Receptionist/Admin

United Insurance•Rochester, NH

13d

About The Position

The Receptionist/Administrative Support employee works to maintain a high level of customer service to our clients, community and team while supporting Account Managers and team members with administrative tasks. ESSENTIAL DUTIES AND RESPONSIBILITIES The essential functions include, but are not limited to the following: 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

Requirements

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

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