Insurance Agency Receptionist
Retail Insurance Agency
Job Description
Job Description
Insurance Agency Receptionsist
Take a message with Name, Phone, regarding what they need.
Post commission statements - the agency runs on commissions and or every dollar that we make, there is a paper statement that needs to be entered in our management system-AMS360 by Vertafore (google this). This statement matches the dollars I put in the bank.
Daily check of numerous insurance websites to see which of our policies may be cancelling-normally due to non-pay, but other reasons may apply. Then contact the client to remind them to make the payment and help them if possible. Also tell the service rep who the client is.
Assist staff when they have a request for some help.
Insurance provided after a waiting period (ask in interview) vacations after 1 year.
\nCompany Description
RETAIL INSURANCE AGENCY
Company Description
RETAIL INSURANCE AGENCY
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- Greet clients and visitors with a positive, helpful attitude. Assisting clients in finding their way around the office. Announcing clients as necessary. Helping maintain workplace security by issuing, checking and collecting badges as necessary and maintaining...SuggestedWork at office
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