INS RECEPTIONIST

P

Pinnacle Bank/Bank of Colorado

Posted 2 months ago

Full Time

Grand Island, Nebraska

In Person

Smart Summary

Responsibilities

The receptionist is responsible for greeting customers, answering and directing incoming calls, and managing office clerical tasks. They also handle appointment scheduling, mail distribution, and basic administrative support for the agency.

Qualifications

You have a high school graduate or equivalent education and possess knowledge of insurance products and services. You are proficient in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and have the ability to learn agency software. Your communication and organizational skills are key to effectively managing calls, scheduling appointments, and providing excellent customer service.

Must Have Skills for ATS

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Microsoft Outlook

Agency Software

Insurance products

switchboard

adding machine

copy machine

Job Description

INS RECEPTIONIST

Department: 9420-Grand Island Agency

Employment Type: Full Time

Location: Grand Island Agency

Compensation: Depends on Experience



Description

GENERAL SUMMARY:Greets customers and provides a variety of customer services such as answering telephones, providing initial customer contact. RESPONSIBILITIES AND DUTIES:
  1. Answer incoming calls and direct calls to appropriate person or voice mail.  Take messages if needed.
  2. Greet customer and direct to appropriate department or individual.
  3. Schedule appointments and meetings for management.
  4. Sort and deliver mail.  May scan incoming mail into agency management system and activity to appropriate staff.
  5. Assist with clerical duties including filing, copying, computer input, reporting.
  6. May assist with accepting payments from customers
  7. Order office supplies
  8. Regular and reliable attendance.
  9.  Performs other related duties as assigned by management.
 KNOWLEDGE, SKILL, AND ABILITIES:
  • 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.

EDUCATION AND EXPERIENCE:
  • High school graduate or equivalent.
  • May require insurance licenses.

PHYSICAL REQUIREMENTS:
Seeing:  75 - 100% Must be able to greet customers, read documents use computer                                                                                Hearing 75% - 100% Must be able to communicate with customers and co-workers                                                                  Standing/Walking:   25-49%     
                                       
                                                             Climbing/Stooping/Kneeling:   25-49%                              Lifting/Pulling/Pushing:  0-24%                                            Fingering/ Grasping/Feeling:  75% - 100%Must be able to use computer, write                                                                                       

                                PHYSICAL DIMENSIONS:Light Work: Exerting up to 20 pounds of force occasionally, and/or a negotiable amount of force frequently or constantly to lift, carry or otherwise move objects. Job involves sitting most of the time and walking and standing some of the time. 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.

More details

More details

P

Pinnacle Bank/Bank of Colorado

Bank of Colorado is a family-owned, locally managed, Colorado community bank with a 38-year history in Colorado guided by a strong community-banking model of local management and local control. Bank of Colorado is known for its strength and stability, superior customer service and active involvement in the communities it serves. That's the spirit we put behind our community banks. We're not just a bank in Colorado, we're Bank of Colorado. Member FDIC. Equal Housing Lender.
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