Job Description
Job DescriptionSalary: $45,000-$55,000 DOQ
The responsibility of the Receptionist/Administrative Support position is to serve as the primary contact for customers and policy owners as they call and enter the office and to assist with administrative work for financial representatives in the office.
Specific responsibilities include but will not be limited to:
Reception
- Greet visitors and direct them appropriately
- Answer, screen, and record telephone calls
- Maintain telephone system and agency directory
- Train new personnel on how to use the phone system
- Process incoming and outgoing mail; deliver outgoing mail to Post Office
- Maintain the reception area
- Make copies, send, and distribute faxes and maintain copy and fax machines
- Maintain inventory and order office supplies as needed
- Answer basic policy owner/policy benefit questions
- Complete and/or assist with projects as assigned by the Office Manager/Director of Operations
- Cross-train in other support roles
Advisor Support
- Preparing insurance submissions
- Tracking cases through underwriting and completing tasks necessary for the underwriting decision
- Limited client communications: medical exam coordination, collection of outstanding information
- Opening investment accounts
- Completing financial transactions
- Creating templated financial plans and other illustrations
- Support implementation and adoption of technology and workflows
- Manage data and workflows within the client relationship management (CRM) software
- Communicating with multiple new reps and other stakeholders regarding operational issues and development opportunities
QUALIFICATIONS
It is recommended that the Receptionist/Administrative Support position have the following qualifications:
- Basic computer and Microsoft Office experience
- Multi-line phone experience preferred
- Filing skills
- Customer service experience strongly preferred
- Ability to handle detailed work with high degree of accuracy
- Excellent interpersonal skills
- Experience in problem-solving
- High level of organizational skills
- Excellent written and oral communication skills
- Professional office skills
- Ability to take independent action to make sound decisions
- Ability to multi-task
- Ability to be flexible and open-minded.
- Ability to work effectively with people at all levels