Performance Measurements:
- Semi-annual performance reviews will be conducted and will entail, but are not limited to, processing efficiencies, workload management, organizational skills, and demonstration of our core values on a daily basis.
Benefits:
- 401k Match
- Profit Sharing
- Section 125 - Daycare, Health, Dental & Vision
- 35 Hour Work Week
- Vacation
- PTO
- 7 Paid Holidays & Birthday off
- HSA Health Insurance - 100% of Employee Paid
- $50,000 Life Insurance - option to purchase additional coverage on employee, spouse & dependents at your cost
- Licensing & CE Scheduled & Paid by Agency
- Group Long Term Disability - at your cost
- Group Dental - at your cost
- Group Vision - at your cost
- Aflac Benefits - at your cost
- LegalShield - Shared cost
Vacancy posted 7 days ago
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