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Front Desk Receptionist
Job in
Overland Park, Johnson County, Kansas, 66213, USA
Listed on 2026-01-12
Listing for:
Creative Planning
Full Time, Seasonal/Temporary
position Listed on 2026-01-12
Job specializations:
-
Administrative/Clerical
Data Entry
Job Description & How to Apply Below
Talent Acquisition Consultant at Creative Planning
The Receptionist/ Administrative Assistant performs a wide range of support activities to facilitate the efficient operation of the Property & Casualty department. The Assistant works with Account Managers and Personal Risk Managers to onboard clients to the Property & Casualty division of Creative Planning.
We do not accept resume submissions from third-party recruiters or staffing agencies. Please contact our recruiting team directly.
JOB DUTIES:
- Answers phones and directs calls
- Build new business files for Personal Lines Risk Managers by doing research and completing new business worksheets
- Maintains documentation in Salesforce for newly onboarded P&C clients
- Assists with renewal policies to Wealth Managers and Financial Planners as required by agency procedures
- Submits applications to carrier, complete quotes in PL Rater and follows up to ensure timely receipt of quotations
- Reviews quotes to verify coverages are as requested and resolves any discrepancies directly with the underwriter
- All other duties as assigned
REQUIRED EXPERIENCE/
QUALIFICATIONS:
- Proficiency in MS Office
- Efficient, extremely detail oriented and accurate
Seniority level: Associate
Employment type: Full-time
Job function: Administrative
Industries: Insurance Agencies and Brokerages and Insurance
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