Cross Insurance · 3 days ago
Payment Desk / Reception
Cross Insurance is seeking a talented individual to join their team. The role involves accepting client payments, processing them in the agency management system, and preparing daily bank deposits and reporting forms, along with various receptionist duties.
FinanceProperty & Casualty InsuranceHealth InsuranceAuto InsuranceFinancial ServicesInsuranceInsurTechLife Insurance
Responsibilities
Primarily responsible for acceptance of client payments, processing of same on the agency management system and preparing the daily bank deposit and reporting forms
Screening and distributing calls as a member of incoming call group
Back up to receptionist, greeting clients, visitors, vendors and marketing reps and appropriately advising associates as applicable
Prepare daily shipping of USPS Priority, FedEx and UPS
Gather and prepare outgoing daily mail
Process FedEx and UPS payments per terms
Other assignments as needed
Qualification
Required
Primarily responsible for acceptance of client payments
Processing of same on the agency management system
Preparing the daily bank deposit and reporting forms
Screening and distributing calls as a member of incoming call group
Back up to receptionist, greeting clients, visitors, vendors and marketing reps and appropriately advising associates as applicable
Prepare daily shipping of USPS Priority, FedEx and UPS
Gather and prepare outgoing daily mail
Process FedEx and UPS payments per terms
Other assignments as needed
Benefits
Medical
Dental
Vision
401(k) with match
Paid time off
And more
Company
Cross Insurance
Cross Agency is an insurance agency that offers auto, home, renters insurance, and commercial insurance for businesses.
Funding
Current Stage
Late StageRecent News
2025-06-30
2025-05-07
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