Receptionist - Afternoon Position

Montgomery Insurance and Investments AgencyXenia, OH
Onsite

About The Position

Looking for an individual that creates a welcoming and professional feel for returning clients or those prospective clients that walk-in our offices or are calling looking for assistance. This position would be located in our Xenia office. Schedule would be Monday through Friday, 12:30pm to 5:00pm.

Requirements

  • Experience and expertise in operating in an electronic environment using excellent automation skills
  • Possess excellent time management, organizational and communication skills
  • Ability to multi-task and prioritize work on a constant basis
  • High degree of self-motivation and self-direction
  • A minimum of a High School degree or GED is required
  • Pass a criminal background check due to work with money and financial services industry

Responsibilities

  • Open and close office per Agency guidelines and requirements.
  • Process incoming and outgoing mail to meet timelines for staff and USPS.
  • Interact with walk-in clients and visitors and those that are calling into the office in a professional and courtesy manner and direct them to whomever they are meeting with or find out where they need to be directed to for additional service.
  • Accept customer payments and know how to process the payments with our various companies per Agency guidelines.
  • Work with our clients that are delinquent in paying their insurance premiums and assisting them with information on how best their payments should be made.
  • Help in maintaining a clean and neat office setting by monitoring the front walkways, entry way and front lobby to make sure all trash is picked up.
  • Be an advocate for all departments within the Agency when interacting with clients and provide support and assistance to other departments when necessary.
  • Support the Agency’s overall mission within the communities it serves through community and civic involvement.
  • Participate in any special projects at management’s request.
© 2026 Teal Labs, Inc
Privacy PolicyTerms of Service