Receptionist, Customer Service​/HelpDesk

Job Description

The Receptionist position will involve answering multiple phone lines, providing customer service to agency customers, greeting office visitors throughout the day, drafting letters & reports, and other additional clerical duties as directed by the agency owner or associates.

• Paid Time Off (PTO)
• Hands on Training
• Career Growth Opportunities
• Retirement Plan

• Solicits for new business via telephone, networking, and other lead sources.
• Process customer policy change requests.
• Secure all Trailing Documents from customers.
• Handle all incoming claim calls from customers.
• Complete Evidence of Insurance requests.
• Immediately greet all customers, entering the office, in a friendly and helpful manner.
• Take premium payments from customers.
• Ask each customer for referrals and explain our referral program.
• Treat each customer contact as a cross and up-sell opportunity including financial products.
• Verify phone numbers, addresses and email addresses with each customer contact and update customer information.
• Answer incoming phone calls on the first ring.
• Provide exceptional customer service.
• Call prospective customers by operating VOIP telephones, automatic dialing systems, and other internet technologies.
• Cold call, direct email and perform other lead generation activities.
• Schedule appointments for sales staff to meet prospective customers.

• Possess a genuine willingness to learn, be intuitive and resourceful and be coachable.
• Possess an upbeat, positive and enthusiastic attitude.
• Be a great self-starter with a sense of urgency.
• Proficiency to multi-task, follow-thru and follow-up.
• Excellent Communication/interpersonal skills.
• Must have ability to multi-task.
• Must be highly self-motivated.
• Professional phone etiquette.
• Excellent Spelling and Grammar skills.
• Great Customer Service Skills.
• Problem-Solving Capabilities.
• Works well with other employees and is a team player with a positive attitude.
• Strong work ethic and leadership skills.
• Ability to tactfully handle stressful and difficult situations.
• Be capable of handling customer rejection.
• Bilingual, fluent in both English and Spanish is beneficial.