Receptionist, Mountain Valley Insurance

1. Greet the public when they come in the Agency and Credit Union, determine their needs, and direct them to the appropriate person. Answer phone lines and direct callers to the appropriate person.

2. Data entry all referrals and update electronic files as directed. Prepare referrals for quoting.

3. Provide confidential administrative support to management and staff. Compose letters and memorandums, written documents and files, and edit written communications when necessary.

4. Maintains assigned records, files, and reports. Assists in the preparation of assigned reports.

5. Collects and prepares information for use in meetings and coordinates meetings.

6. Performs other job-related duties as assigned.

7. Support needs both within and outside the department, as time allows.

• One month to twelve months of similar or related experience.
• A high school education or GED.

• Must have excellent communications skills with the ability to interact both face to face, electronically and over the telephone with members and coworkers.
• Excellent organizational and editing skills.
• Ability to prioritize work without directions from supervisor in situations where ongoing changes occur.
• MS Office, keyboard and 10 key calculator, multi-line phone system.
• Work normally involves contacts with persons beyond immediate associates generally regarding routine matters for purposes of giving or obtaining information which may require some discussion.
• Outside contacts take the form of service to the public (members or vendors) requiring ordinary courtesy in providing assistance and information.

• Answer the telephone in a professional manner within 2 rings directing calls to the appropriate party and gather pertinent information.
• Announce each visitor before directing them to the appropriate party.
• Provide accurate, professional administrative support as assigned.
• Adhere to all applicable credit union policies and procedures regarding security and compliance. (Log visitors in and out, check identification if required, provide appropriate visitor badges)
• Maintain a professional appearance, demeanor, and workspace.

Own the Issue

• Build confidence that you will help through your words and actions.
• Minimize the team/member’s effort.

Personalize the Experience

• Show that you care about the person and the issue.
• Adapt to the team/member’s pace, style, and emotional tone.
• Be present in the conversation to avoid sounding mechanical.

Understand, then Solve

• Aim for one-call resolution.
• Address the underlying issue vs. just the request.
• Be crystal clear on next steps.

Be Curious to Exceed Expectations

• Pick up on cues and clues indicating other needs.
• Engage in conversation to discuss broader needs.
• Help the member access additional resources, products, and services to gain more value.

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to talk, hear, and sit. This position requires standing, walking, bending, kneeling, stooping, crouching. The employee may occasionally lift and/or move items over 15 pounds.

Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus.

Typical office – no hazardous or unpleasant conditions.

The Employee will be an Employee of Y12 Federal Credit Union who is leased to CU Insurance Services of TN, LLC dba Mountain Valley Insurance.

We are an EEO Employer

All descriptions have been reviewed to ensure that only essential functions and basic duties have been included. Peripheral tasks, only incidentally related to each position, have been excluded. Requirements, skills, and abilities included have been determined to be the minimal standards required to successfully perform the positions. In no instance, however, should the duties, responsibilities, and requirements delineated be interpreted as all-inclusive.

Supervisors as deemed appropriate may assign additional functions and requirements.

In accordance with the Americans with Disabilities Act, it is possible that requirements may be modified to reasonably accommodate disabled individuals. However, no accommodations will be made which may pose serious health or safety risks to the employee or others or which impose undue hardships on the organization.

Job descriptions are not intended and do not create employment contracts. The organization maintains its status as an at-will employer. Employees can be terminated for any reason not prohibited by law.

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.