Front Office Admin
April 18, 2024
Front Office Admin
POSITION SUMMARY:
The primary purpose of the Front Office Admin is to be the Ambassador of Capricorn Insurance while welcoming and greeting people who telephone or visit the office. The Front Office Admin position is expected to complete all associated tasks in a friendly, efficient, and professional manner.
DUTIES AND RESPONSIBILITIES:
- Welcome and greet all visitors to the office by providing a welcoming atmosphere and helping them with their appointments or questions.
- Maintain policy records, data entry, gather client information and schedule client appointments.
- Assist with office administrative tasks while learning the insurance industry.
- Consistent focus on agency productivity goals.
- Seek and foster relationships with clients.
- Create and update client profiles.
- Handle Client Intake processes, collect and process signed documents.
- Service existing policy holders with inquiries regarding claims and benefits renewals.
- Provide quality customer service.
- Answer telephones, handle client questions when appropriate or collect accurate information and/or messages, all in a professional and efficient manner.
- Review overnight messages distributing them to the appropriate staff. Prepares outgoing mail for pick up or, if critical, delivery to the post office.
- Assist as needed, with the entry of payments, invoices, or other electronic information.
- Sorts and distributes incoming mail, email, faxes, and texts.
- Prepare client declaration pages or other documents as requested.
- Miscellaneous copying, filing, office work, and maintenance of office machines.
- Light office cleaning.
- Other responsibilities and duties as assigned.
QUALIFICATIONS:
- High School diploma required; Associate degree preferred.
- 1 – 3 years’ experience in an office setting, Insurance office experience preferred.
- Excellent customer service skills.
- Must possess exceptional phone etiquette and experience.
- Ability to learn and use multiple databases.
- Excellent organizational skills required.
- Proven ability to multi-task with frequent interruptions.
- Pay Starts at a minimum of $13 with a potential for higher starting pay based on education and relevant experience.
Job Type: Full-time
Benefits: Paid time off
Ability to commute: Laurie, MO 65037:
- Listing ID: 4096