Receptionist

Receptionist

Pay Rate: $25 - 28.57 per hour
Location: Fremont, CA
Duration: 6 Months

Summary:

• Our General Offices serve as crucial hubs for our insurance agents and advisors throughout the country, providing them with support in various aspects of their business.
• This role resides within our Service organization and is the first point of contact for agents and clients.
• Provide dedicated support to the local Managing Partner, handling administrative and operational responsibilities to streamline processes for Agency stakeholders.
• Requires strong relationship-building skills, organizational abilities, effective communication, as well as a proactive approach to problem-solving.

Responsibilities:

• Provide administrative and operational support to the Managing Partner and management team.
• Collaborate with the onsite Service Leader to ensure efficient operations.
• Act as a point of contact for agents, addressing their inquiries promptly and professionally.
• Greet and welcome visitors.
• Answer and direct phone inquiries.
• Coordinate accounts payable and receivable, including managing requests related to Agent payments, submitting operational expenses, and reconciling purchase cards.
• Handle incoming and outgoing mail and deliveries, including incoming correspondence distribution in accordance with regulatory guidelines.
• Assist with facility management (building maintenance requests, troubleshoot local network issues, etc.).
• Manage resource assignments for new agents, ensuring their onboarding experience is smooth.
• Additional administrative duties such as control reports, coordinating conference rooms, preparing for meetings, and handling fingerprinting for candidates.

Requirements:

• Experience in customer service and/or office administration.
• Excellent written and verbal communication skills.
• Strong computer skills with proficiency in the Microsoft Office Suite.

Preferred Skills:

• Associate's or bachelor’s degree preferred, but not required.

Benefits:

• On-the-job training to learn about the insurance industry, product and policy provisions, and transaction processing.
• Coaching and feedback to help gain the necessary skills to be successful.