Receptionist/Admin

United Insurance•Portland, ME

11d

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.

Requirements

Highschool diploma or equivalent.
Receive/Maintain appropriate agent licensing.
Ability to multitask
Self-motivated
Proficiency 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

Establishes and maintains a professional, positive, and team-oriented relationship with colleagues.
Adherent to company policies and procedures for workflow and documentation.
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 receipts and deposits
Check incoming faxes and distribute them 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, mortgages 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.