ROLE DESCRIPTION: Roger Beeler Insurance & Financial Services, Inc. is currently seeking the right individual to join our team as an in-office part-time Receptionist. (Monday - Thursday 9:00am - 5:00pm)
We're looking for someone who genuinely enjoys helping people. If you're dependable, energetic, and bring a positive attitude every day, we'll teach you the rest.
RESPONSIBILITIES:
Answer incoming phone calls promptly and professionally.
Transfer calls and accurately take and relay messages.
Welcome and assist customers with a friendly, positive attitude.
Accept and post customer payments to the appropriate accounts.
Prepare and balance the daily bank deposit.
Help customers understand billing statements and answer billing questions.
Provide forms and paperwork as requested.
Gather information for insurance quotes and other office needs.
Maintain accurate records while handing confidential information.
Support the team with general administrative and clerical duties as needed.
QUALIFICATIONS:
Positive, outgoing, and energetic personality with a genuine desire to help others.
Excellent verbal communication and customer service skills.
Strong attention to detail and accuracy when handling payments and records.
Comfortable using computers and learning office software.
Able to multitask and stay organized.
Professional appearance and demeanor.
Dependable, self-motivated, and able to work independently.
Punctuality and outstanding attendance are non-negotiable.
Previous receptionist, administrative, customer service, banking, or insurance experience is a plus, but we are willing to train the right person with the right attitude.