Receptionist and Information Clerk

Correll Insurance Group

19h•Onsite

About The Position

SFI, a Member of Correll Insurance Group is in need of a Receptionist and Information Clerk at our office in Sneads Ferry, NC. Job Summary: As the Receptionist, you will be the first point of contact for our clients and visitors. Your primary responsibility will be to provide a warm and welcoming environment while efficiently managing front desk operations. You will play a crucial role in ensuring smooth communication between clients and our team of insurance professionals. Answer insurance inquiries and provide information to the customers and other interested parties regarding activities conducted at our office, and employees within the organization.

Requirements

Desire to obtain Property and Casualty Insurance License within 6-12 months of employment to assist with clients. Correll Insurance Group can assist in the scheduling of pre-licensing courses, exam, application, etc.
High school diploma or equivalent.
Previous experience in a receptionist or customer service role is preferred.
Excellent verbal and written communication skills.
Strong organizational and multitasking abilities.
Proficiency in Microsoft Office 365 Suite (Word, Excel, Outlook, Teams).
Professional appearance and demeanor.
Ability to handle sensitive and confidential information with discretion.
Friendly and approachable personality with a customer-focused attitude.

Responsibilities

Operating telephone to answer, screen, or forward calls, providing information, or taking messages.
Greeting persons entering establishment, determine nature and purpose of visit, and direct or escort them to specific destinations.
Collecting deposits, payments, and/or fees and record receipts for services.
Performing Administrative tasks such as data entry, filing, and scanning.
Establishing and Maintaining Interpersonal Relationships
Obtaining/Processing/Documenting/Recording Information
Sorting and distributing incoming mail.
Preparing business correspondence.
Providing notifications to customers or patrons.
Recording personnel information.
Sending information, materials or documentation.