POSITION OVERVIEW
Trailstone Insurance Group is seeking a reliable and professional Receptionist to support day-to-day front office operations on a temporary basis. This role is the first point of contact for clients and visitors, and plays a key part in ensuring every interaction reflects the Trailstone standard of service. The ideal candidate is organized, personable, and comfortable working in a fast-paced professional environment.
Salary Range: $15.00 - $18.00 per hour
Hourly Base Salary Based on Experience
Paid Time Off (PTO)
Mon-Fri Schedule
Responsibilities
KEY RESPONSIBILITIES
Front Desk and Phone Coverage
Answer all incoming calls promptly and professionally, routing callers to the appropriate team member
Take accurate, detailed messages and ensure timely delivery to the appropriate staff member
Greet clients and visitors as they arrive, providing a welcoming and professional first impression
Monitor and respond to the main office inbox or voicemail as directed
HubSpot Ticket Creation
Log incoming client inquiries, service requests, and call notes as tickets in HubSpot
Accurately categorize and assign tickets to the appropriate team or individual
Follow established workflows and naming conventions for ticket entry to maintain data integrity
Flag urgent or unresolved tickets to the appropriate team lead
QUALIFICATIONS
Required
High school diploma or equivalent
Experience in a receptionist, front desk, or customer-facing administrative role
Strong verbal and written communication skills
Professional and polished phone etiquette
Proficiency with Microsoft Office (Outlook, Word) and comfort learning new software platforms
High attention to detail and accuracy in data entry
Ability to manage multiple priorities in a fast-paced environment
EMPLOYMENT NOTICE
This is a temporary hourly position with an anticipated duration of 2 or more months, based on the operational needs of Trailstone Insurance Group. There is the possibility of permanent hire depending on agency need and individual performance. Candidates who demonstrate reliability, professionalism, and a strong fit with our team and culture will be considered for any available openings that arise during or following the temporary assignment.