Receptionist, Administrative​/Clerical

Job Description

Welcome to COUNTRY Financial - Kapple Insurance Agency, where we believe in building lasting relationships and providing exceptional service right here in Monmouth, Oregon. We're a dedicated team focused on helping our community secure their financial future, and we're looking for someone special to be the first friendly face and voice our clients encounter. As our Receptionist, you'll be the heart of our office, creating a positive and inviting atmosphere for everyone who walks through our doors or calls us.

This isn't just about answering phones; it's about making people feel valued and supported from the very first interaction. You'll be instrumental in ensuring our office runs smoothly, helping our clients feel comfortable, assisting with bill payments, and supporting our agents as they provide essential financial guidance. If you have a knack for making people feel welcome and enjoy being an organized, helpful presence, we’d be delighted to have you join our Kapple Insurance Agency family.

• Paid Time Off (PTO)
• Parental Leave
• Hands on Training
• Mon-Fri Schedule
• Career Growth Opportunities
• Retirement Plan
• Health stipend

Greet clients and visitors in a warm and welcoming manner.

Answer and direct incoming phone calls, text messages, and return voicemails.

Manage appointment schedules for agents and ensure smooth client flow.

Handle incoming and outgoing mail and deliveries.

Handle client billing inquiries and call on missed or delinquent payments.

Maintain a tidy and organized reception area.

Assist with basic administrative tasks such as filing, scanning, and data entry.

Provide exceptional customer service to all clients and visitors.

High school diploma or equivalent.

Excellent verbal and written communication skills.

Strong organizational and multitasking abilities.

Proficiency in Microsoft Office Suite (Word, Excel, Outlook).

Customer-service oriented mindset with a friendly and professional demeanor.

Ability to handle multiple phone lines and manage schedules efficiently.

Previous experience in an administrative or receptionist role is a plus.