Receptionist

Panorama Insurance Associates•Roseville, CA

7d•Hybrid

About The Position

The Receptionist serves as the first point of contact for guests and occasionally callers, providing exceptional customer service while directing individuals to the appropriate team members. This position is responsible for monitoring and routing incoming emails, managing daily mail processes, maintaining office organization, ordering supplies, and completing various administrative tasks. The Receptionist plays an essential role in supporting office operations and upholding Panorama’s core values through professional, positive, and efficient service.

Requirements

Proficiency in computer applications, including Microsoft Office
High School Diploma preferred

Nice To Haves

Prior insurance industry experience preferred

Responsibilities

Process and forward all Reception/Info emails
Greet visitors professionally and enthusiastically, ensuring a positive first impression
Provide clear and accurate information in person, by phone, and via email
Maintain a clean, organized, and welcoming reception area
Answer and direct incoming calls promptly and courteously
Manage visitor check‑in procedures and ensure proper security protocols are followed
Receive, sort, and distribute daily mail and deliveries
Accurately scan mail and route documents to the appropriate internal recipients
Perform clerical and administrative tasks, including filing, copying, faxing, and document preparation
Support general office organization and operational needs
Demonstrate strong interpersonal and communication skills to actively foster positive teamwork and collaboration, contributing to an engaged and enthusiastic office environment
Collaborate with in‑office team members to support shared goals and maintain efficient workflows
Participate in regular office meetings and contribute to a positive, in‑person work culture
Remain open to and supportive of AI‑enhanced workflow improvements and new technology initiatives
Cross‑train on industry knowledge, data entry, and other applicable insurance-related tasks
Assist with preparing basic reports, updating records, or supporting administrative processes as needed
Uphold confidentiality and protect sensitive information in accordance with company standards
Represent the company in a positive, ethical, and professional manner across all communication channels
Multi‑task and adapt effectively in a dynamic, fast-paced environment while balancing teamwork and independent work
Maintain professionalism under pressure and manage shifting priorities with composure
Perform additional duties as assigned; responsibilities may change or new ones may be added at any time without notice

Benefits

Medical: HSA, PPO, and EPO options; base medical plan covered at 95% by the employer.
Dental: PPO plans with options for zero employee premium.
Vision: PPO plan at no cost to the employee.
FSA: Medical and Dependent Care FSA available.
HSA: Panorama contributes $1,000 annually to eligible accounts.
Commuter Benefits: Up to $600 per month.
Long‑Term & Short‑Term Disability: Provided at no cost.
Life and AD&D: Provided at no cost; voluntary life available.
Supplemental Coverage: Critical Illness and Hospital Indemnity Plans offered.
Identity Theft Protection: Provided at no cost.
EAP: Available at no cost to all household members.
401(k): 100% match up to 5% of earnings.
Time Off:
Exempt employees: Flexible (unlimited) Time Off
Non‑exempt employees: PTO accrual
Paid Holidays: 12 paid holidays annually.
Work Flexibility: Remote, hybrid, and in‑office options available.
Professional Development: Licensing, accreditation, and structured growth opportunities.