Receptionist/Clerk
PURPOSE:
To assist clients by taking care of their needs or by directing them to some who can.
ESSENTIAL FUNCTIONS:
- Greet clients in a courteous and professional manner that reflects their value and importance to the agency.
- If unable to help the client yourself, direct them to someone who can.
- Post payments to the clients account and upload to carrier if appropriate.
- Balance cash receipts and make deposits.
- Enter new business applications on the agency management system.
The duties summarized above provide a representative listing only and should not be regarded as a complete statement of tasks performed by the employee working in this position. It should be recognized that employees might be asked to perform job-related duties beyond those outlined above.
Working Relationships:
Interact daily with the clients of Schultheis Insurance Agency. Assumes and takes responsibility for building working relationships with fellow employees.
Experience Required:
Prefer mature responsible person with office experience.
Knowledge, Skills, Abilities:
Excellent verbal communication skills.
Ability to work well with others.
Ability to make decisions.
Ability to always reflect a positive attitude.
Ability to be flexible.
