• Greet clients and visitors in a professional, friendly manner, creating a welcoming first impression.
• Answer incoming phone calls, route calls to appropriate team members, and take accurate messages
• Respond to general inquiries about agency services, office hours, and contact information.
• Handle customer walk-ins, assist with basic policy questions, and direct clients to licensed agents as needed.
• Manage incoming and outgoing mail, packages, and faxes.
• Maintain and organize front desk and lobby areas to ensure a professional appearance.
• Prepare, scan, and upload documents into client files or agency management systems.
• Assist with data entry, policy updates, and client information maintenance in our CRM platform.
• Act as a liaison between clients and agency staff to ensure timely communication and follow-up.
• Process client payments and provide receipts in accordance with agency policy.
• Verify policy details, billing information, and renewal dates for clients when appropriate.
• Monitor and order office supplies, forms, and promotional materials.
• Assist with organizing staff meetings or office events.
• Maintain calendars and contact lists for agency staff.
• Support onboarding of new employees with desk setup or orientation materials.
• Moderate computer skills- Office 365 proficiency a plus!
• Excellent verbal and written communication skills
• Basic math skills and aptitude for learning new technology
• Positive attitude, good listening skills and empathy
• Highly-organized and strong time management skills
• Ability to multi-task in a fast-paced environment within tight deadlines
• Works with integrity and a high-level of confidentiality

This is an in-office position, with a schedule of 8:30am- 5pm Monday- Friday.

Weekly Salary of $562.50- $637.50 based on a 37.5hr work week.