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Payment Desk / Reception jobs in United States
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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

Client payments processingAgency management systemCall screeningGreeting clientsShipping preparation

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

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Cross Agency is an insurance agency that offers auto, home, renters insurance, and commercial insurance for businesses.

Funding

Current Stage
Late Stage

Leadership Team

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Bruce Nickerson
Chief Financial Officer
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James Jones
Chief Data Analytics Officer
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Company data provided by crunchbase