Receptionist

The Receptionist position will involve answering multiple phone lines, providing customer service to agency customers, greeting office visitors throughout the day, drafting letters reports, and other additional clerical duties as directed by the agency owner or associates.

• Solicits for new business via telephone, networking, and other lead sources.
• Process customer policy change requests.
• Secure all Trailing Documents from customers.
• Handle all incoming claim calls from customers.
• Complete Evidence of Insurance requests.
• Immediately greet all customers, entering the office, in a friendly and helpful manner.
• Take premium payments from customers.
• Ask each customer for referrals and explain our referral program.
• Treat each customer contact as a cross and up-sell opportunity including financial products.
• Verify phone numbers, addresses and email addresses with each customer contact and update customer information.
• Answer incoming phone calls on the first ring.
• Provide exceptional customer service.
• Call prospective customers by operating VOIP telephones, automatic dialing systems, and other internet technologies.
• Cold call, direct email and perform other lead generation activities.
• Schedule appointments for sales staff to meet prospective customers.

• Possess a genuine willingness to learn, be intuitive and resourceful and be coachable.
• Possess an upbeat, positive and enthusiastic attitude.
• Be a great self-starter with a sense of urgency.
• Proficiency to multi-task, follow-thru and follow-up.
• Excellent Communication/interpersonal skills.
• Must have ability to multi-task.
• Must be highly self-motivated.
• Professional phone etiquette.
• Excellent Spelling and Grammar skills.
• Great Customer Service Skills.
• Problem-Solving Capabilities.
• Works well with other employees and is a team player with a positive attitude.
• Strong work ethic and leadership skills.
• Ability to tactfully handle stressful and difficult situations.
• Be capable of handling customer rejection.
• Bilingual, fluent in both English and Spanish is beneficial.