Servicing Receptionist

• Welcome customers in person and over the phone and connect them with the appropriate team member.
• Manage appointment scheduling, incoming calls, and general office communications.
• Assist customers with routine service needs and incoming inquiries.
• Maintain accurate and complete customer records and documentation.
• Follow up with customers to ensure their needs and requests are completed.
• Identify opportunities during customer conversations where additional insurance products or services may be beneficial.
• Support the service and sales teams through administrative tasks, follow-up, and special projects.
• Help maintain an organized, professional, and welcoming office environment.
• Communicate clearly with team members regarding customer needs, outstanding items, and necessary follow-up.

• Previous receptionist, administrative, or customer service experience preferred.
• Strong verbal and written communication skills.
• Friendly, professional, and customer-focused demeanor.
• Strong organizational skills and attention to detail.
• Ability to manage multiple responsibilities and prioritize effectively.
• Comfortable engaging customers in conversations about insurance needs and opportunities.
• Willingness to learn, receive coaching, and develop professionally.
• Basic computer proficiency, including Microsoft Office and CRM systems.
• Dependable, accountable, and able to work effectively as part of a team.