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.

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.

United Insurance

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Receptionist/Admin