Front Desk Receptionist

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