Receptionist, Customer Service​/HelpDesk

Location: 121 2nd Avenue NE, Vernon, AL, 35592, United States

The Receptionist serves as the first point of contact for clients, carriers and business partners – primarily by phone and, as needed, for walk-in visitors. This role is responsible for delivering a consistent, professional greeting; accurately identifying and routing callers; supporting efficient call handling workflows; and protecting client confidentiality. The Receptionist uses approved scripts and established procedures to ensure callers are connected to the right resource quickly, while maintaining high service standards and a calm, solutions-oriented demeanor.

• Serves as the first point of contact for clients, carriers and business partners by phone and, as needed, in person, creating a welcoming and professional first impression
• Manages a high volume of inbound communications, assesses needs efficiently and connects individuals with the appropriate internal resource
• Provides clear, accurate general information regarding Oakbridge services and processes while adhering to confidentiality and information-sharing guidelines
• Demonstrates strong customer service and communication skills, including active listening, empathy, professionalism and sound judgment
• Maintains accurate messages, notes and documentation of interactions in applicable systems to support timely follow-up and service continuity
• Collaborates effectively with Account Managers, service teams and leadership to ensure consistent service standards and a positive client experience
• Uses discretion when handling sensitive information and follows company policies, procedures and service standards
• Escalates urgent or complex concerns appropriately and supports service recovery efforts in a calm, solutions-oriented manner
• Follows company policies and standards related to attendance, reliability, professionalism and technology requirements

• High School Diploma or equivalent
• 1+ year experience in a receptionist, front office or customer service role (phone-heavy environments preferred)
• Excellent verbal/written communication and professional phone presence
• Strong organization, attention to detail and ability to prioritize in a fast-paced, multi-task environment
• Proficiency with Microsoft Office Suite (Word, Excel, Outlook) and comfort learning new systems
• Ability to handle sensitive information and comply with our confidentiality / data privacy requirements

• Prior experience in an insurance agency, call center or high-volume professional services environment preferred, but not required
• Familiarity with Applied Epic (or similar agency management/CRM systems) and/or telephone systems (e.g. Dialpad) is a plus

• 401k plan with immediate participation, company match, and immediate 100% vesting.
• Company‑paid life insurance and short‑ and long‑term disability.
• Strong health insurance plan and supplemental, voluntary offerings.

Oakbridge Insurance is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws. This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, recall, leave of absence, compensation, benefits, training, and apprenticeship.

Oakbridge Insurance makes hiring decisions based solely on qualifications, merit, and business needs at the time.