PFS Insurance Group - Receptionist

Pinnacle Bank/Bank of Colorado • Johnstown, CO

6d • $17 - $26 • Onsite

About The Position

GENERAL SUMMARY:
Greets customers and provides a variety of customer services such as answering telephones, providing initial customer contact.
NOTE: The statements herein are intended to describe the general nature and level, or work being performed by employees assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills, required of personnel.

Requirements

• Knowledge of insurance products and services.
• Knowledge of Microsoft Word, Excel, Powerpoint, Outlook and learn Agency Software.
• Ability to communicate with customers and co-workers in a courteous and professional manner.
• Ability to multi-task and function as a team player.
• Ability to work with accuracy, organization, and attention to detail.
• Ability to operate various office machines including switchboard, adding machine, copy machine, etc.
• Ability to learn insurance products.
• High school graduate or equivalent.
• May require insurance licenses.

Responsibilities

• Answer incoming calls and direct calls to appropriate person or voice mail. Take messages if needed.
• Greet customer and direct to appropriate department or individual.
• Schedule appointments and meetings for management.
• Sort and deliver mail. May scan incoming mail into agency management system and activity to appropriate staff.
• Assist with clerical duties including filing, copying, computer input, reporting.
• May assist with accepting payments from customers
• Order office supplies
• Regular and reliable attendance.
• Performs other related duties as assigned by management.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED
• Number of Employees: 251-500 employees