Receptionist/Admin

Job Description

Description:

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

Requirements:

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

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.

Full-time