Receptionist/Admin jobs in United States
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United Insurance · 1 month ago

Receptionist/Admin

United Insurance is seeking a Receptionist/Administrative Support employee who will maintain a high level of customer service while assisting Account Managers and team members with various administrative tasks. The role involves greeting clients, managing calls, processing payments, and supporting day-to-day operations within the office.

Insurance

Responsibilities

Greet clients and visitors
Screen and answer incoming calls – assist and forward as appropriate
Take client payments and resolve billing issues (refer to Account Manager as needed)
Process In/Out deposits, enter in QuickBooks and reconcile monthly bank statement
Process daily cash receipts and deposits
Track petty cash and requests for reimbursement
Check incoming faxes and distribute to appropriate Account Manager or Producer
Sort and distribute mail and prepare outgoing mail
Process pending cancellations, reinstatements and claim acknowledgements
Phone calls to companies, mortgagees or clients as requested by Account Managers
Order supplies and maintain supply area
Print Invoices, scan and file as needed
Update client database management system
Troubleshoot copier issues with service provider
Support account managers in day-to-day operations as needed
Performing other duties as assigned

Qualification

Microsoft OfficeCustomer relationship skillsQuickBooksAgent licensingMultitaskingSelf-motivatedCommunication skillsOrganizational skillsPositive attitude

Required

Receive/Maintain appropriate agent licensing
Ability to multitask
Self-motivated
Proficient in Microsoft Office, specifically Excel, Word, and PowerPoint
Excellent oral and written communication skills; organizational skills
Excellent customer relationship skills
Positive, friendly, and professional attitude

Company

United Insurance

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United Insurance is an insurance company offering personal, commercial insurance, and group benefits.

Funding

Current Stage
Growth Stage

Leadership Team

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Deborah Wentworth
Chief Operating Officer
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Company data provided by crunchbase